Reads replies, meetings, and silence
The agent watches unreplied threads, meeting summaries, call outcomes, and stalled deals, then decides whether to nudge with a touch, enroll a cadence, or skip.
AI Agents watch your pipeline for replies, meetings, and gaps in activity, then propose the next touch. You approve sends. Tasks and call prep can land in the CRM automatically.
Free forever for one seat. No credit card required.
Ask Flow is for when you ask: search, summarize, draft on demand. AI Agents run follow-up on a schedule and after key events, then queue work for you. Same CRM data, different job.
Capabilities
The agent watches unreplied threads, meeting summaries, call outcomes, and stalled deals, then decides whether to nudge with a touch, enroll a cadence, or skip.
Email and SMS sends land in your personal approvals inbox. Review the draft, citations, and rationale before anything goes out. Call and prep tasks can land in the CRM immediately.
Drafts reference the actual email or SMS thread, not generic templates. The agent reads activity on the lead record and cites what it used so you can verify fast.
Opt-outs, do-not-contact flags, and "stop contacting me" replies block automation across channels. Out-of-office and wrong-contact signals stop further touches.
Admins set workspace defaults for triggers, quiet hours, and auto-send rules. Each rep gets a policy seeded from those defaults and can tune their own follow-up agent.
Miss a reply SLA? The agent schedules the next touch with weekend and quiet-hour rules, so hot leads get attention without pings at midnight.
Included on Pro. Admins configure defaults; reps review approvals from the dashboard pulse.