Understand the concepts, workflow, and design decisions behind the Action Queue — from inbox connection to follow-up execution.
Six concepts that make up the NudgeX system. Understanding these helps your team get the most out of every follow-up.
Your prioritized list of follow-ups. NudgeX analyzes your inbox and surfaces the conversations that need attention — ranked by urgency, recency, and context. One queue, one decision at a time.
Every recommendation comes with an explanation: why this conversation, why now, and why this priority level. Your team always understands the logic behind each suggestion before acting on it.
Configurable safety rules that apply to every outbound message. Set tone presets, restricted phrases, and follow-up frequency limits. Rules are enforced automatically — they can't be bypassed.
AI generates a suggested reply for each follow-up. Your team reviews, edits if needed, then explicitly approves before anything is sent. No message ever leaves without a human click.
After each follow-up, mark the outcome: worked, didn't work, or unsure. This builds an audit trail and helps the system surface better recommendations over time.
Maintain a workspace-level list of contacts who should never receive follow-ups. Contacts on this list are automatically excluded from the Action Queue — no manual checking required.
Every follow-up passes through the same structured workflow. No shortcuts, no surprises.
Connect your email provider through its official authorization system. NudgeX never sees your password — it uses secure, revocable OAuth access with read and send permissions only.
NudgeX reads your recent email threads to understand conversation state: who replied, when, what was discussed. This is read-only analysis — nothing in your inbox is modified.
Based on the analysis, NudgeX builds a prioritized Action Queue. Each item includes the thread context, a priority score, reason codes explaining why it's recommended, and a suggested action.
Your team reviews each recommendation individually. Read the context summary, check the reason codes, and decide: follow up now, snooze for later, or dismiss entirely. Every action is explicit.
When you choose to follow up, AI generates a draft reply. Before sending, the draft is validated against your guardrails — tone, restricted phrases, and follow-up limits are all checked automatically.
Review the final draft, edit if needed, then click to send immediately or schedule for a specific time. This explicit approval step is by design — it's how NudgeX keeps your outreach safe and intentional.
Guardrails are enforced on every outbound message — whether written by AI or edited by your team. They protect your brand and prevent mistakes.
Choose from predefined tone profiles — professional, friendly, or formal. Every AI-generated draft and every manual edit is checked against your selected tone before it can be sent.
Define words or phrases that should never appear in outbound messages. The system flags violations before send, whether the draft was written by AI or edited by your team.
Set a maximum number of follow-ups per thread. Once the limit is reached, the thread is automatically excluded from the Action Queue — preventing over-contacting.
Guardrails are validated on the server, not in the browser. This means they can't be circumvented by editing the page, using browser tools, or through API calls.
NudgeX uses AI as a tool for summarization, drafting, and analysis. Your team makes every decision. Here's the exact boundary.
AI reads your email threads and generates concise summaries so your team can quickly understand context without re-reading entire conversations.
Based on conversation context, AI generates a suggested follow-up message. Your team always reviews and can edit before approving.
AI identifies buying signals, objections, and key points from conversations — helping your team craft more informed, relevant follow-ups.
No message is ever sent without an explicit human approval click. This is an architectural decision, not a setting. There is no way to enable auto-sending.
Your email content and conversation data are never used for model training, behavioral profiling, or any purpose beyond generating your recommendations.
AI recommends and explains. Your team decides and acts. The system is designed to augment human judgment — never replace it.
Transparency about data handling — for security teams, compliance reviewers, and anyone who wants to understand what happens under the hood.
Answers for teams evaluating NudgeX — from technical reviewers to end users.
NudgeX currently supports Gmail through Google's official OAuth 2.0 authorization. Additional providers are planned for future releases. You can connect and disconnect your account at any time.
No. Every outbound message requires an explicit human approval click. This is an architectural constraint, not a setting — there is no way to enable automatic sending. Your team stays in full control of every message.
The queue uses a combination of deterministic rules (overdue detection, conversation recency, contact frequency) and AI analysis (conversation context, response patterns) to prioritize your follow-ups. Each item includes reason codes that explain the recommendation.
Contacts on the DNC list are automatically excluded from the Action Queue. Any thread involving a DNC contact will not generate follow-up recommendations. The list is managed at the workspace level and applies to all team members.
Yes. Guardrails let you set tone presets, restricted phrases, and follow-up limits. These rules apply to every draft — whether AI-generated or manually edited. You can also edit any draft before approving it.
No. Your email content and conversation data are never used for model training, behavioral profiling, or any purpose beyond generating your follow-up recommendations and conversation summaries.
After each follow-up, you can mark the outcome: worked, didn't work, or unsure — with an optional note. This creates an audit trail and helps NudgeX surface better recommendations over time. Feedback is append-only and cannot be deleted.
Every database query and API call is scoped to your workspace. Your data is structurally separated from every other customer at the infrastructure level — not through software settings, but through architectural boundaries.
Prioritized queue. Human approval on every send. Complete audit trail. Start following up with confidence.