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Your Follow-Up Assistant keeps the conversation going for you. As a lead moves through the stages in your Leads Portal, it sends a follow-up email at the right moment, automatically. That means leads don’t go cold just because you got busy, and you don’t have to remember who to chase. Staying in touch like this is how you keep customers engaged and grow your revenue, without lifting a finger.

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Watch a 2-minute overview

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Who this is for

Set up a Follow-Up Assistant if:
  • Your follow-ups are inconsistent and some leads slip away.
  • You spend too much time manually sending the same emails.
  • You want every lead to get a timely, professional reply without extra effort.
The Follow-Up Assistant uses the pipeline stages from your Leads Portal, so set up your Leads Portal first.

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Setting it up, step by step

Setup has two steps.
The Follow-Up Assistant intro screen

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1. Follow-up emails

You’ll see your pipeline stages laid out in a row. For each stage where you want a follow-up, you:
  • Turn the email on.
  • Write the subject and the message. You can drop in details that fill themselves in, like the lead’s name.
  • Choose when it sends: straight away, after a set delay like one day, or a custom amount of time.
  • Choose a condition, such as always sending it, or skipping it if the lead has already moved further along.
You need at least one stage switched on to go live.
The Follow-Up Emails step with the per-stage email editor

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2. Connect your email

Connect your Gmail account so the assistant can send emails from your real address. This is a quick, secure sign-in, and you can disconnect anytime.
The Connect Account step showing Gmail and Outlook coming soon
Gmail is supported today. Support for more email providers is coming soon.
Once you finish the secure sign-in, Gmail shows as Connected with your address, and a Disconnect button appears so you can unlink it whenever you like.

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Launching your Follow-Up Assistant

Once you’ve turned on at least one stage email and connected your inbox, you take it live from the Launch screen.
  1. Open the Follow-Up Assistant and go to Launch.
  2. Check the Connected to details: your Leads Portal pipeline (which triggers the emails) and the address you’re sending from.
  3. Click Launch Follow-Up Assistant, then confirm.
It then shows as Launched, and follow-up emails send automatically whenever a lead moves between pipeline stages in your Leads Portal.
The Follow-Up Assistant Launch screen with the Launch button and a Connected to panel
You need your setup finished first: at least one stage email turned on and an email account connected. Until then the Launch button stays disabled and the screen prompts you to finish, for example to connect your email account.

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Pausing it

To stop follow-ups, open the Launch screen and click Take offline, then confirm. No emails send until you launch it again, and your emails and settings are kept so you can turn it back on anytime.

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What you’ll see once it’s live

Once your email is connected and you switch it on, the Follow-Up Assistant runs quietly in the background. There’s no chat bubble and no code to add, it simply watches your pipeline and sends the emails you set up as leads reach each stage. From its page you can see a log of every email it has sent, including who it went to and when, plus simple reports like how many emails went out. Each email it sends is also recorded on that lead’s history in your Leads Portal, so you always have the full picture.
The preview showing the email flow across pipeline stages

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How it works with your other solutions

The Follow-Up Assistant is the last link in the chain. Your Sales Assistant captures the lead, your Leads Portal organizes it into your pipeline, and your Follow-Up Assistant emails that lead as it moves along. Because it’s tied to your Leads Portal, it always works from your real, up-to-date pipeline.