Good news all. We can now add custom data extraction tools and custom mapping tools to increase what your AI agent knows about your leads - now multiple agents can recall past conversations and understanbd better you leads journey instantly.

What is an AI Follow-Up System? An AI follow-up system is an automated communication platform that uses artificial intelligence to maintain consistent contact with leads and customers throughout the service lifecycle. Unlike traditional CRM reminders or email sequences, AI-powered systems can understand context, respond intelligently to customer replies, and adapt their messaging based on customer behavior and engagement patterns. For service businesses—including HVAC companies, plumbers, electricians, home service providers, and professional services—these systems solve a critical problem: following up with every lead consistently while your team focuses on delivering actual services. How AI Follow-Up Systems Actually Work The Core Components 1. Lead Capture Integration The system connects to all your lead sources—website forms, Facebook ads, Google Local Services, phone calls, and referrals. When a new lead comes in, the AI immediately captures their information and context (what service they inquired about, urgency level, source, etc.). 2. Intelligent Conversation Engine The AI uses natural language processing to understand customer responses. It can: - Detect urgency and intent - Identify questions and provide relevant answers - Recognize booking interest vs just browsing - Understand when to escalate to a human team member 3. Multi-Channel Communication Modern AI follow-up systems reach customers where they actually respond: - SMS text messages (highest response rate for service businesses) - Email (for detailed information and estimates) - Voice calls (for high-value opportunities) - Social media messaging (where applicable) 4. Behavioral Triggers The system monitors customer actions and adjusts accordingly: - Opened the estimate but didn't respond → Send reminder - Clicked the booking link → Prioritize for sales team - Asked about pricing → Provide detailed breakdown - Went silent for 3 days → Re-engagement sequence 5. CRM Integration Everything syncs with your existing systems (ServiceTitan, Jobber, Housecall Pro, GoHighLevel, etc.) so your team has complete visibility and context.

Most businesses don’t have a traffic problem. They have a follow-up problem. Did you know: - 78% of leads buy from the first responder. - 50% of sales go to the vendor who responds first. - Yet the average response time is over 40 hours. 👉 Speed-to-lead isn’t optional anymore. It’s life or death for your pipeline.Question for you: How fast are you responding to new leads right now?