Until now, an AI assistant that connected itself to Sure Send, such as Claude or ChatGPT, could not use email, texts, automations, referrals or the template library. It can now use every Sure Send tool. What it can actually do is exactly what you can do in the app: your role, your team and your plan decide, and the same rules apply.
- Texts go out from your own Sure Send number, through the same checks as the app (texting registration, opt-outs, paused contacts) and count toward the same hourly and daily limits. An assistant can no longer text from a shared team line you don’t have.
- Emails are sent from a mailbox you have connected yourself. If you haven’t connected one, the assistant tells you to connect it first.
- Contacts and deals follow the app’s rules: locked fields stay locked, members can’t reassign deals or move leads out of a pond, and tags must belong to your team.
- Your account: if your team’s subscription isn’t active, or you are removed from the team a connection was approved for, the assistant stops working until you reconnect.
Assistants you connected before this change get the new access automatically, with no need to reconnect. If one that was set up to ask for limited access still can’t use a tool, disconnect and reconnect it with that access requested.