What it does
An AI Employee finds opportunities that have gone quiet, reaches out with context from the last conversation, and either books a next step or marks the record accurately.
AI Workforce / Sales
Sales
Pipeline Follow-Up
ON STALE OPPORTUNITIES
The problem
Opportunities age in the pipeline with no next step. Reps hunt the loud deals and the quiet ones expire.
Trigger
Starts on stale opportunities.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- CRM
- SMS
- Calendar
- Slack
What it reads
- CRM records, notes, and fields you map
- Messages in the connected inbox
- Inbound texts on connected numbers
- Availability and events on connected calendars
- Internal alerts and threads you route to Slack
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
- Notify the team in Slack with a summary
- Hand off to a person when the request is outside the playbook
Human controls
- You define stale-after rules by stage.
- Named accounts can stay with the assigned rep only.
- Require approval before changing stage on large deals.
Workflow steps
- 1Stale opportunities are selected based on stage and idle time.
- 2The AI Employee reviews the last notes and opens a relevant follow-up.
- 3Replies are captured and the stage is updated.
- 4Ready deals get a meeting or a handoff.
- 5Dead deals are closed with a reason when possible.
Example use case
A discovery call from 11 days ago has no next meeting. The AI Employee emails a short recap and two times to continue. The prospect picks one. The CRM stage moves from Discovery to Scheduled, and the rep gets a Slack note.
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.