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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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5.0 · 5 customer ratings

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 or SMS — 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 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 and SMS today. The AI picks the best available channel for each contact. WhatsApp is coming soon.
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.