Sentinel Conversations ยท Automated follow-ups
Follow-ups that happen every time.
Most lost deals and unhappy customers come down to a follow-up nobody had time for. Sentinel calls and emails customers back at the right moment and records what they said.
What it does
- Follows up on quotes and enquiries that have gone quiet
- Confirms appointments and bookings by call or email
- Checks back after a support issue to make sure it was resolved
- Reminds customers about missing documents or information
- Logs every outcome in your CRM and alerts your team to replies that need them
How it works
Automated follow-ups, step by step.
- 1
Trigger
A quote goes unanswered, an appointment approaches or a case is closed.
- 2
Reach out
Sentinel calls or emails the customer at a sensible time.
- 3
Listen
It understands the answer: interested, rescheduling, resolved or needs help.
- 4
Record
The outcome is logged in the CRM and your team is told if they need to act.
Works with
Connected to the systems you already use.
Salesforce
Recognises the customer and logs every conversation.
Sentinel and SalesforceMicrosoft Dynamics 365 / Dataverse
Recognises the customer and logs every conversation.
Sentinel and Microsoft Dynamics 365 / DataverseHubSpot
Recognises the customer and logs every conversation.
Sentinel and HubSpotZoho CRM
Recognises the customer and logs every conversation.
Sentinel and Zoho CRMFAQ
Questions about automated follow-ups.
Can we control what gets followed up?
Yes. You choose the triggers, timing and wording for each kind of follow-up.
Will customers know it is automated?
Sentinel introduces itself as your assistant and hands over to a person whenever the customer prefers.
Where do the results go?
Each outcome is logged against the customer in your CRM.
Also in Sentinel Conversations
More of what Sentinel Conversations does.
AI call answering
An AI receptionist that answers every business call, answers from your knowledge base and transfers to the right person with a transcript.
Read moreAI email assistant
Sentinel reads every enquiry in your Outlook shared mailboxes, routes it to the right team and drafts a reply for a person to approve.
Read moreWhatsApp and social chat
Answer customers on WhatsApp, Messenger, Instagram and your website with one AI assistant that logs every chat in your CRM.
Read moreSee it on your own calls and inboxes.
Sign in with your work account, or talk to Sibasi about setting it up for your team.