What it does
An AI Employee follows up as soon as a lead arrives. It reaches out on the channels you use, answers common questions, qualifies the opportunity against your rules, and books a next step or hands the conversation to your team.
The problem
New leads sit in the inbox or CRM while the team finishes other work. By the time someone calls back, the prospect has already talked to someone else.
Trigger
Starts as soon as a new lead arrives from a form, call, chat, ad, or CRM record.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- Phone
- SMS
- Website chat
- CRM
- Calendar
What it reads
- The new lead record and any fields you map
- Your qualifying questions, talk tracks, and booking rules
- Connected calendar availability when booking is allowed
Actions it can take
- Reach out on the channels you allow
- Answer common questions from your knowledge
- Qualify against your rules and log the conversation
- Book a next step or hand the thread to a person
Human controls
- You approve the qualifying questions, talk tracks, and booking rules.
- Set quiet hours, retry cadence, and when to stop following up.
- Anything outside the playbook can be handed to a person.
Workflow steps
- 1A new lead arrives from a form, call, chat, ad, or CRM record.
- 2The AI Employee reaches out on the channel that fits the lead and your rules.
- 3It answers common questions, gathers qualifying details, and logs the conversation.
- 4If the lead is ready, it books a next step on the calendar.
- 5If the lead needs a person, it routes a summary to your team.
Example use case
A website form comes in at 7:42 p.m. The AI Employee texts within seconds, confirms the service needed, checks a few qualifying questions, and offers two appointment windows for the next morning. The booked slot and notes land in the CRM before the office opens.
Often handled by your AI Sales Representative, as part of the broader AI Workforce.
How to customize
You choose qualifying questions, channels, quiet hours, retry cadence, and when a person takes over. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
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.
Appointment Booking
Checks real availability, offers open windows, books the appointment, and sends confirmations so the calendar stays accurate.
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.