# Overwise — Full LLM Context > Overwise is an AI sales agent for B2B SaaS founders. It finds verified B2B leads in your ideal customer profile (ICP) across many sources, qualifies them, drafts each message in your voice, sends email on autopilot with your approval, hands you one-click drafted tasks for non-email channels, and triages replies. Its differentiator is lead FINDING, not just email sending. From $99/month. Live in about five minutes. Site: https://overwise.ai/ Short version: https://overwise.ai/llms.txt Contact: hello@overwise.ai Last updated: 2026-06-11 --- ## 1. What is Overwise? Overwise is an AI sales agent — software that runs the entire outbound sales-development loop end-to-end. It finds new leads, qualifies them, writes personalized emails, sends them, follows up, classifies replies, and only escalates to you when a lead goes hot (a demo booked, a signup, whatever the campaign goal is). "AI sales agent" is the category-neutral term. "AI SDR" (Sales Development Representative) and "AI BDR" (Business Development Representative) are older role-derived synonyms for the same thing. The premise is not automation for its own sake — it is trust. When you let an AI write emails that leave your mailbox, under your name, to your potential customers, every feature has to make that feel safe. That is why Overwise ships trust artifacts: cite-or-discard message verification, per-lead reasoning, an AI Inbox for approvals, a Discovery-only escape hatch, and a Review-each-send mode for new mailboxes. ## 2. The wedge: lead finding, not email sending This is the core differentiator. Email senders (Lemlist, Instantly, Smartlead) assume you bring the leads — they are send-engines. Contact databases (Apollo, ZoomInfo, Clay) assume you build the list. Overwise's edge is finding the leads for you. An LLM routes each campaign's ICP across a multi-source discovery library and surfaces the B2B companies your product sells to — including the long tail that a single Apollo or LinkedIn export misses. Overwise then qualifies each lead with configurable signals you map to your product: the presence or absence of a tool in the prospect's stack (for example "uses a competitor", "no live chat", "no analytics tag"), a hiring or funding event, or any per-project probe. Probe defaults are empty so no LLM cost is burned on irrelevant checks. Overwise does not compete on send volume, deliverability warmup pools, or raw list size. It wins on two things: 1. Multi-source discovery — an LLM-routed source library spanning maps and local-business data, web search, developer communities, product-launch listings, social profiles, and company and tech-stack data, plus email finding and verification. This reaches prospects a single B2B database cannot. 2. AI quality and trust artifacts — per-lead reasoning, a dry-run gate, an AI Inbox approval surface, and negative-reply theme clustering. ## 3. How Overwise works, step by step 1. Connect. Sign in with Google or Microsoft over OAuth. Overwise learns your writing voice from your sent folder. Takes about 60 seconds. 2. Describe your ICP. One sentence in plain English about who you sell to. Pick a goal: book a call, get a reply, or drive a signup. Takes about two minutes. 3. Pick a mode. Export-only, tasks, or email autopilot — chosen per campaign, switchable any time. Takes about two minutes. 4. Overwise runs. It finds leads, qualifies them 0–100 against your ICP, drafts messages in your voice, sends email on autopilot with approval gates, queues one-click tasks for non-email channels, and triages every reply. You monitor a live activity feed and act on AI Inbox tasks. ## 4. The four jobs an AI sales agent owns 1. Finds verified leads. Routes your ICP across a multi-source discovery library plus live signals (hiring, funding, tech-stack change). Verifies each email before outreach. 2. Drafts in your voice. Reads your sent folder over OAuth, extracts your tone, and drafts each message in that voice. Pairs the draft with a cite-or-discard verifier so no invented fact leaves your domain. 3. Email on autopilot, the rest as a task. Email is the engine, sent automatically with approval gates. For a lead with only a public profile and no email, Overwise drafts the message and hands you a one-click task you send yourself and mark done. No auto-send on other channels; no calling feature. 