Follow-Up Engine
A mail tool cannot see how the call went, so it sends the next thing as though it never happened. Here the word a rep picks at hang-up chooses the next step, and the days after the call run on the same cadence engine as everything else.
Sequence: after the renewal call
activeProduct figures from the platform’s own defaults - not customer averages
How it works.
The phone is a step, not a separate tool
A call step puts a task on the record's owner part-way through the cadence. The rep rings, closes it with one of five words, and that word is written back against the run, where a fork further down the canvas reads it. No mail tool has that word, so its next send goes out the same for the person who answered and the person who never picked up.
What enrollls somebody, and what steers them after
A record being created, a stage moving, a tag landing, or somebody adding them by hand or from a list. The wrap-up code a rep picks afterward steers a cadence rather than starting one: its behavior books the callback or sets do-not-call, and the branch downstream reads the outcome that was logged.
Two channels, timed against each other
Email and SMS sit as steps on the same canvas rather than in two tools somebody reconciles. Mail departs on whichever outgoing server this workspace configured; the text lands in the thread the rep can already see on the record. A text at ten and a mail at four are one plan with one set of waits between them.
What it counts, and what it will not claim
Sends, opens and clicks per sequence, and the branch each person took, all read off the run itself. It is engagement per step rather than a claim about which call a touch produced, because the run knows what it did and not what somebody else's phone did next.
One moment in every call.
Every call passes through the same seven. Follow-Up Engine is the lit one, and everything either side of it is a different page in this category.
- 01Number
the line it arrives on or leaves from
- 02Route
where the call is sent and to whom
- 03Dial
placing it, and how many at once
- 04Connect
the moment a person picks up
- 05Talk
while the conversation is happening
- 06Wrap
the code, the notes, the next step
- 07Record
what is kept, and where it is kept
The specifics.
8 facts- Enrollled by
- Record creation, a stage moving, a tag landing, a manual add, a list action, or a call-flow node
- Steps available
- Send mail, pause, ask what they did, split, raise a call task, send a text, tag, goal, end
- Branching on a call
- One of five words the rep picks when closing the task: answered, voicemail, busy, wrong number, nobody picked up
- Reply window
- Thirty days from the send, matched on the person rather than on message headers
- Departs on the workspace's configured outgoing server, carrying a pixel and rewritten links
- SMS
- A step like any other on the canvas, and its message joins the conversation the rep reads in the inbox
- Opt-out
- The suppression roll, checked when somebody is enrollled and again inside the send
- Not the same as
- Email Sequences is this same engine described from the canvas. This page is the case for putting the phone inside it
What runs alongside it.
Volume calling is several controls working at once, not one dial turned up. These are the others.
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The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Outbound & Compliance
See follow-up engine on your own floor.
Thirty minutes, your numbers and your data. We will set follow-up engine up live and you can decide from the thing itself rather than from this page.
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