Lead Follow-up Command

Creates a personalized follow-up sequence for sales leads using a two-phase process: first a Sales/CRM Specialist creates the content strategy, then a Content Creator & Copywriter refines the messaging for maximum impact.

Endpoint

POST /api/agents/sales/leadFollowUp

Request Body

Example Request

{
  "siteId": "site_456",
  "leadId": "lead_789",
  "userId": "user_123",
  "agent_id": "agent_sales_123",
  "followUpType": "email",
  "leadStage": "qualified",
  "previousInteractions": [
    {
      "date": "2024-04-15",
      "type": "email",
      "summary": "Initial contact with product information"
    },
    {
      "date": "2024-04-20",
      "type": "call",
      "summary": "Discussed specific product features and pricing"
    }
  ],
  "leadData": {
    "name": "Jane Smith",
    "company": "Acme Inc.",
    "email": "jane@acme.com",
    "phone": "+1234567890",
    "position": "Marketing Director",
    "pain_points": ["time-consuming content creation", "measuring ROI"],
    "budget_range": "$5000-$10000"
  },
  "productInterest": ["content automation", "analytics dashboard"],
  "followUpInterval": "3 days"
}

Try It

You can test this API directly using our API Tester interface. The Sales API tester allows you to generate lead follow-up sequences with different parameters and see the results.

Required fields:

• Site ID: The UUID of the website where the lead originated
• Lead ID: The UUID of the lead to follow up with

Optional fields:

• User ID: The UUID of the sales representative responsible for the lead. If not provided, the system will search for an active sales agent for the site
• Agent ID: The UUID of the agent to handle the follow-up sequence. If not provided, the system will search for an active sales agent for the site
• Visitor ID: The UUID of the visitor associated with the lead
• Follow-up Type: Type of follow-up desired (email, call, meeting)
• Lead Stage: Current stage of the lead in the sales pipeline
• Previous Interactions: Array of previous interactions with the lead (JSON format)
• Lead Data: Additional data about the lead including contact information (JSON format). If not provided, the system will fetch it from the database
• Product Interest: Array of products or services the lead has shown interest in (JSON format)
• Follow-up Interval: Desired interval for follow-ups (e.g., “3 days”, “1 week”)
• Phone Number: Phone number for WhatsApp communication. Must be valid with at least 7 digits if provided

Note: The API accepts both camelCase (siteId, leadId, userId, agentId, visitorId) and snake_case (site_id, lead_id, user_id, agent_id, visitor_id) parameter names for compatibility.

The API Tester makes it easy to see example requests in various programming languages and test the endpoint directly.

How It Works

The system uses a two-phase process to create high-quality follow-up content:

Phase 1: Sales Strategy

• Sales/CRM Specialist Agent analyzes the lead information
• Creates initial follow-up content with sales strategy
• Focuses on lead qualification and conversion objectives

Phase 2: Content Refinement (Optional)

• Content Creator & Copywriter Agent refines the messaging
• Improves copy, tone, and persuasion techniques
• Enhances engagement while maintaining sales objectives

Available Channels

The system automatically generates content for available channels based on lead data:

• Email: Generated if lead has email address
• WhatsApp: Generated if lead has phone number
• Notification: In-app notifications (always available)
• Web: Website popups/banners (always available)

Response Structure

Success Response

{
  "success": true,
  "data": {
    "messages": {
      "email": {
        "title": "Following up on your content automation interest",
        "message": "Hi Jane,\n\nI hope this email finds you well. I wanted to follow up on your interest in content automation solutions...",
        "strategy": "comprehensive sale strategy"
      },
      "whatsapp": {
        "title": "Quick follow-up about Acme Inc's automation needs",
        "message": "Hi Jane! Following up on our conversation about content automation. Are you available for a quick chat this week?",
        "strategy": "comprehensive sale strategy"
      },
      "notification": {
        "title": "New content automation insights for Acme Inc",
        "message": "We've prepared a personalized demo showing how our platform can save your team 15+ hours per week on content creation.",
        "strategy": "comprehensive sale strategy"
      },
      "web": {
        "title": "Exclusive Demo for Marketing Directors",
        "message": "See how companies like Acme Inc are automating their content workflows and measuring ROI more effectively.",
        "strategy": "comprehensive sale strategy"
      }
    },
    "lead": {
      "name": "Jane Smith",
      "company": "Acme Inc.",
      "email": "jane@acme.com",
      "phone": "+1234567890",
      "position": "Marketing Director",
      "pain_points": ["time-consuming content creation", "measuring ROI"],
      "budget_range": "$5000-$10000",
      "sites": {
        "name": "Acme Website",
        "url": "https://acme.com"
      }
    },
    "command_ids": {
      "sales": "cmd_sales_123456",
      "copywriter": "cmd_copywriter_789012"
    }
  }
}

Error Response

{
  "success": false,
  "error": {
    "code": "INVALID_REQUEST",
    "message": "siteId is required"
  }
}

Response Fields

Messages Object

Each channel contains:

• title: Subject line or headline for the message
• message: The main content body
• strategy: The sales strategy applied

Lead Object

Contains all available lead information:

• Basic info: name, company, email, phone, position
• Sales data: pain_points, budget_range, lead_stage
• Site information: sites object with website details
• Interaction history and preferences

Command IDs Object

• sales: ID of the Sales/CRM Specialist command
• copywriter: ID of the Copywriter command (null if not executed)

Error Codes

Notes

• The system automatically finds active Sales/CRM Specialist and Content Creator & Copywriter agents for the site
• If no copywriter is found, only the sales phase executes
• Content is personalized based on lead data and previous interactions
• Messages are ready-to-send without placeholders or variables
• All content is generated with the actual lead information, not templates