AI Caseworker — Live

Sandbox reroutes this agent's outbound email/SMS to the test recipients below and blocks external AI calls. Live mode sends to real recipients. Send to scheduler places this agent's client email/SMS/AI calls in the Client Comms scheduler instead — they fire ~2 hours later inside the send window, reviewable on the Client Comms page. Case sending is the separate complaint-to-lender send control: inherit follows outbound mode, sandbox always reroutes lender sends, live allows real lender sends for this agent.

sandbox live 🗓 send to scheduler Save outbound mode

case sending: inherit case sending: sandbox case sending: live Save case sending

SANDBOX ACTIVE — outbound email/SMS rerouted; external delivery suppressed.

CASE SENDING OVERRIDE ACTIVE — complaint-to-lender sends use the case sending rule, not just the main outbound mode.

Fire a test Facebook lead through the real onboarding journey (WhatsApp/SMS → email → AI call) addressed to you, or preview exactly what a customer receives for any brand + claim type. Blocked/failed real leads can be retried below.

👁 Preview ▶ Run sandbox journey

⛔ Blocked / failed leads

Plain-English instructions for the selected agent — e.g. "Never ask car finance clients for bank statements" or "Always mention the 8-week lender deadline when chasing". Shown on every proposal this agent makes and injected into any complaint drafting it requests. Fleet guidance applies to ALL agents. Changes take effect on the next heartbeat.

The dedicated complaint-drafting lane — scans allocated cases every 15 min (09:00–23:00 UK) and drafts any with a signed FOA + supporting evidence, straight into review. Nothing sends except via the Send Schedule queue. Pausing an agent above pauses its drafting here too.