01 / Example triggerMON 14:10
Estimate marked sent · Job system
Estimate 1048 · $6,800
Basement waterproofing estimate sent to Jamie Rivera. No answer after three business days.
AI AGENT CAPABILITY / WORKFLOW EXAMPLE
Sales Follow-Up
An AI sales agent can follow up on open quotes, proposals, and opportunities, stop when someone responds, and route questions or objections.
This is a broad capability, not an industry package. The static blueprint shows one concrete way it can work; your version would connect to the systems, permissions, and rules you already use.
Defined workflow
- 01
WATCH
Track estimate status
Sent · unopened · no reply - 02
FOLLOW UP
Send the approved message
Business-day timing · customer tone - 03
DETECT
Understand the response
Question about start date - 04
STOP
Pause and route the question
Sequence ended · owner task created
Expected output
The conversation is moving again
The system handled the reminder and stopped at the first real buying question.
- Estimate
- $6,800
- Follow-up
- Day 3 · 10:15 AM
- Response
- Start-date question
- Status
- Human reply needed
Human decisionConfirm the available start week
Target time back5–10 minutes per open quote
HOW TO READ THE BLUEPRINT
One trigger. Defined work. A human stop.
This is the example scenario behind the blueprint—not a claim that it is already running. A production version would be connected and tested in your actual tools with explicit permissions and stopping rules.
Job system
Estimate marked sent: Estimate 1048 · $6,800
The conversation is moving again
The system handled the reminder and stopped at the first real buying question.
Confirm the available start week
Stops on any reply
BUILT AROUND YOUR BUSINESS
Your tools. Your accounts. Your rules.
A real version can connect to the systems involved in this work—including CRM or sales system; Quoting, estimating, or proposal tool; Email or SMS; and the other tools involved in the task. We test it with your examples, decide what can run on its own, and keep unusual or risky cases with a person.