How the follow-up agent works

The follow-up agent picks up leads who didn't book the first time: a missed call, a form fill, a quote that went quiet. It writes from what it knows about your business, the way you'd want a good front desk to.

• Turn it on or off on the Follow-up agent card on Home, above your customers (or Follow-up texts in Text agent → Settings).
• Some follow-ups wait for your OK as a card you can approve.
• It stops for anyone who replies STOP, and hands anyone who asks for a person to you.

Choose how you hear about handoffs in Settings → Notifications.