Where do the contacts my AI agent collects go, and how do I automate follow-up?

Every lead the agent collects goes into your account as a contact.

To follow up automatically, add a workflow to the agent:

1. Open the agent and add a new workflow.
2. Choose a trigger, for example an appointment scheduled on a calendar, or a form submission on a specific form.
3. Add the actions, such as notifying the business owner, emailing or texting the customer, or putting them in a drip campaign such as a seven or thirty email sequence.

One agent can have several workflows, so the same agent that answers and books can also send a drip sequence, follow up and remind people of upcoming appointments.

You can build workflows yourself or ask the AI assistant, for example: build a seven step email sequence in this agent. The assistant follows you around the app, so you can ask from the agent page or the assistant page. Each time an agent runs it creates a run, and you can open the Run menu in the agent to see what it is doing.