Managed AI employee role
Re-engage your past clients.
Conversational outreach campaigns designed to thoughtfully engage past clients and unconverted leads.
Intended outcomes
- Create opportunities from leads you already acquired.
- Deploy personalized outreach that adapts to the response.
- Qualify interested replies before human handoff.
Agent capabilities
Contextual outreach
Can reference past interactions or specific services if available in your CRM.
Objection handling
Instructed to respond politely if the lead declines.
Handoff triggers
Alerts a human representative when a lead shows intent.
Example workflow
Six-month check-in
- Agent texts past clients offering a seasonal inspection.
- Client replies asking for pricing.
- Agent provides an estimate and asks if they want to book.
- Agent hands off to sales when the client agrees.
Common Questions
How do you manage campaign pacing?
We configure the agent with pacing limits and opt-out workflows scoped during discovery to support your outreach guidelines.
Can it run via email and SMS?
Yes, provided we integrate with compatible email and SMS platforms.