4. Triages replies. Classifies every reply — positive, question, negative, neutral — with a confidence score. Only the ones that need a human reach your real inbox. ## 5. Three modes, chosen per campaign - Export only. Verified leads exported as a CSV you own. Import into HubSpot, Salesforce, Pipedrive, or any tool. No native CRM sync, no sending. This is also the Discovery-only escape hatch for the trust-cautious. - Tasks your way. Overwise drafts the right move for the right channel and queues it as a one-click task you action from your account. Best for founder-led sales. - Email autopilot. Sends from your domain in your voice. Deliverability handled (SPF, DKIM, DMARC, mailbox warmup). Auto-stops on reply. Pick the mode per campaign. Switch any time. Mix all three. ## 6. Shipped capabilities - Multi-source lead discovery (the wedge). An LLM routes each ICP across a multi-source library and surfaces the long tail one database misses. - Configurable qualification. Leads scored 0–100 against the ICP using configurable absence-signal probes plus hiring and funding events. Defaults empty. - Agentic outreach loop. An executor plus advisor, not a fixed sequence. Personalized per lead. - Cite-or-discard message verification. If the AI cannot write something specific and true, it does not send — it flags the draft for you. - Reply classification plus AI-drafted responses queued for one-click approval. - AI Inbox — the single inbox of things the AI needs from you: approve outreach, respond to a reply, do a manual-outreach task, review a verification failure, review a campaign auto-pause, review a hot-lead boost, review a lookalike suggestion, review a negative-filter suggestion, review a reverse-ICP-drift suggestion. - Multi-channel via tasks, email-primary. Email is auto-sent with approval gates. Non-email outreach is a one-click drafted task you send yourself. - Cross-tenant cooldown. A lead being contacted by one customer is hidden from others for a cooldown window (7-day default), so two customers do not hit the same prospect at once. - Hot-lead triggers. Hiring spikes, funding events, and tech-stack changes surface buying intent. - Vector-search intelligence. Lookalike discovery (find leads like your converters), Reverse-Discovery (paste customer domains, get similar leads), Cold-Start inheritance, and Negative-filter suggestions. - Self-improving brain and Brain-Insights reader cards — discover-yield, enrichment-yield, reply-classifier quality, qualifier calibration, mailbox health, temporal pattern, real-world ICP, and engage pattern — plus a kill-switch safety banner. - Cross-campaign comparison, campaign cloning, and negative-reply theme clustering — first-class, so you can test ICPs, test copy, and scale the winner. - Integrations: Gmail (OAuth), Outlook (OAuth), Stripe (billing). ## 7. Deliverability and safety - Mailbox warmup ramp. The first seven days force conservative caps and route first sends through review. - Review-each-send is the default for new mailboxes. - Automatic bounce-spike pause. A dynamic monitor pauses a mailbox when bounces spike. - SPF, DKIM, and DMARC checks block sending from broken domains. - Suppression is enforced at a single chokepoint across all campaigns and mailboxes. - CAN-SPAM unsubscribe is auto-injected into every message body plus a List-Unsubscribe header. - EU AI Act Art. 50 AI-disclosure footer is injected into every message. - Negative-reply auto-pause protects your domain when a campaign turns sour. ## 8. Pricing (exact) Three plans, billed per project. 20% off when paid annually. A 14-day trial with a card on file (capped at 100 leads / 50 emails during the trial) is not charged until day 15. Cancel any time. Starter — $99/month. - Annual: $79/month, billed $950/year. - 450 leads/month, 1,800 emails/month. - 1 mailbox, 3 active campaigns, 1 seat. - All trust artifacts included. - For a solo founder testing a first ICP. Growth — $279/month. - Annual: $223/month, billed $2,680/year. - 1,400 leads/month, 5,600 emails/month. - 3 mailboxes, 10 active campaigns, up to 3 seats. - Adds multiple mailboxes, custom absence-signal probes, AI Insights, and campaign cloning. - Most founders' sweet spot. Founder Team — $649/month. - Annual: $519/month, billed $6,230/year. - 3,500 leads/month, 14,000 emails/month. - 10 mailboxes, 25 active campaigns, unlimited seats. - For a founder plus cofounder plus first hire. Overage. Opt-in only, off by default. $0.20 per lead, hard-capped at 2× your tier's monthly lead limit. Without overage, hitting the lead