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AI agents for Smartlead

A Monmo agent works in Smartlead the way an account assistant at an outbound agency would. It writes each client's weekly report, sorts the master inbox by lead category, drafts sequences with spintax, checks mailbox health and prepares lead uploads per client. It uses your own Smartlead login, and uploading leads, starting a campaign or sending a reply always asks first.

Updated 2026-11-13 · Free to start. Paid plans from $15 a month.

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What agents do in Smartlead

  • Write every client's weekly report

    For each client it pulls sent, replies, positive replies and bounces per campaign, writes three lines of plain commentary and saves one Google Slides page per client for you to check before it goes out.

    AskEvery Friday at 3, make one report slide per Smartlead client with this week's replies, positives and bounces.
  • Sort the master inbox by lead category

    It reads replies across all campaigns in the master inbox, proposes a category such as interested, meeting request, not now or out of office, and drafts answers for the ones worth a reply.

    AskGo through today's Smartlead master inbox, propose a lead category for each reply and draft answers for the interested ones.
  • Draft sequences with spintax

    It writes a sequence with spintax in the opening and closing lines, reads every combination to make sure each one still sounds like a person, and saves the copy to a draft campaign.

    AskWrite a three-step sequence for the Acme Dental client with spintax in the first two lines. Check every variation reads well.
  • Plan follow-ups by reply type

    For leads who answered not now it drafts a gentle follow-up for three months later, and for out-of-office replies a single note timed after their return date. Turning either on asks first.

    AskDraft a not-now follow-up for March and an out-of-office follow-up for the Acme Dental campaign.
  • Check mailboxes across clients

    It reviews warm-up status and bounce figures for each connected mailbox and lists the ones to rest, so one weak domain does not drag down a client's campaign.

    AskList Smartlead mailboxes with rising bounces or weak warm-up, grouped by client, and suggest which to rest.
  • Prepare each client's lead upload

    It cleans a client's list, often built in Clay, removes duplicates across their campaigns and anyone on that client's block list, checks the custom fields the copy uses and uploads only after you approve.

    AskClean the 1,200-lead file for Northwind Legal, remove anyone already in their campaigns and show me the result.
  • Brief you before a client call

    Before a monthly client call it summarises their campaigns, the best step, the meetings booked from replies and three tests to try next month, in Google Docs, ready to share.

    AskPrepare a one-page brief for tomorrow's call with Acme Dental: results this month and three tests for next month.

How it connects

  1. 1You connect your own Smartlead account once with its API key. If you manage several clients there, the agent sees what your login sees, and you tell it which clients it works on.
  2. 2You choose which agents may use Smartlead. An agency running many clients might give one agent the master inbox and another the reporting; agents without access never see client campaigns.
  3. 3Reading campaigns, inboxes and analytics needs no approval. Uploading leads, starting or pausing a campaign, changing a live sequence and sending a reply ask first, one card per batch.

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Watch it work

A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Smartlead is not on screen.

On screenLinkedInGoogle SheetsGmail

Pick a job. Watch it get done.

SoraSales
Sample replay
Today 14:10
Find 20 operations leaders at mid-size logistics companies in Australia and start a conversation about route planning.
On it. I’ll build the list, write to each person individually and show you everything before it goes.
Found 20 people at 17 companies
You allowed a new sheet in Google Sheets
Each email opens with something true about them. Dana’s mentions the depot her team opened in Perth last month.
20 emails and 20 LinkedIn notes drafted
Send 20 first emails?
Gmail
Why
The outreach you asked for. Each one is personal and has an unsubscribe line.
Where
Your Gmail · 20 people at 17 companies
What to expect
Sends 20 emails now. Follow-ups wait for your approval in 3 days. LinkedIn notes stay as drafts for you to send.
20 emails sent
Next morning · 8:00
Three replies overnight. Dana wants to talk on Thursday, so a reply with two times is drafted for you. One person asked to be removed and is off the list.
20 sent · 3 replies · 1 meeting
Sora’s computerAwake

Your team. Connected to everything.

Logistics outreach — February+
‹›↻docs.google.com/spreadsheets/d/logistics-outreach-february⋮
Logistics outreach — FebruaryFile Edit View Insert Format Tools
Share
ABCDE
1NameCompanyWhy they fitEmailLinkedIn
2Dana WuCoastline FreightOpened a Perth depot in JanuaryWants ThursdayNote drafted
3Omar HaddadRedgum LogisticsHiring 12 driversRepliedNote drafted
4Sam OkaforNorthway HaulageFleet of 140 trucksSentNote drafted
5Liz ParkHarbourlineMoved to weekly routesRemovedNote drafted
6Priya RamanKerb & CoRuns 3 depotsSentNote drafted
7Jack LindqvistSouthern Cross CartageNew warehouse system this yearSentNote drafted
8Mia TorresOutback ExpressExpanding to DarwinSentNote drafted
9Ben HallTasman FreightWrote about fuel costsSentNote drafted
3 replies logged · 1 removed
AppsMon 15 Feb 14:10
Sora
Watching· 20 sent · 3 replies · 1 meeting
09 / 09

Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.

FAQ

Questions people ask

Can an AI agent manage Smartlead campaigns for an agency's clients?

It handles the preparation and reporting, and you keep the decisions. A Monmo agent cleans each client's list, drafts sequences, writes the weekly report and sorts replies. Interested replies can go to HubSpot as deals once you approve. Starting a campaign, uploading leads and replying ask first. Which clients each agent may touch is set by what you tell it and which apps it can use.

Can it categorise replies in the Smartlead master inbox?

Yes, it proposes a category for each reply. The AI agent reads the whole thread, suggests interested, meeting request, not now, wrong person or out of office, and drafts answers where one is due. You confirm the categories and the replies on one card, so nothing is labelled or sent without you.

Does it write spintax that still reads naturally?

Yes. It writes spintax for the lines you choose, then reads every combination the way a recipient would and rewrites any that sound stiff or contradict another line. You get the sequence and a short list of the combinations it checked, so you can review it before saving.

Will it upload leads or start campaigns without asking?

No. Uploading leads, starting, pausing or editing a live campaign and sending replies each show a card with the client, the campaign and the number of leads affected. You approve, edit or decline. Smartlead's settings and your clients' sending rules stay as you set them.

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