What it does
An AI Employee works a reactivation list you define. It checks in, answers questions, and books a next job or flags accounts that need a human.
AI Workforce / Sales
Sales
Customer Reactivation
ON A DEFINED CADENCE
The problem
Past customers sit in the CRM after the last job. Nobody has time to call the list, so repeat work goes to whoever asks first next season.
Trigger
Starts on a defined cadence.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- SMS
- Phone
- CRM
- Calendar
What it reads
- Inbound texts on connected numbers
- Messages in the connected inbox
- Inbound calls and voicemail on connected lines
- CRM records, notes, and fields you map
- Availability and events on connected calendars
Actions it can take
- Reply or reach out on the connected channels you allow
- Check availability and book or update appointments when your rules allow
- Create or update CRM records with the fields you map
- Hand off to a person when the request is outside the playbook
Human controls
- You choose who is eligible and how often they can be contacted.
- Honor opt-outs immediately.
- VIP accounts can skip automation and stay with a person.
Workflow steps
- 1A list of quiet customers is pulled from the CRM on your rules.
- 2The AI Employee reaches out with a relevant check-in, not a generic blast.
- 3It handles replies, objections, and simple questions.
- 4Ready customers get booked. Others are snoozed or closed.
- 5Outcomes are written back so the list stays clean.
Example use case
Last year's tune-up customers who have not booked this season get a text. One replies that the unit has been noisy. The AI Employee asks two questions and books a diagnostic. Another says not this year and is marked do-not-contact until next season.
Often handled by your AI Sales Representative, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Lead Follow-Up
Responds immediately, answers common questions, qualifies the opportunity, and keeps the conversation moving until they book, buy, or need a person.
Speed-to-Lead
Picks up the new inquiry the moment it arrives, starts the conversation, and captures the details your team needs to take the next step.
Lead Qualification
Asks the questions your team would ask, scores the opportunity against your rules, and routes ready leads to a person.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.