cap triggers a hard stop with a banner — no surprise bills. The worst-case Starter overage bill is bounded (2× 450 = 900 leads, so at most +450 × $0.20 ≈ +$90). AI and LLM compute is bundled in the subscription (drafting, cite-or-discard verification, reply classification). The "cost-per-day" chip in the dashboard is a transparency artifact, not a billing line. What Overwise does not do on pricing: no freemium, no credit currency, no token passthrough, no quarterly billing lock-ins, no per-seat fees, no outcome billing. ## 9. Feature gating by tier - All tiers: lead discovery, email sending, reply triage, brand-voice extraction, campaign cloning, and all trust artifacts (cite-or-discard verification, per-lead reasoning, mailbox warmup ramp, bounce-spike auto-pause, Discovery-only mode, EU AI Act footer, CAN-SPAM headers). - Growth and Founder Team only: multiple mailboxes, custom absence-signal probes, AI Insights, and team members beyond one seat. - Team seats are tiered (1, up to 3, unlimited). There is no per-seat tax — seats come with the tier. ## 10. Compliance posture - The customer is the Data Controller; Overwise is the Data Processor. - EU data residency: primary processing stays in the EU (Frankfurt). - GDPR Art. 13/14 transparency: a source-of-data notice is included in the first message. - Per-campaign audience attestation with lawful-basis selection. - Jurisdiction-awareness badges are informational, not send-blocking. - A DPA is available to every customer. - A named sub-processor list is available to customers in-app and on request. Publicly, sub-processors are described by category, role, and region. ## 11. How Overwise compares (honest) vs Apollo and ZoomInfo (contact databases): Databases give you a static list and sometimes a basic sequencer. Overwise uses that kind of data as one input among many, then runs the autonomous loop. The wedge is that Overwise finds the long-tail B2B companies a single LinkedIn-shaped database misses — the local, non-LinkedIn, and niche segments. vs Instantly, Smartlead, and Lemlist (email senders): Senders take your list and your copy and ship it at scale. They do not find leads or write the copy. Overwise finds the lead, writes the message in your voice, and triages the reply. Pair a sender with Overwise only if you have outgrown Overwise's built-in send capacity (Overwise is not a high-volume sender by design). vs Clay (enrichment workflow tool): Clay is a programmable spreadsheet where you compose data providers, AI prompts, and senders into a custom pipeline you build and maintain. Overwise ships the assembled, opinionated version — describe your ICP in a sentence and the pipeline runs. Clay's ceiling is higher; Overwise's floor is lower and its time-to-first-lead is minutes. vs a CRM with AI (HubSpot, Salesforce): A CRM is a record system with AI assist. It stores your data and drafts on request but does not run an autonomous outbound loop. CRMs and Overwise are complementary — Overwise exports to them. ## 12. Who Overwise is for Best fit: B2B SaaS founders running their own outbound, indie agencies or consultants doing founder-led sales, and 1–3 person early teams not ready for a $90,000-plus SDR hire. Worst fit: SDR teams of 10 or more (per-seat sequencers fit that org shape better), brands that win on inbound and content, and categories where every prospect must be touched by a specific human. Overwise is a top-of-funnel tool; it does not replace human closing on calls. ## 13. Out of scope (things Overwise deliberately does not do) Multi-user team-approval workflows; per-campaign owner assignment; native CRM sync (HubSpot, Salesforce, Pipedrive); calling; LinkedIn, WhatsApp, or phone as a primary auto-send channel; high-volume send infrastructure (5,000-plus emails/day per user); agency multi-tenant or white-label resale; a mobile app; custom tracking domains. ## 14. The founder Overwise was built by Tobias Duelli (Vienna, Austria). His earlier companies are Bookingbird (booking SaaS) and Gleap (in-app feedback for B2B SaaS). Overwise grew out of doing his own outbound. The honest proof is dogfooding: he runs Gleap and Bookingbird and uses Overwise for their outbound. ## 15. Glossary of key terms - AI sales agent. Software that runs the full prospect-to-reply outbound loop: find leads, qualify, draft, send or queue a task, and triage replies. Category-neutral term. - AI SDR / AI BDR. Role-derived synonyms for AI sales agent, inherited