Sales Follow-up
Tracks follow-ups from Gmail and HubSpot and proposes the next step.
- Quote sent Monday, no reply yet
- Follow-up email is drafted
- Suggests moving this deal to Negotiation
Next steps ready for 3 deals
Example prompts
- Which deals have had no reply for a week? Suggest the next step for each.
- Draft a follow-up email for the quote we sent on Monday.
- Summarise this client's email history before my call.
Examples only. Your agent is tailored to your work.
Trust level and approval
It does not change deal stages or send mail until a person approves.
Needs approval: Follow-up emails and deal-stage changes
Every agent starts as an Intern. Your admin can promote it to Specialist.
Intern
Every action waits in the approval queue.
Specialist
May pre-approve only these low-impact actions:
- Labelling emails
Sending mail and changing deal stages always need a person's approval.
Emergency stop: available per agent and for the whole instance. It blocks new turns until an admin clears it.