AI Feature
AI Smart Follow-Up: a follow-up email written from every call
When a call ends, AI drafts the follow-up email from what was said. A short recap, each next step with who does it and by when, in a tone that fits the caller, ready for your team to send.
14-day free trial · No credit card · Billed per answered call
Pick a call, and AI drafts its follow-up email
On the call5 min · Google Ads
Maria L.(512) 555-0142
Caller0:12
“Hi! I saw your ad on Google. We need three AC units replaced in our office before June.”
Caller1:05
“The budget's approved. Do you offer financing? That would really help.”
3 more minutes about models and the building
Agent4:10
“I'll send a written quote by Friday, with our financing options.”
Agent4:32
“Can we come out Monday at 10 to look at the units?”
Caller4:50
“Monday works. I'll need my landlord to sign off first. This was so easy, thank you!”
Smart Follow-UpAIFilled with AI
Hi Maria,
Thanks so much for calling Bright Air today! You're replacing three AC units in your office before June, and your budget is already approved.12
Any questions before Monday? Just reply here, I'm happy to help!
Sam, Bright Air
Written for Maria L. · 3 next steps
Also with the call in
- Email alerts
What is AI smart follow-up?
AI smart follow-up is a follow-up email drafted for you from the call itself. In Nimbata you add the Smart Follow-Up step to a workflow after Transcribe Call, and every call it runs on gets an email body in its Smart Follow Up field. It's plain text, written as an email body: a recap of what the caller needed, what happens next, who does it and by when, and a closing line offering help. Your team copies it into their own email and sends it.
Nimbata drafts the email and keeps it on the call. It doesn't email the caller. Add the field to an email alert, your CRM or Slack, and the draft reaches whoever follows up.
How does AI smart follow-up work?
Add one step to a workflow, and every call it picks gets its follow-up email.
Add the Smart Follow-Up step
In a workflow that runs when a call ends, add Transcribe Call, then Smart Follow-Up under Update Field. It's set to Generate with AI, its prompt already written.
1Add
Keep the prompt, or make it yours
The preset asks for a recap, next steps with who and when, a tone that fits the caller and a closing offer. Edit it to add your sign-off or anything your team always includes.
2Prompt
Copy it and send it
The email lands on the call, in its Fields section, marked Filled with AI. Copy it into your inbox, or send it with the call to your CRM or your team.
3Send
The follow-up is written before the next call
Every call you pick gets an email that says what happens next.
Next steps in plain words
The email says what happens next, who does it and by when, with any documents or approvals, in sentences the caller can read at a glance.
A tone that fits the caller
The email matches the caller's tone when it's positive, so a cheerful caller gets a warm reply. An upset caller gets a calm, professional one instead.
Only what was said
The prompt asks for an email that reflects exactly what was discussed, so it doesn't promise what your agent didn't.
Send it with the call
Add the Smart Follow Up field to an email alert, Slack or your CRM, and the draft goes with the call to whoever follows up.
In the caller's language
AI writes the email in the language spoken on the call, so a caller who spoke Spanish gets a follow-up in Spanish.
Reuse it for every client
Copy the workflow, prompt and all, to another project. Its Smart Follow Up field is created there when you save.
One call, and the email it wrote
The preset prompt asks the call questions like these, and the email answers them.
- What did they need?
- What worries them?
- What happens next?
- Who does it?
- By when?
- Any documents?
- Any approvals?
- What's their tone?
- Anything to offer?
Switch between the transcript and the follow-up email
- Agent: Thanks for calling Bright Air, how can I help?
- Caller: Hi! I saw your ad on Google. We need three AC units replaced in our office before June.
- Agent: We can do that. Is the budget set, or are you still comparing?
- Caller: The budget's approved. Do you offer financing? That would really help.
- … 3 more minutes about models and the building …
- Agent: I'll send a written quote by Friday, with our financing options. Can we come out Monday at 10 to look at the units?
- Caller: Monday works. I'll need my landlord to sign off first. This was so easy, thank you!
Smart Follow Up
Hi Maria, thanks so much for calling Bright Air today! You're looking to replace three AC units in your office before June, and your budget is already approved. I'll send your written quote by Friday, with our financing options. We'll come by on Monday at 10 am to look at the units. Once your landlord signs off, we can book the install. Any questions before Monday? Just reply here, I'm happy to help! Sam, Bright Air
From hang-up to follow-up email
The email is drafted before your team picks up the next call.
- The call ends
Nimbata transcribes it
Only the calls your workflow rules pick.
- Moments later
The email is drafted
On the call, in its Smart Follow Up field, and with the call to your inbox, CRM or Slack if you've set it.
- The same day
Your team sends it
Copy it, change a line if you like, and send it while the call is fresh. Push it to your CRM with a workflow.
Writing it yourself vs a template vs AI smart follow-up
A template says the same thing to everyone. AI smart follow-up writes from this call.
| Writing it yourself | An email template | AI smart follow-up | |
|---|---|---|---|
| Time per call | Minutes after every call | A minute to fill in the blanks | None to write it |
| What it says | What the agent remembers | The same words for every caller | What was said on this call |
| Next steps | When the agent noted them | Blanks to fill in | Who does what, and by when |
| Tone | The agent's own | One tone for every caller | The caller's, when it's positive |
| Language | The agent's | The template's | The call's |
Who uses AI smart follow-up?
Home services
Confirm the visit, the quote and what the customer must do, before the van leaves.
Sales teams
Send the recap while the lead still remembers the call.
Agencies
Hand clients a ready follow-up for every lead their ads bring in.
Clinics and law firms
Put the documents, approvals and dates you agreed on in writing after every call.
Frequently asked questions
What does AI smart follow-up write?
A follow-up email body, drafted from the call's transcript. It has a short recap of what the caller needed, the next steps, each with what happens, who's responsible, the timeline and any documents or approvals, and an optional closing offer of help.
Does Nimbata send the email to the caller?
No. Nimbata drafts the email and keeps it on the call, in its Smart Follow Up field. Your team copies it into their own email and sends it. Add the field to an email alert, Slack or your CRM, and the draft reaches whoever follows up.
Can I change the prompt?
Yes. The Smart Follow-Up step opens set to Generate with AI, with its prompt already written under Tell AI how to fill this field. Keep it, or edit it to add your sign-off or anything your team always includes.
How does it match the caller's tone?
The prompt asks AI to match the caller's tone only when it's positive, and to keep the email human and clear. A friendly caller gets a warm email; an upset caller gets a calm, professional one.
Does it need a call transcript?
Yes. Add a Transcribe Call step before Smart Follow-Up in the same workflow. AI can run when a call ends or when a team member acts on a call, not when a call starts.
Where do I find the email?
In the call's details, under Fields, as Smart Follow Up, marked Filled with AI. It's also a column in your call report and exports. You can edit it on the call, and the Filled with AI mark goes once you do.
How long is the email, and in what language?
Up to 1,000 characters, written in the language spoken on the call.
Which plans include AI smart follow-up?
Pro, Marketing and Agency, the plans with workflows and call transcription. The integrations you send it to depend on the plan too, like HubSpot from Marketing and Salesforce on Agency.
Still unsure? Talk to a human
Everything you need for call tracking.
Let AI draft every follow-up, and spend the time on the next call instead.
- 14-day free trial, no credit card
- Billed per answered call
- 24/7 expert support
- No long-term contracts