# New-customer prospecting: coming soon to Pilotiko

> AI outbound prospecting does not exist in Pilotiko yet. What Canadian law expects, how to prospect today, and what Pilotiko already offers for inbound requests.

Updated on October 15, 2026 · https://app.pilotiko.com/en/product/prospecting

Prospecting for new customers with an AI agent (an AI SDR) is not built in Pilotiko: it is coming soon and not included in any plan. Pilotiko sends no prospecting messages. What exists today covers inbound demand: the website form, sorted requests, a leads-to-call-back counter and cost per customer.

## In short
- Status: coming soon. Pilotiko has no outbound prospecting engine.
- CASL bars commercial email without consent, so cold email is tightly limited in Canada.
- Available today: website form feeding the to-do list, request sorting, a Leads to call back counter.
- Any future prospecting will go through a person's approval.

## What is an AI SDR?

An SDR (sales development representative) finds businesses likely to buy, reaches out first and books a meeting for a salesperson. An AI SDR hands part of that job to software.

The work breaks into four moves: build a target list, find the right person and their contact details, write a personalized first message, then follow up until someone replies. AI SDR tools mostly automate research and writing, and sometimes the sending.

Sending is where the risk sits. A message that goes out on its own to a stranger carries your name and your legal exposure. OWASP recommends that a person approve high-impact actions taken by a language-model system, and gives posting content on someone's behalf as an example [4].

## What does the law allow for prospecting in Canada?

Canada's Anti-Spam Legislation prohibits sending a commercial electronic message to an address without the recipient's express or implied consent (s. 6(1)) [1]. Implied consent mostly covers an existing business relationship: a purchase within two years, or an inquiry the person made within six months (s. 10(10)) [2]. Cold-emailing a purchased list fits neither case.

In Quebec, a prospect list holds personal information. The private-sector privacy act limits access within the business to people who need it for their duties (s. 20) [3], and it sets strict rules on passing that information to a third party without consent (s. 13) [3].

| Method | Main framework | Watch out for |
|---|---|---|
| Cold email | CASL | Consent required; identification and unsubscribe in every message |
| Cold text message | CASL | A text is a commercial electronic message, just like email |
| Following up an inquiry you received | CASL (implied consent) | The inquiry must be less than six months old |
| Visit, trade show, business card | Quebec privacy act for the details collected | Tell the person how you will use them |

General pointers, not legal advice; telemarketing has its own federal rules too.

## Where does Pilotiko stand on prospecting?

The code has no prospecting engine: no target search, no contact enrichment, no follow-up sequence. Prospecting only appears as an acquisition channel you can declare so its cost can be tracked.

What exists serves customers who come to you. The form on your [hosted website](https://app.pilotiko.com/en/product/website) creates a request in the to-do list, plus a customer record when the person is new. The AI secretary sorts each request (question, booking, quote, complaint, emergency) and drafts a reply that, by default, waits for your approval. The office shows a Leads to call back counter.

| Feature | Status |
|---|---|
| Website form feeding inbound requests | Available |
| Request sorting and draft reply (human approval by default) | Available |
| Cost per lead and per customer, by channel | Available (logged spend) |
| Target and contact research | Coming soon |
| First message and automated follow-ups | Coming soon |

> Outbound prospecting is not built. It is not part of any plan and no date has been set. Pilotiko sends nothing to people who have not contacted you.

## How can you prospect today without Pilotiko?

1. **Pick a narrow target** — One trade, one region, one company size. For example, property managers with 20 or more units in Laval.
2. **Favour consent-based channels** — Trade shows, associations, referrals and useful content that gets people to write to you first.
3. **Follow up on inquiries** — Someone who asked you for information less than six months ago may receive a commercial email.
4. **Identify yourself in every message** — Name, mailing address, a way to reach you and an unsubscribe link.
5. **Measure cost per customer** — Log the time and money spent per channel; Pilotiko works out cost per customer from those figures.

## How many contacts does it take to sign a customer?

**Example: a Laval commercial cleaning company following up its inquiries**

Hypothetical figures for one source: inquiries received but never closed.

- Inquiries in the last six months, no follow-up : 40
- Replies to a personal follow-up (25%) : 10
- Quote visits booked (50% of replies) : 5
- Contracts signed (40% of visits) : 2
- **= 2 contracts from 40 follow-ups, or 1 customer per 20 inquiries in this example.**

## What will Pilotiko build for prospecting?

If Pilotiko builds an AI SDR, it will follow the same rule as other [AI agents](https://app.pilotiko.com/en/product/ai-agents): the agent prepares the list and messages, a person approves each send. Consent will be checked before sending, with the same safeguards as [email marketing](https://app.pilotiko.com/en/product/email-marketing), which is also coming soon.

Meanwhile, [advertising](https://app.pilotiko.com/en/product/advertising) tracking and your website help you attract inquiries you can lawfully follow up. Every upcoming capability is on the [roadmap](https://app.pilotiko.com/en/product/roadmap).

## Frequently asked questions

### Can Pilotiko find and contact potential customers for me?

No. Outbound prospecting is not built. Pilotiko handles the requests you receive, not messages to people who have not contacted you.

### Is prospecting included in a plan?

No. It is a coming-soon capability and is not included in any plan. You can join the waiting list by booking a demo.

### Can I cold-email a business in Canada?

CASL requires the recipient's consent for a commercial electronic message. A purchased list does not provide that consent; have a specific case checked by an adviser.

### Can I follow up with someone who asked for a quote?

Yes, if the request is less than six months old: CASL treats it as implied consent. Each message must still identify you and offer an unsubscribe.

### What is the Leads to call back counter?

An office counter that groups lead-type requests with no follow-up yet. It shows you whom to call; it contacts nobody for you.

### Will an AI SDR send messages without my approval?

No. If the capability is built, each send will wait for a person's approval, like every agent action that touches a customer.

## Sources

1. Justice Canada, Justice Laws, « Canada's Anti-Spam Legislation, section 6 (prescribed message content) », https://laws-lois.justice.gc.ca/eng/acts/E-1.6/page-1.html (accessed on 2026-10-15)
2. Justice Canada, Justice Laws, « Canada's Anti-Spam Legislation (S.C. 2010, c. 23), sections 10 to 11 », https://laws-lois.justice.gc.ca/eng/acts/E-1.6/page-2.html (accessed on 2026-10-15)
3. LégisQuébec, « Act respecting the protection of personal information in the private sector (CQLR, c. P-39.1) », https://www.legisquebec.gouv.qc.ca/en/document/cs/P-39.1 (accessed on 2026-10-15)
4. OWASP Gen AI Security Project, « LLM06:2025 Excessive Agency », https://genai.owasp.org/llmrisk/llm062025-excessive-agency/ (accessed on 2026-10-15)