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Edit Follow-Up Assistant
Basic Configuration
This name will be used to identify your assistant in reports and
notifications.
How often should the assistant check for new leads and send follow-ups.
Response Templates
Professional & Friendly
Hi [Name], thanks for your interest in [Property]. I'd
love to help you find your perfect home. When would be a good time to chat?
Direct & Informative
Hello [Name], I have some great properties that match your
criteria. Would you like to schedule a viewing for [Property]?
Personal & Warm
Hi [Name]! I noticed you were interested in [Property].
I've helped many families find their dream home in this area. Let's connect!
Use variables like [Name], [Property], [Price], [Location] to personalize
messages.
How long to wait before sending the initial follow-up message.
AI Behavior & Personalization
Higher levels provide more personalized messages but may take longer to
generate.
Integrations
HubSpot CRM
Connected
Automatically sync leads and update contact records with follow-up activity.
Gmail
Connected
Send follow-up emails directly from your Gmail account.
Slack
Not Connected
Get notifications about new leads and follow-up activities in your Slack workspace.
Zapier
Not Connected
Connect to 5000+ apps through Zapier automation workflows.
Advanced Settings
How many times should the assistant try to follow up with each lead.