What it does
An AI Employee follows a proposal cadence you set. It confirms receipt, answers standard questions, and pulls a person in when the conversation turns to terms or exceptions.
The problem
Proposals are emailed and then go quiet. The buyer meant to reply. Nobody follows up until the window has closed.
Trigger
Starts after every proposal.
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 cadence and the tone.
- Pricing changes and legal terms stay with a person.
- Stop immediately on unsubscribe or a clear no.
Workflow steps
- 1A proposal is marked sent.
- 2A confirmation check goes out on your timeline.
- 3Common questions are answered from your materials.
- 4Buying signals trigger a booking or a human handoff.
- 5Silence after the last attempt is logged as no-decision.
Example use case
A proposal went out Monday. Wednesday the AI Employee emails to confirm it arrived and offers to walk through options. The buyer asks about a start date. A kickoff call is booked with the assigned rep.
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.