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Verslay
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Customer Success

Customer Follow-Up

Never let a customer relationship go cold.

Automatically surface overdue follow-ups and draft personalized messages based on actual conversation history. Close more renewals and referrals by staying consistently present.

Best forEcommerceConsultingReal EstateSaaS
Agents7 required
Duration2-4 minutes

Never miss a follow-up: scan emails and CRM for overdue or upcoming follow-ups, prioritize by relationship value and urgency, research recent context, draft personalized follow-up emails, and queue them for sending.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior follow-up cadence rules, response time SLAs, and customer priority tiers stored in memory. Scan the configured Gmail inbox for customer emails requiring follow-up: filter for threads with no reply from the sender in more than 48 hours, or threads where the last message is an unanswered customer question. Extract sender, company, email subject, and thread context. Produce a follow-up queue manifest as Phase 1 output.

inbox scanner
02

Consume Phase 1 follow-up queue. For each customer, pull CRM context from HubSpot: account ARR, health score, renewal date, open support tickets, and CSM owner. Assign a follow-up priority tier (VIP / Standard / Low) based on ARR and health score. Produce an enriched follow-up list with CRM context.

crm scanner
02

In parallel with crm-scanner, call verslay_news_search on each customer's company to surface recent events that may be relevant to their email topic: leadership changes, product launches, or service disruptions. Call verslay_web_search for any relevant knowledge base or product update pages referenced in the email thread. Produce a context-enrichment card per customer.

web researcher
03

Consume Phase 1 email thread content and Phase 2 CRM health scores. Analyze the tone and urgency of each unanswered customer email: positive, neutral, frustrated, or escalation-risk. Assign a sentiment-urgency score. Flag threads from VIP customers with frustrated or escalation-risk sentiment for immediate priority treatment. Produce a sentiment-classified follow-up queue.

sentiment analyst
04

Consume Phase 3 sentiment-classified queue, Phase 2 context-enrichment cards, and CRM context. For each follow-up, craft a personalized response approach: acknowledge the original question, reference the relevant company context from Phase 2 news if applicable, and propose a clear next step (answer + action or meeting offer for complex issues). Produce per-thread follow-up briefs.

outreach personalizer
05

Consume Phase 4 follow-up briefs. Write complete follow-up email drafts for each thread: warm subject line, 2-paragraph body addressing the customer question, and a clear CTA. For escalation-risk threads, include a meeting booking offer. Produce ready-to-send drafts.

email writer
06

Receive email drafts from Phase 5. Send all follow-up emails via the configured Gmail account. Update HubSpot contact records with follow-up timestamp and thread status. Call verslay_memorize to store updated follow-up cadence data, sentiment patterns, and response effectiveness metrics in memory. Confirm all sends and CRM updates.

distributor

Required Agents

7
  • inbox-scanner
  • crm-scanner
  • web-researcher
  • sentiment-analyst
  • outreach-personalizer
  • email-writer
  • distributor

Connections

Required

google

Optional

hubspot

What it does

  • Email and CRM follow-up scanning
  • Priority-based sorting
  • Personalized follow-up drafts
  • CRM activity updates
  • Relationship context awareness

Example prompt

How far back should I scan for overdue follow-ups (3, 7, or 14 days), how should I prioritize (deals over $10K, enterprise accounts, urgent support threads), and where should responses go (email or CRM notes)? I will draft personalized replies for each.

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