Sales Follow-Up AI Assistant
Planned — not yet availableRingMind Sales Follow-Up Assistant Brain · on the roadmap
For sales teams whose leads call or text back at all hours after receiving a quote or proposal. It is meant to handle those inbound replies; the assistant doesn't call leads out.
Available to use today
General Business AI Receptionist
Use the General Business Receptionist with HubSpot or Salesforce connected so it can look up callers and log outcomes, and add your salespeople as transfer targets; it answers inbound calls and texts only, since the assistant doesn't place outbound calls.
What it's planned to handle
Follows up with consenting leads.
- Recognizes returning leads from the connected CRM when they call or text back
- Answers common questions about a quote or proposal from approved information
- Logs the conversation and any next step on the lead's CRM record
- Transfers ready-to-buy callers to their salesperson or takes a message with urgency marked
What you'd fill in
- Common questions leads ask after receiving a quote
- Salespeople and the leads or regions they own
- What counts as a hot lead that should be transferred
- Which CRM holds your leads
Questions it's meant for
Rules it would follow
- Only contact people who have agreed to hear from the business.
- Never change quoted prices or terms; pass negotiation to the salesperson.
How assistants are released
Each RingMind assistant ships with its own instructions, safety rules and a test suite, and is offered only once every test passes. Join early access to hear when this one is ready.
Tools it would work with
Leads reply when your team is busy
After a quote or proposal goes out, leads call or text back at all hours with questions, and the salesperson who owns the deal is often in a meeting. A quick, accurate answer at that moment can keep a deal moving.
How the planned Sales Follow-Up Assistant is meant to work
The planned assistant would recognize returning leads from your connected CRM when they call or text back, answer common questions about a quote from approved information, log the conversation and next step on the lead's record, and transfer ready-to-buy callers to their salesperson. It would only contact people who have agreed to hear from you, and would never change quoted prices or terms. It handles inbound replies only: the assistant doesn't place outbound calls. This assistant is planned and not available yet.
Use RingMind for this today
You can handle inbound follow-ups with the General Business Receptionist:
- Connected tools: connect HubSpot or Salesforce and enable contact lookup and call logging so it recognizes callers and records outcomes (integrations help).
- Knowledge base: add FAQs for the questions leads ask after a quote, such as what's included, timelines and how to proceed.
- Additional instructions: describe what counts as a hot lead, and tell it never to change prices or terms.
- Transfer list: add your salespeople, up to five, so ready-to-buy callers reach a person.
- Messaging: turn on SMS and WhatsApp so leads can reply by text (SMS and WhatsApp).
It doesn't place calls or send automatic follow-up texts; it answers the leads who get in touch. See lead capture.
Sales Follow-Up AI Assistant: questions
Is it available now?
No. The Sales Follow-Up Assistant is planned and not available yet. You can use the General Business Receptionist today, and you can join early access to hear when the Sales Follow-Up Assistant is ready.
Can it call leads to follow up?
No. The assistant doesn't place outbound calls. It answers leads who call, text or message you, and your salespeople can call back with click-to-call.
Can it send automatic follow-up texts?
No, automatic follow-up texts aren't available. Your team can reply to conversations from the inbox.
Will it know who the caller is?
With HubSpot or Salesforce connected and contact lookup enabled, it can look up callers by phone number.
Can it change a quote?
No. Pricing and terms always go back to the salesperson.
Can it log the conversation in our CRM?
Yes, with call logging enabled on a connected CRM. These integrations are in Beta, so check the first few results.