Roadmap

Built in the open.

Exactly where SalesLobe stands today, and what comes next, in the order we're building it. We describe what exists, we don't promise dates.

Suggest a priority

This roadmap shows direction, not promises. Order reflects our priorities; we ship when it's right, and priorities shift when customers teach us something. No dates on purpose.

Live

In production today.

In progress

Being built right now.

Committed, starts when In Progress ships.

Later

Committed direction, sequenced after Next.

Exploring

Under evaluation with customers, not committed.

Live 15

Smartlead integration

Realtime webhook plus a reply sync safety net. Replies land in the right client workspace, answers go back through Smartlead in the same thread.

Integrations

Instantly integration

Several workspaces per agency. Replies, forwards and attachments as secure links go out through Instantly. Unibox "Others" replies are picked up too.

Integrations

Reply labels and drafts

Every reply labelled hot, warm, cold, not interested or automated, and drafted in the client's voice and the lead's language (12 languages).

Intelligence

Booking link in replies

The client's booking link goes into every hot reply, and into warm replies unless your guidelines say otherwise. Follow-ups too.

Intelligence

Autonomous follow-ups

One check-in planned after every autonomous reply, and after manual sends when the follow-up toggle is on: on the date the lead named, or a few working days later, Tuesday to Thursday in the lead's time zone. Cancelled when the lead replies.

Intelligence

Untracked replies

Replies that land outside a campaign (forwards, referrals, a colleague answering) are found and matched to the right client.

Integrations

Earned autonomy L0 to L3

One ladder for reps, Corty and connected AI agents. Review score threshold 85, 10% spot checks, automatic step-down when quality drops.

Autonomy

Decision Trail

Per reply: which playbooks and guidelines Corty used, who approved, who sent, from where.

Autonomy

Client portal

Clients review and send Corty's drafts themselves, get push notifications for hot leads, track deals in a mini-CRM and read their Friday reports.

Agency

White-label portal branding

Your logo and colours in the client portal and portal emails. Pro and Agency plans.

Agency

WhatsApp handoff

When a lead shares a phone number, one click opens WhatsApp with a message in the lead's language.

Intelligence

Corty OmniBar

Press Cmd+K and ask Corty: which hot leads are still waiting, send the approved drafts, build a report.

Intelligence

API, webhooks and OpenAPI spec

REST API and signed webhooks on every plan, scoped keys, rate limit headers, a machine-readable spec.

Platform & API

Bring your own AI agent

External agents send through the API and follow the same review queue and autonomy rules as a human rep.

Platform & API

Team roles

Owner, admin, manager, member and viewer, with client-scoped access.

Agency

In progress 3

Data Processing Agreement (DPA)

A standard GDPR Art. 28 processor agreement for every customer, next to the published sub-processor list.

Compliance & Security

Claude connector (MCP)

Ask Claude about your clients, leads and replies. Running as a pilot with a first agency.

Platform & API

External agent partner program

Design partners running their own AI through the review and autonomy rules in production.

Platform & API

Next 6

Meeting booking in the reply

Corty proposes concrete time slots from the client's calendar instead of only a link, so a yes turns into a booked meeting in one step.

Intelligence

No-show reduction

A confirmation when the meeting is booked and a reminder the day before.

Intelligence

Outcome tracking: reply to meeting to deal

Follow every lead from reply to booked meeting, held meeting and closed deal, so agencies can show clients what the replies delivered.

Intelligence

Direct Gmail and Outlook sending

Sending from the inbox itself instead of a Make scenario.

Integrations

EmailBison

A third campaign source next to Smartlead and Instantly.

Integrations

AI disclosure controls

A per-workspace setting to disclose AI involvement in outgoing replies.

Compliance & Security

Later 3

LinkedIn replies (HeyReach)

Reply handling for LinkedIn campaigns next to email, for agencies running multichannel outreach.

Integrations

WhatsApp meeting confirmations

Confirmations and reminders over WhatsApp, only when the lead shared their number while booking.

Integrations

Client-scoped AI connectors

Read-only access an agency hands to its client, so the client's own AI assistant can answer questions about their campaigns.

Platform & API

Exploring 3

CRM integrations (HubSpot, Pipedrive, Salesforce)

Handing booked meetings and hot leads to the client's CRM. Built when demand makes the first one obvious.

Integrations

Reviving old maybe-later leads

Picking up cold and "later" leads from past campaigns when their timing comes around.

Intelligence

SOC 2

We'll start the audit when customer demand justifies it. Until then our security page says exactly what we do and doesn't claim what we don't hold.

Compliance & Security

This roadmap shows direction, not promises. Order reflects our priorities; we ship when it's right, and priorities shift when customers teach us something. No dates on purpose.

Something missing that would make SalesLobe work for you?

Tell us. The Next lane is shaped by exactly that.

