AI Follow-up for Software & SaaS. Trials, demos and proposals followed up until decided.
AI Follow-up runs the sequences a software company needs after a trial sign-up, a demo, a proposal or a booked call: the evaluator who watched the demo and went quiet, the proposal opened twice, the new admin due for the next onboarding step. Steps are written from your docs, and any reply stops the sequence and alerts the owner.
TRY AI FOLLOW-UP FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“After a demo, follow up on day two and day five; stop on any reply.”
Lisa“Done: demo viewers get follow-ups on day two and day five, and any reply stops the sequence and alerts the account executive.”
Any setting, in any module · applied only on your yes
How Software & SaaS use it
A trial user who never connected an integration gets a day-three e-mail with the setup guide for the tool she named.
An evaluator who watched the full demo but did not reply gets a note answering the API question he asked during it.
A proposal opened twice without a reply triggers a short follow-up, then alerts the account executive on day seven.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Sequences after a lead, a demo, a quote, a booking, by stage
- Presets suggested from your knowledge; the AI writes and tunes the steps with you
- A reply stops the sequence and alerts the owner; consent rules respected
- Templates in the customer's language; every touch on the customer's record
- Deliverability report: bounces, complaints, engagement
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Follow-up does, for every business ›
Works withAI MarketingAI Auto-CallAI DemoAI QuotingAI Booking
Questions & answers
AI Follow-up for Software & SaaS: questions & answers
Can AI run onboarding and trial follow-up for a SaaS product?
Yes. Sequences start after a sign-up, a demo, a proposal or a booking, with steps written from your docs and presets suggested from your knowledge. Each step goes out in the customer's language, and a reply stops it.
Will follow-ups keep going during an incident?
Not if you pause them. Sequences can be stopped while an incident is open, and a reply from any customer stops theirs at once and alerts the owner of the record.
Does follow-up respect unsubscribes?
Yes. Consent rules apply to every sequence, and the deliverability report shows bounces, complaints and engagement so your team can see which messages land.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Software & SaaS ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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