Q: Can CXAssist Initiate follow-up Emails/Drafts

Hello, I just bought one code to try this out and planning to get a couple more once I have it sorted out, but I have a quick question. One of the Use Cases on your website says that it can be used to nurture past clients encouraging them to set up an appointment & reengage with your services, but I don't see where or how to set that up. What I'm really looking for on the sales side is after a call or demonstration, we could upload the transcript of the meeting along with the initial follow up email and attachments we send, then turn it over to CXA to handle follow ups, is that a possibility with this application now or potentially in the future? It sounds like the use case mentioned on the website could work for that, everything else seems to only be triggered via inbound email.

Thanks!

58645e74ef8c404ea01c0f00f3de1237Mar 12, 2025
Founder Team
Mark_CXAssist

Mark_CXAssist

Mar 28, 2025

A: Hi, yes everything is triggered by inbound emails. You may need to trigger a first follow-up email then allow the app to respond and set them up for an appointment. We're working on such feature too. Thank you for the suggestion.

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