Every call, followed up
After each call the AI writes the follow-up and turns what was promised into tasks — so the next step goes out the same day, the hottest leads first.
- Suggested after every call
- Hottest leads first
- Call, text or e-mail
Every promise becomes a task
Tasks in a sample workspace: the action items the AI found in each call, with their priority, their due date and whose they are.
What it does
Your follow-ups, written once
Write your follow-up messages once — by SMS or e-mail, with the contact’s name, company and the agent filled in for you — and send one by hand from the follow-up, or let it go out by itself a set time after every call. The e-mail is signed by the agent, and replies reach the agent.
- SMS and e-mail templates
- {{name}}, {{company}}, {{agent}} filled in
- Sent by hand, or after every call
Everything after the call
Suggested follow-up
What to say next, written by the AI from what was said on the call.
Hottest leads first
The queue sorts by lead score, so the best chance is never the one that waits.
Call, text or e-mail
Act on a follow-up in one click — call back, send the text, or e-mail it.
Tasks from the call
What was promised on the call, as tasks with a priority and a due date.
Missed calls called back
A missed incoming call becomes a call-back task for the agent who last spoke to the caller.
Reminders
Tasks remind their owner when they are due; overdue ones stand out.
From the call to the next step
- 1
The call ends
The AI reads the conversation.
- 2
A follow-up is suggested
And what was promised becomes tasks.
- 3
It waits in the queue
Hottest leads first, with why and what the customer wants.
- 4
The agent acts
Calls, texts or e-mails — then marks it done.
Why follow-ups matter
Most deals are lost after the call
A customer who was promised a quote and never got it calls someone else. When every call ends with a written follow-up and a list of what was promised, nothing depends on someone’s memory — and a manager sees at a glance what is still waiting, and for how long.
- Nothing promised is forgotten
- The next step goes out the same day
- Managers see what is still waiting
Questions
Does the AI send follow-ups by itself?
No. A suggested follow-up waits for the agent to call, text or e-mail it. Only a template you set to go out after every call is sent by itself.
Where do the tasks come from?
From the AI summary of each call — what was promised and what to do next — and from missed incoming calls, as call-back tasks. You can add your own too.
Who sees the follow-ups?
Each agent sees their own; admins and managers also see the whole team’s.
In the plans
AI follow-ups
Follow-ups suggested from what was said on the call.
Contacts & tasks
Each contact with its calls and messages; tasks from your calls.
SMS (send only)
Text contacts from your business number; delivery tracked, STOP honoured.