Open Outreach, AI Agents, and click Follow-Up Agent. Switch it on, choose Conservative, Balanced or Aggressive, and click Customize modules to turn individual modules on or off.
What it does
The page says: "FlowForce watches your leads, drafts follow-ups, and queues the next call. Messages to customers still wait for your approval." So it prepares work, and you approve what is sent. See How to review AI drafts and proposals before they go out.
Steps
- Click Outreach in the sidebar, then AI Agents.
- On the Agents tab, click Follow-Up Agent.
- Use the switch to turn it On or Off.
- Choose a pace: Conservative, Balanced or Aggressive.
- Click Customize modules to see the modules. Click Hide modules to close the list.
The modules
Each module has its own switch, a settings gear and a Last run time.
- Active Follow-Up watches active leads and takes the next safe follow-up action.
- Reactivation brings quiet leads back into conversation.
- Pipeline Scan scans pipeline hygiene and finds assigned leads that were never worked.
- Sequence Manager keeps leads moving through the right sequence.
- Reach Builder builds a short outreach plan when no existing sequence fits.
Other tabs on the page
- Runs lists what the agent did.
- Analytics shows how it is doing.
If it did not work
The agent is on but nothing happens. Check each module's switch, and look at Last run. See Why did FlowForce AI do something I did not expect?.
I want it to act more or less. Change the pace. For limits on what it may do on its own, see Does FlowForce AI send messages without my approval?.