What it does
The Follow-Up Agent:- Monitors conversation activity - tracks email threads, meeting follow-ups, and pending responses across your pipeline
- Detects stale conversations - identifies when a prospect hasn’t replied or an action item hasn’t been addressed
- Drafts follow-up emails - writes in your voice, preserves the subject line, includes the right context, and matches your communication style
- Queues for approval - every draft shows up in your approval queue. You review, edit if needed, and approve with one tap
Why it matters
Most deals don’t die because of price or competition. They die because someone forgot to follow up. The Follow-Up Agent makes sure that never happens - not because you’re more disciplined, but because the system is.How it writes like you
The Follow-Up Agent learns your communication style from your sent emails. It matches:- Tone - casual, professional, or somewhere in between
- Length - short and punchy or detailed and thorough
- Greeting and sign-off patterns - how you start and end emails
- Context - it reads the full thread before drafting so the follow-up makes sense
Configuration
You control how the Follow-Up Agent behaves:- Timing - how long a conversation should be quiet before a follow-up is drafted (e.g., 3 days, 1 week, 2 weeks)
- Priority - which deals or contacts should get follow-ups first
- Approval level - require approval for every follow-up, or auto-send for low-stakes conversations