Approve
Audience, campaign language, qualification, ownership, and reply permissions.
Controls
Set the rules.Let AI run the campaign.
AllocateEdge operates inside the audience, messaging, reply, qualification, routing, and escalation rules your team approves.
The control surface
Eight decisions before launch.
Who may be contacted
Approve the audience, exclusions, account ownership, and do-not-contact records before the campaign launches.
What the campaign may say
Ground email language and personalization in the product positioning and source material your team approves.
When and how often to send
Set the permitted senders, schedule, pacing, volume, follow-up timing, and contact-frequency limits.
What AI may reply to
Define the routine acknowledgments, scheduling steps, and other approved responses that may move forward automatically.
What makes a prospect qualified
Set the required role, firm fit, strategy interest, expressed intent, and other criteria before a prospect is routed.
Who receives the prospect
Route qualified interest using the territory, channel, account ownership, product, or team rules you already use.
Which replies require a person
Escalate product, performance, fee, compliance, complaint, ambiguous, or relationship-sensitive messages.
What returns to the CRM
Keep campaign activity, the original reply, qualification evidence, ownership, and the next step together.
Decision boundaryAI handles the repetition. People retain the judgment.
AI operates
Approved email sending, follow-up, permitted personalization, routine reply handling, categorization, and summaries.
Rules decide
Suppression, pacing, qualification criteria, ownership, routing, and mandatory escalation.
People retain
Campaign approval, sensitive replies, product judgment, meetings, the sales conversation, and the relationship.
Start small
Start with one audience and one approved email campaign.
We’ll define the prospects, message, follow-up, reply rules, what qualified means, and who receives the people who want to meet. No CRM replacement or full migration required.