CFU AI Follow-Up Copilot
Draft a follow-up, improve your wording, suggest a reply, or summarize a conversation using relevant business and customer context.
AI capabilities in Client Follow-Up
Practical assistance for follow-up work, with people in control.
Built-in AI capabilities
AI drafts it. You approve it. CFU follows through.
Client Follow-Up brings AI assistance into your existing follow-up workflow. You remain responsible for reviewing, editing, approving, and sending customer messages.
CFU AI Sequence Builder
Describe your audience and goal to generate an editable sequence of email or SMS drafts. Review each step, timing, and stop conditions before saving and using it.
Multilingual Follow-Up
Work in English, Spanish, or French. Generate follow-ups in the customer’s communication language and sequences in the language you select.
Human review and approval
AI results are suggestions, not verified facts. Check accuracy, consent, tone, links, and the selected language. Saving a generated sequence does not enroll customers or send messages; generated sequence messages remain drafts for review.
Privacy and data handling
When your business enables AI drafting and a team member requests a draft, we send minimized context to OpenAI for processing. This may include a customer’s first name, opportunity stage, limited notes, recent conversation excerpts, last-contact date, business facts and the draft being revised. Email addresses and phone numbers are removed from customer text where detected; avoid sensitive information in notes and drafts.
We request stateless processing using the API’s store: false setting. This does not guarantee zero retention: OpenAI’s applicable abuse-monitoring and data-retention policies still apply. We keep business-scoped usage and audit metadata, including user, language, model, status, token counts and draft-review outcomes, without copying conversations or generated drafts into the AI audit table. A draft you explicitly save uses CFU’s normal message storage.
AI processing and privacyAI availability depends on business preferences and service configuration. Included assistance uses shared business request and token limits; it does not change plan prices, seats, contacts, or SMS credits. Manual editing remains available when AI is unavailable.