Custom AI Sales Follow Up Automation
Make the next follow-up easier to prepare
If account owners repeatedly reconstruct enquiry context before replying, a custom workflow may help organise that preparation. Shadyy can assess an enquiry-to-draft process around your sales rules and current systems.
Keep the account owner in the loop
In a hypothetical workflow, an incoming enquiry is checked for required fields and duplicates, summarised and used to prepare a draft from approved product facts. The assigned person reviews it before any customer-facing action.
What to bring
Enquiry details, approved product facts, account ownership and follow-up rules.
What to define together
Proposed summary, draft and review status; exact deliverables are confirmed during scoping.
Scope and limitations
This example is not a tested Shadyy sales platform. CRM compatibility, sending channels and retry behaviour require assessment. Missing facts should trigger review rather than invented answers.
Can it send without approval?
Autonomy must be scoped and tested for the specific action. Begin by defining who approves, when contact should stop and how exceptions are handled.
Discuss your follow-up process
Share your business context and the outcome you want to achieve. Start with a focused discussion of fit, scope and next steps.