---
title: "Advisor"
description: "Warmbly watches your sending and tells you what to fix, on the page where the fix lives."
---

The Advisor checks your workspace for the things that quietly ruin cold outreach: complaints climbing, a domain missing DKIM, a new mailbox at full volume, a list that is mostly shared inboxes. It says what is wrong, why it matters, and what to do, and where the fix is a setting, it offers to make the change.

Advice appears on the page where the problem is, not in a separate inbox you have to check.

## Where you see it

| Surface | What appears |
|---------|--------------|
| On the row | A colored flag on the mailbox or campaign, opening that row's findings in place. This is the main way you meet the Advisor |
| Above the list | One summary line ("3 mailboxes could be doing better") that expands to the full set and holds **Fix all**. Stays collapsed unless something is critical or workspace-wide |
| On the nav tab | A badge counting critical and high-severity findings only |
| In the assistant | It reads your open recommendations, so "why is this campaign not getting replies" is answered from measurements rather than guesses |

A step's copy problem flags its campaign, since a step has no row. When there is nothing to say, nothing renders.

If one check fires on many things, they collapse into a single card ("19 mailboxes are capped above the safe band") that expands to list each affected row with its own **Fix**, plus one **Fix all**.

## How findings are made

**Detection is not AI.** Every check is an explicit rule with an explicit threshold run over your own data, so the same numbers always produce the same result. AI only rewrites the explanation to read more naturally; it cannot create a finding, change its severity, or change what a fix does. The Advisor therefore works fully on a self-hosted install with no AI configured and never spends AI credits. The wording is just plainer.

### Sample floors

A check stays quiet until it can be right. Two bounces in thirty sends is not a `7%` bounce rate.

| Signal | Minimum before anything is said |
|--------|-------------------------------------------|
| Complaint rate | `100` sends in 30 days |
| Bounce rate | `50` sends in 30 days |
| Spam placement | `20` warmup deliveries in 7 days |
| Reply rate and copy | `200` sends in 30 days |
| Per-step comparison | `100` sends on that step |

### Severity

| Severity | Meaning |
|----------|---------|
| **Critical** | Reputation or delivery is being damaged right now |
| **Needs attention** | Real, and becomes critical if left alone |
| **Worth fixing** | A meaningful improvement, no immediate risk |
| **Suggestion** | Polish |

Only the first two badge a nav tab.

## What it checks

**Deliverability**: complaint rate per mailbox (warns `0.03%`, critical `0.10%`, matching Google's bulk-sender ceiling); bounce rate (warns `3%`, critical `5%`, where SES opens a review); spam placement on warmup mail (warns `10%`, escalates `20%`, critical `40%`); SPF, DKIM, and DMARC per sending domain (critical while sending cold, since Google requires all three; an unchecked domain is never called failing); and whether a mailbox has its own verified tracking domain.

**Mailbox configuration**: daily cap above the `50`/day safe band (gently with clean numbers, firmly without); a mailbox under `30` days old sending above `20`/day; a send gap under `5` minutes; unresolved errors on a mailbox campaigns still use; too few mailboxes carrying total volume; an inactive mailbox attached to a running campaign.

**Warmup**: warmup off while sending cold (critical on a new mailbox); warmup left paused; a ceiling too low to balance cold volume (roughly half the cold cap); reply rate under `20%`, making warmup one-way; quarantined or blocked from the pool.

**Campaigns**: no follow-ups; reply rate under `1%` at volume, escalating under `0.3%`; one step replying below a quarter of the campaign's best (compared only against siblings, which share an audience); one-click unsubscribe off; a daily limit above what its mailboxes can send; no active sender; follow-up spacing outside `2` to `14` days; under `7` days of leads left; no A/B test at high volume; a sending window too narrow for the volume; contacts enrolled in several running campaigns.

