What it does
An AI Employee runs nurture sequences you approve. Messages stay relevant to the last conversation, and a human takes over when the lead engages or the rules say to stop.
AI Workforce / Marketing
Marketing
Email Nurture
ON THE CADENCE YOU SET
The problem
Leads who are not ready to buy today go cold because nobody has a patient, consistent follow-up sequence.
Trigger
Starts on the cadence you set.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- SMS
- CRM
- Calendar
What it reads
- Messages in the connected inbox
- Inbound texts on connected numbers
- 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 approve the sequence, topics, and send windows.
- Sales-ready replies can skip the rest of the sequence.
- Frequency caps and opt-outs are mandatory.
Workflow steps
- 1A lead or customer enters a nurture stage in the CRM.
- 2The AI Employee sends the next approved message on your schedule.
- 3Replies are read. Questions are answered or handed off.
- 4Engaged leads can be booked or assigned to sales.
- 5Unsubscribes and bounces are honored and logged.
Example use case
A lead asked for a quote, then went quiet. Over three weeks they get two useful emails and one SMS check-in, each referencing the original request. They reply on week two and get booked. The remaining messages cancel.
Often handled by your AI Marketing Employee, 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
Review Requests
Asks completed customers for genuine feedback and a review, on a cadence you set, without filtering who is allowed to speak.
Review Response Drafting
Drafts a thoughtful reply to a new review for your approval. Nothing posts until you say so.
Reputation Monitoring
Watches for new reviews and public mentions, summarizes what changed, and flags anything that needs a person today.
See What an AI Workforce Could Do for Your Business
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