Follow-up email templates are a quick and easy way to save time on writing emails after a call has ended. Studies have shown that fast follow-ups are a significant driver for improving the sales velocity of a deal.
Weflow's AI can write follow-up emails for you instantly. These emails can be highly customized and admins are able to provide various templates for different use cases: meeting summary, check-in, next steps, proposal, quote, scheduling the next meeting and many more.
Follow-Up Emails are generated automatically and are always written in the language of the meeting
Key benefits
Save time summarizing meetings into a short email.
Create multiple versions for different use cases.
Add custom content by adjust the underlying prompts.
How to setup and manage AI follow up emails
Enable the feature via Admin Console → Conversation Intelligence → Follow-Up Emails.
Admins control can define pre-built templates for each object type and assign these templates to user profiles. The auto-update pop-up will only show up if a template has been assigned to a user. 👉 Here, you can find a detailed step-by-step guide.