Contact

Vision · not live

Everything on this tab is long-range thinking, not a feature you can use today. What's live and what's next is on the Roadmap tab.

Part 01 · The bet

As AI becomes abundant, governance becomes scarce.

Today SalesLobe handles replies. Over time, we want every AI that talks to a prospect to run through one review layer.

The current product labels replies, drafts answers in the client's voice, and controls what gets sent, so an agency gets more revenue out of the same leads. That is the trailhead. Where we're going: every AI system that touches a prospect in a sales organization passes through one review layer, whether it's Corty, someone else's agent, a rep's own model, or an autonomous SDR agent. The gate, the trust ladder, the audit trail, and the policies that live around them. Corty stays our sharpest implementation of that model, but Corty stops being the point. The layer is the point.

We're positioned to be the answer, in sales, when leaders start asking: which AI wrote this, and was it allowed to?

Corty

Our own agent

External agent

Someone else's AI

Human rep

A person, deciding directly

The gate

One review layer

Part 02 · More surface

One gate, more surface.

Right now the gate governs campaign replies from Smartlead and Instantly. Where we're heading: the same gate over every channel where AI meets a prospect. Inboxes first, because that is where the shift from suggestion to autonomous action happens. Then the channels our customers already keep raising: social messages, WhatsApp, SMS, and eventually voice for the enterprise buyer with AI callers. The medium changes; the trust ladder, the actor logging, and the earned autonomy model do not. Each new channel is a new buyer segment. The layer underneath stays one thing.

Part 03 · Distribution

Every agency becomes distribution.

The near-term work is the foundation of something larger: connectors an agency hands to its clients, agents that discover the API without writing HTTP. In the long view, SalesLobe reaches most of its workspaces through partners, not through us. Agencies place clients. Clients connect their own AI. Each new workspace is another surface where SalesLobe's governance is present without a demo. That is the shape of the growth we're building toward: the layer that gets carried, not sold one seat at a time.

The goal isn't for customers to buy SalesLobe. The goal is for SalesLobe to already be there when they connect an agent.

Part 04 · Above any single workspace

Where patterns become a marketplace.

Once enough agents run through the same layer, patterns emerge that don't exist inside any single workspace. Policies that work across an industry. Tone approaches that generalize. Compliance settings for a language, a region, a regulator. Agents whose track record travels with them.

The direction we're exploring: making those transferable. A marketplace where a proven policy pack can be adopted the way a tool is adopted today, where an agency can offer the tone models it perfected, and where a serious agent operator can show a track record earned through a review layer that isn't its own. This is the thinnest and least certain part of what we're heading toward. It's also the part that would matter most.

Read the full thinking on the marketplace

Part 05 · The focus

Sales communication. That's the line.

Governance as a category is broad. HR, finance, legal: every department will need some version of this eventually. We're not building for all of that. We're building for the place where AI already writes at scale on behalf of a company today, and that is sales communication.

Become the standard there first. Everything else is later, or someone else's problem.

Part 06 · No dates

Why we won't put dates on any of this.

Every timeline we'd write here would be wrong. The channels unlock in whatever order customers pull hardest. The marketplace only exists if enough agents converge through the same layer. Voice is meaningful only if regulatory clarity arrives with it. What we can say honestly: we know the direction, and we're building the foundations for it now. The gate, the trail, the API, the connectors. We ship the pieces as they become real. If you want to know what real looks like this quarter, that's the Roadmap tab. This tab is where the thinking lives.

Building this? Buying this? Talk to us.

If you're a serious agency, an enterprise leader thinking about agent governance, or an operator building the kind of AI that would run through this layer, then the earlier we talk, the more of this we get right together.

Contact

Built in the open.

Where SalesLobe is heading.

Smartlead integration

Instantly integration

Reply labels and drafts

Booking link in replies

Autonomous follow-ups

Untracked replies

Earned autonomy L0 to L3

Decision Trail

Client portal

White-label portal branding

WhatsApp handoff

Corty OmniBar

API, webhooks and OpenAPI spec

Bring your own AI agent

Team roles

Data Processing Agreement (DPA)

Claude connector (MCP)

External agent partner program

Meeting booking in the reply

No-show reduction

Outcome tracking: reply to meeting to deal

Direct Gmail and Outlook sending

EmailBison

AI disclosure controls

LinkedIn replies (HeyReach)

WhatsApp meeting confirmations

Client-scoped AI connectors

CRM integrations (HubSpot, Pipedrive, Salesforce)

Reviving old maybe-later leads

SOC 2

As AI becomes abundant, governance becomes scarce.

One gate, more surface.

Every agency becomes distribution.

Where patterns become a marketplace.

Sales communication. That's the line.

Why we won't put dates on any of this.

Building this? Buying this? Talk to us.