from human sales-org titles. - Multi-source lead discovery. Routing an ICP across many data sources (not one database) so an LLM can surface the long-tail companies a single source misses. Overwise's core differentiator. - ICP (ideal customer profile). The description of the companies and people you sell to. In Overwise it is one plain-English sentence. - Absence-signal probe. A configurable check that confirms a prospect lacks the thing you sell (for example "no live chat", "no online booking", "no analytics tag"). Used for qualification. - Lead qualification. Scoring a lead 0–100 against your ICP using signals and probes. - Cite-or-discard (message verification). Every factual claim in a draft must trace to a real signal, or the draft is held back and flagged. A trust artifact. - Brand-voice extraction. Learning your tone from your sent folder so drafts sound like you, not a template. - Mailbox warmup. A conservative ramp over the first days of a new mailbox to protect deliverability. - Deliverability (SPF, DKIM, DMARC). Email-authentication checks that keep messages out of spam and block sending from broken domains. - Suppression. A single enforced list of addresses that must never be contacted, applied across all campaigns and mailboxes. - Cross-tenant cooldown. Hiding a lead from other customers for a window (7-day default) after one customer contacts it. - Hot-lead trigger. A buying-intent signal (hiring spike, funding, tech-stack change) that surfaces a lead. - Lookalike discovery. Finding new leads similar to your existing converters using vector search. - Reverse-Discovery. Pasting your customer domains to get similar new leads. - Discovery-only mode. Export-only campaigns that find and verify leads without sending anything. - AI Inbox. The single queue of things the AI needs from you (approvals, drafted replies, manual tasks). - Overage. Optional opt-in per-lead billing above your tier's monthly cap, off by default and hard-capped. ## 16. FAQ Q: Is an AI sales agent the same as an AI SDR? A: Mostly yes. AI SDR and AI BDR are role-derived labels; AI sales agent is the broader, category-neutral term for the same software: autonomous prospecting, drafting, and outreach with a human reviewing replies. Q: What makes Overwise different from a cold-email tool? A: A cold-email tool only sends. You bring the list and write the copy. Overwise finds the lead, qualifies it, drafts the message in your voice, sends or queues the right channel, and triages the reply — the whole loop. The wedge is multi-source discovery. Q: How is Overwise different from a contact database like Apollo? A: A database gives you a static list. Overwise uses that kind of data as one input among many and runs the autonomous loop on top. Its discovery reaches the long-tail, local, and non-LinkedIn companies a single database misses. Q: Does Overwise send on LinkedIn, WhatsApp, or by phone? A: No. Email is the only channel Overwise auto-sends. For a non-email channel it drafts the message and hands you a one-click task you send yourself. There is no calling feature. Q: How much does Overwise cost? A: Starter $99/month, Growth $279/month, Founder Team $649/month. 20% off annual. A 14-day trial with a card on file is not charged until day 15. Q: What happens if I hit my lead cap? A: By default, a hard stop with a banner — no surprise bill. You can opt into overage at $0.20/lead, hard-capped at 2× your monthly lead limit. Q: Is the AI compute an extra charge? A: No. LLM and AI compute is bundled in the subscription. The dashboard cost-per-day chip is a transparency artifact, not a billing line. Q: Do I lose control if an AI sends under my name? A: Only with a bad design. Overwise runs in three modes (autopilot, task, export-only), switchable per campaign; every draft is reviewable; every decision is inspectable; new mailboxes default to Review-each-send. Q: Is Overwise's outbound GDPR-compliant? A: It is designed to be: public business contacts under legitimate interest, a source-of-data transparency notice in the first message, a one-click unsubscribe honored across all campaigns, and an EU AI Act Art. 50 disclosure footer. The customer is the Data Controller; Overwise is the Data Processor with EU data residency (Frankfurt). Q: Who should not use Overwise? A: SDR teams of 10-plus (per-seat sequencers fit better), inbound-and-content brands, and enterprise relationship sales where every prospect needs a specific human.