Sending a Manual Follow-Up
Trigger a one-time AI follow-up message for any lead.
SENDING A MANUAL FOLLOW-UP
Even without the automated AI SDR, you can trigger a one-time follow-up message for any individual lead from the lead detail page.
HOW TO SEND A MANUAL FOLLOW-UP
- 1.Go to the Leads tab and click any lead
- 2.On the lead detail page, find the Follow-Up section
- 3.Click Send Follow-Up
- 4.The AI will compose and send a personalized message based on the conversation
WHAT GETS SENT
The AI writes a follow-up email and SMS to the prospect's captured contact info. The message references their specific conversation and includes a call to action.
WHEN TO USE THIS
- •A lead came in while the AI SDR was disabled
- •You want to re-engage a lead that went cold
- •You want to personally trigger a follow-up for a particularly high-value prospect
GOOD TO KNOW
Manual follow-ups count toward your plan's messaging limits. The base plan includes up to 100 follow-ups per month. Contact support if you consistently exceed this.
Can I edit the follow-up message before it is sent?
Not currently. The AI generates and sends the message automatically. Message preview and editing is on the roadmap.
How quickly is the follow-up sent?
Within 60 seconds of clicking Send Follow-Up.