Use case
Quoting and follow-up
Move from rough enquiry to quote-ready summary.
Collect job details, ask missing questions, prepare draft replies, and remind the team when follow-up is due.
Working prototype
Run a stale lead through the follow-up bot.
The Follow-Up Bot detects stale work, prepares the owner reminder, drafts the next customer nudge, and keeps outbound sending approved.
Lead submits jobAI checks detailsQuote notes createdOwner approvesFollow-up scheduled