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Lead Follow-Up

Every Lead Gets a Replyand a Follow-Up

Leads go cold in a shared inbox. AssistJet answers each one from your docs, records the lead in your app, and follows up on the day you set, until you take over.

Start Free All Use Cases
Starts From
A new record in leads
Model Use
1 agent step
Your Part
1 question when a lead replies

The Reminder Gets Missedon a Busy Week

A form fills your shared inbox. You copy the details into the CRM, look up the company, write a reply, and set a reminder to follow up. On a busy week you miss the reminder, and the lead buys from whoever wrote back first.

  • Read the inquiry and your product docsThe agent
  • Write a reply that answers the questionThe agent
  • Add the lead to your appThe automation
  • Follow up two days later if the lead has not repliedThe automation
  • Take the conversation from the first reply backYou

One Lead, Answered and Followed Up

When a lead fills in the demo form, answer their question, and follow up in two days if they have not replied.

You Set What the Agent May Do

Each tool has one level for each seat, and your rules are enforced in code before the call. These tools are examples, and your own list comes from your app.

  • leads_getThe run reads the lead again.Read
  • companies_searchThe agent looks up the company.Read
  • leads_updateThe run records each step.Auto
  • quotes_createYou approve any price.Ask First

Set the tone, the length, and the words to avoid on the Agent page, and try the reply on a sample lead before you turn it on.

Describe It, or Ship It as a Recipe

Write the job in plain words, and the agent drafts these steps as a card. If you build apps for other people, ship the same steps as a recipe, and every customer gets the job with no setup.

assistjet_recipes 
[
  {
    "id": "lead-follow-up",
    "name": "Lead follow-up",
    "trigger_kind": "record",
    "trigger": {
      "collection": "leads",
      "event": "insert"
    },
    "steps": [
      {
        "kind": "agent",
        "instructions": "Read this lead and our docs. Write a short reply that answers the question in their message."
      },
      {
        "kind": "send",
        "to": "{{record.email}}",
        "subject": "Your question about {{record.product}}",
        "text": "{{agent}}"
      },
      {
        "kind": "delay",
        "minutes": 2880
      },
      {
        "kind": "tool",
        "tool": "leads_get",
        "arguments": {
          "id": "{{record.id}}"
        }
      },
      {
        "kind": "branch",
        "field": "result.replied",
        "op": "equals",
        "value": true,
        "then": [
          {
            "kind": "ask",
            "text": "{{record.name}} replied. Who takes this lead?",
            "free": true
          }
        ],
        "else": [
          {
            "kind": "send",
            "to": "{{record.email}}",
            "subject": "Still looking at {{record.product}}?",
            "text": "Happy to answer anything else. Just reply to this email."
          }
        ]
      }
    ]
  }
]

What You Can Count On

A Pause Can Last 30 Days

A delay runs from 1 minute to 30 days, and the run picks up in the same place with the same context.

Every Message Goes Out Once

AssistJet stores one unique key before the first step of each run, so a retry stops right there.

Try It on a Copy

Try It runs the steps in a sandbox on a copy of your data. A trial sends no mail and leaves your live app alone.

More Jobs to Hand Over

Customer Onboarding New accounts get the next step, a nudge when they stall, and a call from you when they stay stuck. Renewals and Retention Thirty days before a renewal, the agent reads the account and starts the right conversation. Customer Support The agent looks up the order, answers from your docs, and runs the refund you approved.