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AI Follow-Up

Stop losing leads to silence

AI Follow-Up automatically drafts and sends personalized follow-up messages for pending bookings, completed jobs, and overdue invoices — so no lead, no review request, and no payment reminder ever falls through the cracks.

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Included in Pro and Business plans

Capabilities

Follow-up that runs itself

Set the rules. AI handles the rest — drafting, timing, and sending.

Booking follow-up

When a booking request sits pending, AI drafts a friendly nudge to get the customer to confirm — mentioning their preferred date and service type.

Review request

After a completed job, AI sends a review request asking for feedback and a rating — timed for the best window after the service.

Invoice reminders

Overdue invoices get escalating follow-ups — from a gentle reminder to a past-due notice — sent automatically on a schedule you control.

Approve or auto-send

Choose approve mode (review before sending) or auto-send mode (AI handles it). Switch anytime per channel.

Multi-channel delivery

Follow-ups go through email, SMS, or WhatsApp — whichever channel you have enabled for each contact.

Follow-up status tracking

See which follow-ups are pending, sent, or overdue. Track the full history in the dashboard.

How it works

From trigger to sent message

1

Set your rules

Define triggers: pending bookings, completed jobs, overdue invoices. Choose timing, tone, and whether to approve or auto-send.

2

AI drafts the message

When a trigger fires, AI writes a personalized message using the customer's details, job context, and your company's voice.

3

Send or review

In auto mode, the message goes out on the scheduled time. In approve mode, it sits in your queue until you confirm.

Follow-up triggers

Every situation where follow-up matters

The system monitors your data and fires follow-ups at exactly the right moment.

  • Booking request pending — nudge the customer to confirm
  • Job completed — ask for a review or referral
  • Invoice overdue — send escalating payment reminders
  • Quote sent — follow up to close the deal
  • No-reply after initial contact — re-engage the lead
Safety rails
  • Never sends without approval in approve mode
  • Respects customer unsubscribe preferences
  • Won't send duplicate messages
  • Tone escalates appropriately for overdue invoices
  • Every sent message is logged to the customer timeline
FAQ

AI Follow-Up questions

What triggers an AI follow-up?
The system monitors pending bookings, completed jobs without a review, and overdue invoices. When a trigger fires, AI drafts a personalized message and either sends it automatically or queues it for your approval.
Can I control whether messages go out automatically?
Yes. You choose per-channel: approve before sending (review mode) or let AI send automatically. You can switch modes at any time.
What channels does it send through?
Follow-ups go through whichever messaging channels you have enabled — email, SMS, or WhatsApp. The AI picks the best available channel for each contact.
Does it handle overdue invoices?
Yes. Overdue invoice reminders are drafted by AI and sent on a schedule. The tone escalates gently from friendly reminder to past-due notice.

Ready to stop losing leads?

Turn on AI Follow-Up and make sure every lead, booking, and invoice gets the attention it deserves.

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Pricing

Included in Pro and Business plans.

Contact

Talk to sales or support.