AI Agents overview

How the follow-up agent watches signals and proposes the next touch.

6 min read · Updated May 2026

What AI Agents do

AI Agents evaluate your assigned leads on a schedule and after key events: replies, meetings, calls, and stalled deals. They decide whether to propose a tailored touch, enroll a cadence, or skip.

Ask Flow vs AI Agents

  • Ask Flow: you ask, AI helps on demand
  • AI Agents: AI watches signals and queues work for you
  • Both are grounded in the same CRM activity timeline