**Copy** (conservative, and drafts are skipped): a merge variable that will not resolve, shipping a literal `{{token}}`; two or more bulk-mail phrases (one is never flagged); over `200` words; a subject over `60` characters; more than two links in a first touch; a shouting subject.

**List quality**: shared inboxes (`info@`, `sales@`) above `15%`; consumer domains above `40%` of a B2B list; suppressed contacts above `10%`; missing first names above `10%` when copy personalizes on them; unsubscribed contacts still enrolled.

## Fixing something

Opening a recommendation walks three screens: **Why** (with the measured numbers), **What changes** (the exact before and after of every field), and **Done** (with **Undo** where revertible).

Nothing is applied until you have seen the second screen. The change runs as you, with your permissions, and is written to the audit log. If you can see a finding but lack permission for its fix, applying it is refused rather than silently escalated.

Findings needing a judgement call have no settings preview. Their second screen is the ordered set of manual steps plus a link to the right screen. A missing DKIM record tells you to generate a key in your provider's console, publish the record, then turn signing on, which is a separate switch. Where the remedy is genuinely one sentence, it stays one sentence.

### Fix with agent

Findings whose fix edits something Warmbly owns (copy, sequence shape, list membership) offer **Fix with agent**: it reads the current campaign, step, or list, makes the smallest change that resolves the problem, and reports back.

It runs as you, with your permissions, and only gets the tools that finding's category needs. A copy problem gets read access to the campaign and edit access to that step, nothing more. **No tool set can send mail, delete a campaign or contact, or touch team, billing, or API keys.** Each loop costs one AI credit.

When it finishes you get its account plus the list of tools it actually called, which you can check against the audit log. An agent that concludes nothing needs changing says so, and the finding stays open rather than being quietly closed.

Findings whose fix lives outside Warmbly never offer this, because no agent can reach a DNS record at your registrar.

### Records to paste

Where the fix is a DNS record, it is on screen with one copy button per field, laid out as type, host, value.

- **SPF** arrives with your provider's include filled in. An unrecognized provider leaves an obvious placeholder rather than a guess, because a wrong include looks finished and fails silently.
- **DMARC** is scoped to your domain and starts at `p=none`, monitoring without affecting delivery. Tighten to `p=quarantine` once reports show legitimate mail passing.
- **DKIM** gives the host and names the console screen that generates the value, which is per-domain and cannot be templated honestly.
- **Tracking domain** gives the full CNAME pointing at this install's tracking host, so self-hosted deployments get their own value.

### Autopilot

Under **Settings > Workspace**, off by default. It only takes fixes that are bounded, move in the safe direction, and can be undone:

- lowering a cap above the safe band, or one a new mailbox jumped to early
- cutting the cap on a mailbox drawing complaints
- widening a gap that is too short
- matching a campaign's daily limit to its mailboxes' real capacity
- turning on one-click unsubscribe

**It never pauses sending, edits copy, starts or resumes warmup, or acts without an undo.** Eligible findings are marked **Auto** on the card whether or not it is on, so the set is visible before you enable it. It acts as the member who enabled it, with their permissions, logged as them, and stops if that person leaves. At most ten fixes per evaluation.

## Making one go away

- **Snooze** hides it for a week or a month; the check keeps running.
- **Stop suggesting this** dismisses it until the problem clears and recurs later.
- **Useful / not useful** feeds threshold tuning.

## Settings and timing

Under **Settings > Workspace** you can switch the Advisor off, enable autopilot, mute whole categories, or raise the minimum severity. Changing these needs the manage-settings permission and applies workspace-wide.

Findings refresh in the background and when you open a page whose advice went stale. Updates are live, so a teammate applying a fix clears the card on your screen.

## See also

- [Deliverability](/guides/deliverability/) for the underlying measurements and health bands.
- [Warmup](/guides/warmup/) for warmup volume and pool standing.
- [AI assistant](/guides/ai-assistant/) for follow-up questions about a recommendation.
