Four stages, run by AI
| Stage | What the AI does |
|---|---|
| Instant Outreach | Sends the first WhatsApp message or makes the first call as soon as the lead arrives |
| Nurturing Emails & SMS | Shares brochures, prices, floor plans and project details |
| Follow-ups | Keeps following up — reminders and AI calls — until the lead responds |
| Offer Sends | Sends time-bound offers to warm leads |
Every channel your buyers use
- WhatsApp — conversational replies with brochures and media.
- AI calls — calls that ask about budget, requirement and timeline.
- Email — longer details, documents and offers.
- SMS — short reminders that reach every phone.
Interested, not interested, or needs a human
From each conversation, the AI decides whether a lead is interested, not interested, or needs a human. When a lead asks about price, wants to visit or says something the AI should not answer, it pauses, raises an alert and creates a task for the agent.
Paused leads are clearly marked on the board, so agents can see at a glance which leads are waiting for them.
Take over or hand back at any time
Agents can take over any lead by dragging its card onto the human follow-up pipe, and hand it back to the AI the same way. Where a lead starts is decided by your routing rules. Learn more about how an AI CRM works.
You stay in control of what the AI says
The AI uses your company name, a description of what your business does and the details of each project in every message it writes. You choose the follow-up sequence, the channels it uses and when it should hand a lead to a person.
Frequently asked questions
What does the AI follow-up pipe do?
It replies to new leads within moments, nurtures them with project details, keeps following up until they respond, sends offers to warm leads, and hands leads to an agent when they need a human.
Which channels does the AI use?
WhatsApp, AI calls, email and SMS.
How does the AI know when to involve a person?
When a lead asks about price, wants to visit or needs something the AI should not handle, it pauses, raises an alert and creates a task for the agent.
Can an agent take a lead away from the AI?
Yes. Agents can take over any lead at any time and hand it back to the AI later.