Docs/AI employees
In development

Follow-up AI

Follow-up AI will draft compliant post-lead follow-up across your channels, with your approval before anything sends. It is in development.

What it will do

Follow-up AI will draft the follow-up a new lead needs, across your channels: CRM tasks, WhatsApp, Messenger, SMS, email, and phone.

Every draft runs consent, opt-out, and suppression checks, then goes through Compliance review before anything sends. Approval comes first until all channel rules are fully wired.

Until then

There is nothing to configure yet. Follow-up today works through tools you already have:

  • Follow-up reminders on contacts. See Contacts and pipelines.
  • The Today queue, your daily work list. See Today.
  • Conversation AI for automatic lead conversations. See Conversation AI.
In development

Follow-up AI is still in development. There is nothing to set up and nothing sends from it yet. This page will change when it ships.

Next step

Coordinate transactions.

Upload a signed contract, review the AI draft, and sync contacts, vendors, and a pipeline into your CRM from contract to close.

Open the Transaction Coordinator guide