> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Automatic AI follow-up

> Let the AI create follow-up tasks with an approach script when the lead goes cold, stays neutral or raises an objection.

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.

## When to use

* Prevent leads from being forgotten after a conversation.
* Give the salesperson a consultative script, not just a reminder.
* Complement the [sequences](https://docs.notfy.ai/en/ia/cadencias-follow-up.md), which work with fixed triggers.

## Before you start

* The AI must be [active on the channel](https://docs.notfy.ai/en/ia/agente-atendimento.md), since detection happens in the conversations it handles.
* Have AI credits available.

> [!NOTE]
>
> This setting is not available for companies in the Service segment.

## 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.

## 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.

| Signal detected | Deadline to create the task |
| :- | :- |
| Cold lead | The **Cold lead** value. |
| Neutral lead (exploring) | The **Neutral lead** value. |
| Objection | The **Objection detected** value. |

## Frequently asked questions

> [accordion] Does this send a message to the customer?
>
> No. It is a task for the salesperson. Sending to the customer is done by you or by a [sequence](https://docs.notfy.ai/en/ia/cadencias-follow-up.md).

> [accordion] Can I use it together with sequences?
>
> Yes. Both features work in parallel and independently.

> [card] [Follow-up sequences](https://docs.notfy.ai/en/ia/cadencias-follow-up.md)
>
> Automatic sequences by trigger.

> [card] [Pipeline (Kanban)](https://docs.notfy.ai/en/atendimento/kanban.md)
>
> See the leads and their tasks.


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