Sales team
Never let a lead go cold between the enquiry and the reply
“Leads arrive at all hours and the first reply is whenever someone next checks.”
A poll on the inbox, an AI step that pulls out what matters, a first touch inside a minute, and a second touch that only reaches the people who went quiet.
Watch the inbox
A poll trigger on your mail connector, running on an interval you set.
Search the marketplace for an app you already use, see what the connector will be able to do before you install anything, then link it to your own account. Pull the details out
An extract step turns free text into typed fields. It is the one place AI earns its keep in this flow; everything else is deterministic.
Try this
Add an extract step that turns each enquiry into four fields: name, company, what they asked for, and how urgent it sounds.
An empty canvas to a working workflow: pick a trigger, add an AI step, send a notification, then save it and run it. Send the first touch, at most once
The engine records what it sent. A retried run does not message the same person twice, which is the failure that makes people turn automation off.
Try this
Send a first reply within a minute of a new enquiry landing. Make certain a retried run cannot message the same person twice.
Chase only the quiet ones
A scheduled sweep checks who has replied and drafts a second touch for the rest.
Try this
Every weekday at 09:00, check who has not replied in three days and draft a second message for those people only. Leave everyone who answered alone.
Watch it work, and stop it if it is wrong
Repeating an action across many people shows as a counted card in the chat, with the reason for each one that did not go through, and its own pause and stop.
See the funnel
A board fed by the same scheduled runs, so the numbers and the actions come from one place.
What you end up with
A first response measured in seconds, and a follow-up that skips anyone who already replied.
Download Plexon