Coming soon

AI can use Virtual Closer to email a lead as the agent

Coming soon. This is not available yet.

Coming soon: AI will be able to use Virtual Closer to ask Mira to email one of your leads from your own mailbox, under the account's usual consent, opt-out and daily-limit rules.

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Who it is for

Insurance agents and agencies

Licensed insurance agents and insurance agencies that use Virtual Closer. Virtual Closer is sales software for licensed insurance agencies. It is not insurance for consumers.

Planned steps

How it is planned to work

Choose Let it do things. Emailing is a change, so the connection must be set to Let it do things.
Ask your assistant. For example: "Email this lead a short follow-up about our call." Say what the email should get across, give a draft, and optionally a subject line.
It calls send_email. The tool hands your words to Mira for one lead. The email goes from the connection owner's own mailbox. It uses Mira and may be charged.
You see the status. The answer is a status and a link to the lead in the app, not the lead's address or the email text.

Coming soon. This is built but not switched on for accounts yet, so it is not available today. Planned tools: send_email.

Limits and safety rails

What it will not do on its own

Consent and opt-outs

A text or email goes out only under the account's usual rules. If a lead has no consent for that channel, is on a do-not-contact list, or has replied STOP, it does not go out.

Quiet hours

Texts and emails Mira writes wait for allowed hours in the lead's own time zone. A booking confirmation goes out when the meeting is booked.

Daily caps

A daily limit on texts and emails applies to each connection, and a booking or cancellation confirmation counts toward it.

You stay the sender

Texts and emails go out under your own agent identity, through Mira, and Mira may decide not to send. Virtual Closer does not send as an anonymous third party.

Private by design

Designed so lead names, contact details and health answers are not sent to the AI model: your assistant sees a lead as a reference number and a link into the app.

Questions people ask

FAQ

Can Claude email my leads today?

Not yet. Emailing a lead from your assistant is coming soon and is not available today.

How will it work when it is available?

Your assistant hands your words to Mira for one lead. The email goes from your own mailbox under the account's rules, and Mira may decide not to send.

Does the AI see the lead's email address?

No. Designed so lead names, contact details and health answers are not sent to the AI model: your assistant sees a lead as a reference number and a link into the app.

Install

Connect your assistant

One-click install link: coming soon. Until then, use the three setup steps above. The link will be added here when Virtual Closer publishes it.