Docs › Automation
Follow-ups
Never forget to get back to a lead.
Follow-ups remind your team — or the AI — to re-contact leads at the right time.
Create a follow-up
- From a conversation or lead, choose Follow up and pick a date and time.
- Or let an automation schedule it.
What happens when it is due
- A task appears for the owner, or
- the AI sends a context-aware nudge, using a template if the 24-hour window has closed.
Due and overdue follow-ups are listed in Follow-ups and on Home.