Most leads go cold because nobody followed up in time. This AI lead follow-up agent captures every inquiry and chases the ones gone quiet, so a realtor, tradesperson, or clinic owner never loses a deal to a forgotten reply. Tell Taskade Genesis how you work, and it builds an agent that tracks each lead and tells you exactly who needs a nudge today.
What's Included
- Lead Capture: New inquiries land in one place with name, source, and status, held in connected projects so each lead links to its notes and next step
- Follow-Up Queue: The agent sorts leads by how long they've been waiting on you
- AI Agent: Ask it "who hasn't replied?", "which leads went cold this week?", or "who should I call first today?"
- Reply Drafts: It writes the next follow-up message so you only review and send
- Automation: A trigger fires the moment a new lead comes in and a reminder runs daily for anyone overdue
How To Use
- Clone this app into your workspace with one click
- Connect your inquiry sources and set follow-up rules with Automation Triggers
- Train the agent on your tone and offers using Custom AI Agents
- Let Automations remind you of overdue leads every morning
- Close more deals — the agent makes sure no lead waits too long for a reply
Connect this to a Taskade Genesis sales pipeline, or find more starters in the Community Gallery.