Follow-Up Agent

Configure the agent that finds missed follow-up, drafts next actions, and routes them for approval.

7 min readUpdated June 2026

Open the agent

Open AI Agents, then choose Follow-Up Agent.

Video walkthrough placeholder showing the Follow-Up Agent page, modules, policies, runs, analytics, and approval routing.
Video: Configure Follow-Up Agent
Video walkthrough placeholder showing the Follow-Up Agent page, modules, policies, runs, analytics, and approval routing.
Follow-Up Agent page with modules tab, policy settings, recent runs, analytics, and enable or pause controls.
Follow-Up Agent page with modules tab, policy settings, recent runs, analytics, and enable or pause controls.

Core modules

  • Pipeline Scan: finds stalled contacts, leads, and deals.
  • Cadence Manager: reviews cadence health and blocked steps.
  • Reach Builder: drafts the next best message or call plan.

Policies to set

  • Which stages or pipelines the agent can scan.
  • Which channels it may recommend.
  • Who reviews drafts.
  • How often the agent runs.
  • What counts as overdue or stale.
Follow-Up Agent policy settings with scan scope, channels, reviewer assignment, run schedule, and stale-record threshold.
Follow-Up Agent policy settings with scan scope, channels, reviewer assignment, run schedule, and stale-record threshold.

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