AI Follow-Up Agents
AI team members that follow up with leads by email, WhatsApp and SMS, and the flows that decide what they send and how they answer replies.
How an AI follow-up agent worksAn AI follow-up agent is a team member that chases the leads you assign to it by email, WhatsApp and SMS, and answers when they reply.Create an AI agent and tell it how to writeAdd an AI agent to your team by hand, then use its group instructions and the follow-up prompts to control what it writes.Plan the messages your agent sendsThe AI Tasks flow is the outbound sequence an AI agent runs for every lead you assign to it. Here is how to build and change it.Handle replies with response flowsWhen a lead answers your AI agent by email, WhatsApp or SMS, a response flow decides what happens. Here is what triggers it and what to put in it.Variables for incoming messagesEvery $EMAILDATA and $IMDATA variable an AI agent flow can use, the categories a reply is sorted into, and which other variables work in these flows.Let the AI decide what happens to a replyUse the AI Prompt action to read a lead's reply and answer a question about it, then branch on the answer with a Split.