Core capabilityImport prospects and custom fieldsImport a contact file and map named personalisation fields. 3.2 points maximumAsk for a demonstrationImport a contact file and map named personalisation fields. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 pts Lead columns provide variables. Official documentation Β· Oct 20, 2026Source β |
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Core capabilityEmail verificationValidate addresses and identify invalid or risky recipients before sending. 3.2 points maximumAsk for a demonstrationValidate addresses and identify invalid or risky recipients before sending. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 pts Verification uses data credits. Official documentation Β· Oct 20, 2026Source β |
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Depth checkCross-campaign duplicate protectionPrevent a prospect from receiving overlapping sequences or honour a shared suppression record. 4.8 points maximumAsk for a demonstrationPrevent a prospect from receiving overlapping sequences or honour a shared suppression record. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Interest labels need separate global suppression. Official documentation Β· Oct 20, 2026Source β |
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Depth checkRecipient preview and missing-field guardInspect an individual recipient's rendered email and detect missing variables before release. 4.8 points maximumAsk for a demonstrationInspect an individual recipient's rendered email and detect missing variables before release. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Limited2.4 / 4.8 pts AI-field preview; full recipient rendering unverified. Official documentation Β· Oct 20, 2026Source β |
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Core capabilityTimed follow-up sequencesSchedule a series with configurable waiting periods. 4 points maximumAsk for a demonstrationSchedule a series with configurable waiting periods. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported4 / 4 pts Multistep outreach sequences. Official documentation Β· Oct 20, 2026Source β |
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Core capabilityStop or pause on replyCancel later automated steps when a human reply is detected. 4 points maximumAsk for a demonstrationCancel later automated steps when a human reply is detected. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported4 / 4 pts Reply/click pause or end controls. Official documentation Β· Oct 20, 2026Source β |
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Depth checkConditional sequence pathsRoute follow-ups using engagement, a meeting outcome or prospect data. 6 points maximumAsk for a demonstrationRoute follow-ups using engagement, a meeting outcome or prospect data. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported6 / 6 pts Conditional multichannel outreach paths. Official documentation Β· Oct 20, 2026Source β |
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Depth checkControlled message experimentsSplit prospects between variants and report variant outcomes. 6 points maximumAsk for a demonstrationSplit prospects between variants and report variant outcomes. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported6 / 6 pts Full-sequence/channel variants and result comparison. Official documentation Β· Oct 20, 2026Source β |
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Core capabilityMailbox pacing and schedulesSet sending intervals, daily caps or working-hour windows. 3.2 points maximumAsk for a demonstrationSet sending intervals, daily caps or working-hour windows. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Not verified0β3.2 / 3.2 pts Per-mailbox pacing detail unverified. Not verified Β· Oct 20, 2026Source β |
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Core capabilitySending-domain diagnosticsCheck sender authentication or delivery configuration. 3.2 points maximumAsk for a demonstrationCheck sender authentication or delivery configuration. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Not verified0β3.2 / 3.2 pts Authentication diagnostic workflow unverified. Not verified Β· Oct 20, 2026Source β |
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Depth checkManaged mailbox warm-upConfigure and inspect mailbox warm-up separately from prospect sends. 4.8 points maximumAsk for a demonstrationConfigure and inspect mailbox warm-up separately from prospect sends. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Warm-up included. Official documentation Β· Oct 20, 2026Source β |
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Depth checkBounce or mailbox-health safeguardsPause, restrict or alert on deteriorating mailbox or bounce health. 4.8 points maximumAsk for a demonstrationPause, restrict or alert on deteriorating mailbox or bounce health. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Bounce and spam-trend alerts. Official documentation Β· Oct 20, 2026Source β |
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Core capabilityCentralised reply managementReview replies from connected sending accounts in one place. 3.2 points maximumAsk for a demonstrationReview replies from connected sending accounts in one place. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 pts Central email, LinkedIn and WhatsApp replies. Official documentation Β· Oct 20, 2026Source β |
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Core capabilityCampaign outcome reportingInspect sent, reply and bounce results with campaign context. 3.2 points maximumAsk for a demonstrationInspect sent, reply and bounce results with campaign context. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 pts Campaign bounce/delivery trends with mailbox drill-down. Official documentation Β· Oct 20, 2026Source β |
