Sales
IntermediateFollow-Up AI Agent
Persistent without being pushy.
Runs automated follow-up sequences based on lead status and engagement signals. The agent checks which leads have gone quiet, determines the right cadence and message, and sends contextual follow-ups that reference the original conversation. Sequences adapt based on opens, clicks, and replies.
How it works
- 01Scans portal CRM for leads in active follow-up stages
- 02Evaluates time since last contact and engagement signals
- 03Selects appropriate follow-up template based on lead stage
- 04Personalizes message with original inquiry context
- 05Sends via SendGrid with tracking (opens, clicks)
- 06Updates lead status and logs touchpoint in portal
Requirements
- Portal CRM with lead pipeline stages configured
- SendGrid with engagement tracking enabled
- n8n workflow for scheduled sequence triggers
- Follow-up email templates for each pipeline stage
Frequently asked questions
How does the AI follow-up agent decide when to send the next email?
The agent evaluates multiple engagement signals: time since last contact, email opens, link clicks, and replies. It selects the appropriate cadence and template based on where the lead sits in your pipeline, personalizing each message with context from the original conversation.
Will the follow-up agent stop sending if the lead replies?
Yes. The agent monitors for replies and engagement signals. When a lead responds, the agent updates their pipeline status and pauses the automated sequence so your team can take over the conversation naturally.
How many follow-up sequences can the agent manage at once?
There is no practical limit. The agent scans your entire CRM for active follow-up leads on each scheduled run, managing hundreds of concurrent sequences across different pipeline stages with unique cadences for each.
Ready to put the Follow-Up agent to work?
Start with a conversation. We'll walk through where this agent fits in your week and what it takes to get it running.
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