Close the gap between call and next action
After every meeting: writes an AI summary from the transcript, logs CRM notes automatically, drafts a personalized follow-up email for rep review, creates next-step tasks, updates deal stage, and schedules the follow-up meeting. Closes the revenue gap where 80% of deals go dark.
What goes in, what comes out.
Follow-Up Agent
Combine this agent with others for a complete pipeline.
Walk into every call fully prepared
Book meetings in conversation, not on a form
Predict and prevent every no-show
This agent is included in the following pre-built teams.
Powered by UpBookIt. Replaces the SDR function for inbound lead scheduling. Books meetings with branded pages and AI chat, qualifies every lead, enriches with company context, routes to the right rep, prevents no-shows, delivers pre-meeting briefs, and closes the loop with AI follow-up.
SDR Replacement Savings
$53k-$102k/yr
Built for outside sales reps who meet prospects in person. Adds geographic territory routing and travel-time-aware scheduling to the core SDR pipeline. Clusters meetings by location, calculates drive times, and delivers morning route briefs.
Route Efficiency Gain
28-35%
Automates the recruiting pipeline from candidate screening through interview scheduling. Screens candidates, matches to interviewer panels, coordinates multi-host scheduling, delivers prep briefs, and handles post-interview follow-up.
Recruiter Time Saved
4-6 hrs/week
Follow-Up Agent is expected undefined. Join the waitlist to be first in line.