Why does reply speed decide who wins the deal?#
A lead who fills in a form is usually filling in your competitor's form too. The first business to reply sets the appointment. Agent Studio replies for you the moment the lead arrives, day or night, then keeps following up until they book or say no.
Which AI follow-up workflows can I switch on today?#
Agent Studio ships ready-made sales workflows. Create one from Automations, adjust the wording, and turn it on.
| Workflow | Starts when | What it does |
|---|---|---|
| Text new leads in seconds | A form is submitted | Texts the lead within seconds and opens a call-now task |
| Qualify new leads | A contact is created | AI rates the lead hot, warm or cold, tags them and opens a call-now task for every hot lead |
| Answer new texts with AI | A lead texts you | AI writes a short, friendly reply and sends it, then your team takes over |
| Nurture new leads for a week | A form is submitted | Two emails, a text and a call task over 7 days |
| Follow up leads who did not book | A form sends a lead to your calendar and they skip booking | Two emails over 4 days, then a call task; anyone who books stops getting reminders |
| Text back missed callers | A call goes unanswered | Texts the caller and opens a call-back task |
How do I set up AI lead follow-up?#
Your speed-to-lead system
Step 1: Capture leads in a form
Build or connect the form your site and ads send traffic to.Open FormsStep 2: Create Text new leads in seconds
Pick it from the CRM workflow starters, check the message and turn it on.Open AutomationsStep 3: Add Qualify new leads
AI scores every new contact so your reps call hot leads first.Add the starterStep 4: Let AI answer replies
Set Conversation AI on your SMS channel to Reply automatically or Suggest a reply for each message.Open Channels and AIStep 5: Work hot leads with the power dialer
In Calls, choose Start a call list from a smart list or pipeline stage. Your phone rings first, then each lead in turn.Open Calls
What does the AI Inside Salesperson add?#
The AI Inside Salesperson runs a structured discovery pass on each inquiry. It reads the inquiry, your services, your qualifying questions and your open availability, answers the objections your services sheet covers, and either books the slot in your CRM through a webhook connection you approve or hands a rep a ready-to-use brief.
Can AI follow up by phone too?#
Yes, in two ways. Inbound, a Voice AI receptionist qualifies callers and books them on your calendar. Outbound, the Power dialer works a call list one contact after another, records each outcome (connected, no answer, voicemail, busy, wrong number, asked not to be called) and moves you to the next lead without a single redial by hand.
Track every qualified lead on your pipelines, and capture new ones with forms that start follow-up the moment they submit.