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When the AI notices, during service, that a lead has gone cold, is just exploring or has raised an objection, it can create a task for the salesperson, with a ready-made approach script.

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When to use

  • Prevent leads from being forgotten after a conversation.
  • Give the salesperson a consultative script, not just a reminder.
  • Complement the sequences, which work with fixed triggers.

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Before you start

  • The AI must be active on the channel, since detection happens in the conversations it handles.
  • Have AI credits available.
This setting is not available for companies in the Service segment.

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How to turn it on

1

Open the settings

Go to Settings, General Settings, Follow-up Sequences tab.
2

Turn on the feature

In the AI-Powered Smart Follow-up section, enable Automatically create follow-ups via AI.
3

Set the deadlines

Adjust, in hours, Cold lead (default 48), Neutral lead (default 24) and Objection detected (default 24). Accepts 1 to 720 hours.
4

Save

Save the settings.

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What happens

When the signal is detected, the system creates a task for the lead’s owner, after the configured deadline. The task includes a consultative script generated by the AI. You find it in the lead’s task list.

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Frequently asked questions

No. It is a task for the salesperson. Sending to the customer is done by you or by a sequence.
Yes. Both features work in parallel and independently.

Follow-up sequences

Automatic sequences by trigger.

Pipeline (Kanban)

See the leads and their tasks.
Last modified on November 10, 2026