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.
Product walkthrough
How Client Follow-Up works
Watch the workflow from account setup and lead entry to sending a follow-up and replying to a customer by SMS.
Silent demonstration with captions. Customer contact details have been obscured. SMS setup and sending depend on the business account and its messaging approval.
The workflow at a glance
01
Create your account
Enter your business information and choose your industry so suggested messages fit your work.
02
See what needs attention
Your dashboard shows the follow-up queue, upcoming work, and recent activity in one place.
03
Add or import leads
Create a customer opportunity or import a CSV, then set the service and follow-up date.
04
Draft with AI and review
Ask CFU AI Follow-Up Copilot for a draft in the customer’s language, edit it, and approve it before sending.
05
Create an AI-assisted sequence
Use CFU AI Sequence Builder to prepare an editable flow. Review the content, language, timing, and stop conditions before saving or enrolling customers.
06
Choose email or SMS
Select the available channel, send the approved follow-up, and check its delivery status.
07
Continue the conversation
Read customer SMS replies and respond from the Conversations inbox.
Ready to follow up consistently?
Bring your customer opportunities and follow-ups into one place.
Start Your 14-Day Free TrialBuilt-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.