What it does
An AI Employee watches open quotes and follows up on the cadence you set. It answers common questions, collects a yes/no, and routes serious remaining objections to sales.
The problem
Estimates go out and then sit. The customer has questions, compares options, and nobody follows up until the quote is already cold.
Trigger
Starts after every sent quote.
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
- Google Sheets
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
- Rows and columns you map in Google Sheets
Actions it can take
- Reply or reach out on the connected channels you allow
- Create or update CRM records with the fields you map
- Read and update mapped spreadsheet rows
- Hand off to a person when the request is outside the playbook
Human controls
- You set how soon and how often to follow up.
- Price exceptions and custom terms stay with a person.
- Stop rules apply after a defined number of attempts or an opt-out.
Workflow steps
- 1A quote is marked sent in the CRM or spreadsheet.
- 2The follow-up cadence starts on your timeline.
- 3The AI Employee checks in, answers questions, and logs replies.
- 4Accepted quotes are routed to scheduling or a person.
- 5Declined quotes capture a reason when the customer shares one.
Example use case
A replacement quote went out Tuesday. Thursday the AI Employee texts to see if they had questions. The customer asks about financing. That question is handed to sales with the thread attached, instead of dying in the inbox.
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.