AI Agents watch replies, meetings, and silence — then queue the next touch. You approve sends. Tasks and call prep land in the CRM automatically.
Included on Pro. Free tier to explore. No credit card required.
“Happy to send the one-pager — want your ops lead on a 15-min walkthrough next week?”
How it works
Autonomous follow-up with a human gate on every send. Same CRM data Ask Flow uses — different job.
01 · Watch
Unreplied threads, meeting summaries, call outcomes, and stalled deals. The agent reads the same timeline you do — no separate rules engine to maintain.
02 · Propose
Email and SMS drafts cite the real thread. Cadence enrollments and tasks reference activity on the lead record — so you can verify in seconds, not guess.
Cites: pricing thread from Mar 4, demo notes from calendar sync
03 · Approve
Sends land in your personal approval queue. Review draft, citations, and rationale — then approve, edit, or reject. Call prep and tasks can sync to the CRM without a send.
“Happy to send the one-pager — want your ops lead on a 15-min walkthrough next week?”
Use cases
Scenario-first — what the follow-up agent does while you're on calls or in meetings.
7+ days of silence → personalized follow-up queued for your approval.
Meeting summary on the timeline → task + email draft within minutes.
No activity past your threshold → cadence re-enrollment or nudge.
Missed your window → next touch scheduled with quiet-hour rules.
Ask Flow vs AI Agents
Use both — Ask Flow when you ask, AI Agents when you're busy.
Built for teams
Compliance guards, quiet hours, and per-lead pause — so automation respects opt-outs and your team's boundaries.
Admins set workspace triggers, quiet hours, and auto-send rules. Each rep gets a policy seeded from defaults.
Not generic templates — drafts reference actual email or SMS history on the lead record.
Agent runs draw from your Pro usage wallet, same as Ask Flow and enrichment.
“Ask Flow drafts when I ask. AI Agents catch the leads I would have forgotten — I approve sends from my phone between calls.”
Included on Pro. Admins configure workspace defaults; reps review approvals from the dashboard pulse.