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AI Lead Follow-Up

SMS and call sequences for leads that have not booked.

AI Lead Follow-Up is at /follow-up. It is not in the main sidebar. Open it from Inbox Dashboard Quick actions, the CRM follow-up banner, or a Conversations banner. The product name on the marketing page is AI Follow-Up. The add-on id is smsFollowUp (activation name can still show as Inbox Pro).

What it is

Subtitle: “Your AI agent automatically follows up with leads that didn’t book — by text and phone call — until they convert or opt out. Here’s how it’s performing.” Badge Active or Paused. This is the sequence runner, not the CRM lead list.

Open the screen

Go to /follow-up, or click View results / Follow-Up from CRM or Inbox Dashboard. Without the add-on you see the marketing page.

What the page shows

KPIs: AI-booked leads (This month) · Revenue recovered (Estimated job value) · Leads in progress (Follow-up active) · Total leads entered (Last 30 days).

Follow-up funnel (Last 30 days): Unbooked leads entered → Contacted (SMS or Call) → Responded → Booked by AI, plus conversion rate.

Chart: AI-booked leads by week split SMS / Call.

Follow-up activity tabs: All · Booked · In Progress · No Response · Opted Out. Columns: Lead (links to /crm/{id}) · Last contact · Attempts · Channel (SMS | Call | Both) · Source (Voice | SMS | Web Chat) · Status · Booked value. Empty: No leads in this queue.

Settings strip: Follow-up window {n} days · Max attempts {n} (SMS + Call) · Trigger New Lead, no booking after {n} hours · Edit Settings.

Controls

  • Pause Follow-Up / Resume Follow-Up (can be UI-only)
  • Edit Settings modal: “Carrie texts and calls unbooked leads until they book or opt out.”
    • Follow-up window: 3 / 5 / 7 / 10 / 14 days
    • Max attempts: 2 / 4 / 6 / 8
    • Trigger after no booking: 1 / 2 / 4 / 6 / 12 / 24 hours
    • SMS and Call toggles
    • Cancel / Save
    • Defaults: 7 days, 6 attempts, 2 hours, SMS and Call on

A lead is eligible when CRM status is not Booked and not Closed.

Typical workflow

  1. From CRM, enable follow-up for unbooked leads.
  2. Open /follow-up. Confirm the badge is Active.
  3. Watch In Progress vs Opted Out.
  4. Tighten the window or max attempts in Edit Settings if guests are getting too many touches.

Empty, locked, or preview-only

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