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Depth checkPortable data and event integrationExport identifiable lead outcomes and exchange campaign data through a documented API or events. 4.8 points maximumAsk for a demonstrationExport identifiable lead outcomes and exchange campaign data through a documented API or events. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Limited2.4 / 4.8 pts CSV leads/API; full event export unverified. Official documentation Β· Oct 20, 2026Source β |
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Depth checkTeam or client access boundariesRestrict a team member or client to the intended campaign or workspace data. 4.8 points maximumAsk for a demonstrationRestrict a team member or client to the intended campaign or workspace data. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Custom roles in Enterprise. Official documentation Β· Oct 20, 2026Source β |
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Core capabilityAI message draftingGenerate or revise an outreach draft. 2.4 points maximumAsk for a demonstrationGenerate or revise an outreach draft. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported2.4 / 2.4 pts Editable campaign drafts. Official documentation Β· Oct 20, 2026Source β |
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Core capabilityAI reply categorisationClassify incoming replies by intent or sentiment for follow-up. 2.4 points maximumAsk for a demonstrationClassify incoming replies by intent or sentiment for follow-up. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported2.4 / 2.4 pts Automatic interest classification. Official documentation Β· Oct 20, 2026Source β |
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Depth checkRecipient-grounded AI personalisationGenerate content using identified prospect fields or researched source context. 3.6 points maximumAsk for a demonstrationGenerate content using identified prospect fields or researched source context. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported3.6 / 3.6 pts AI uses selected prospect columns. Official documentation Β· Oct 20, 2026Source β |
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Depth checkHuman review before AI outreachReview AI-generated messages or campaign changes before they are launched. 3.6 points maximumAsk for a demonstrationReview AI-generated messages or campaign changes before they are launched. Demonstrate this with a test prospect. A scenario to run with the supplier; not a completed product test. | Supported3.6 / 3.6 pts Campaign approval required before launch. Official documentation Β· Oct 20, 2026Source β |
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Depth checkExtract return dates from out-of-office repliesUse an automatic absence reply containing a clear return date, then one without a date. Show extraction and the fallback behavior. 2.5 points maximumAsk for a demonstrationUse an automatic absence reply containing a clear return date, then one without a date. Show extraction and the fallback behavior. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts AI extracts a stated return date from supported out-of-office auto-replies. Requires an automatic out-of-office response containing a clear return date; does not stop or pause the whole campaign. Official documentation Β· Oct 21, 2026Source β |
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Depth checkManage outreach through an MCP AI connectorDemonstrate "Manage outreach through an MCP AI connector" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Manage outreach through an MCP AI connector" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts The vendor documents MCP access for prospecting, sequencing and reply handling. Connected AI client and API key required; permissions and local plan limits must be confirmed. Official documentation Β· Oct 21, 2026Source β |
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Depth checkReschedule follow-up using an out-of-office return dateDemonstrate "Reschedule follow-up using an out-of-office return date" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Reschedule follow-up using an out-of-office return date" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts The next sequence step is rescheduled to the detected return date and a follow-up task is created. Requires an automatic out-of-office response containing a clear return date; does not stop or pause the whole campaign. Official documentation Β· Oct 21, 2026Source β |
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Depth checkStop outreach to a company after a colleague repliesDemonstrate "Stop outreach to a company after a colleague replies" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Stop outreach to a company after a colleague replies" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkSuppress entire recipient domainsDemonstrate "Suppress entire recipient domains" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Suppress entire recipient domains" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkDisable open and click tracking for a campaignDemonstrate "Disable open and click tracking for a campaign" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Disable open and click tracking for a campaign" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkPause all sender campaigns for a date rangeDemonstrate "Pause all sender campaigns for a date range" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Pause all sender campaigns for a date range" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts Sender holiday dates pause campaigns during the selected range. Confirm plan entitlement and which connected sender campaigns are included. Official documentation Β· Oct 21, 2026Source β |
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Depth checkAlert when a connected sending mailbox disconnectsDemonstrate "Alert when a connected sending mailbox disconnects" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Alert when a connected sending mailbox disconnects" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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