3 min read
Set up AI follow-up for new leads
Configure CloseBoss AI to reply to every new lead within 60 seconds — pick a review policy, edit a template, and you're live.
AI follow-up is the heart of CloseBoss. Once it's running, every new lead — from your website, Zillow, Facebook, missed calls — gets a personalized SMS + email response within 60 seconds, even at 11pm on a Sunday.
Setup is a single decision (auto-send vs require approval) plus optional template tweaks. Most agents are live in under 10 minutes.
Step by step
Open Settings → Messaging and pick a Review Policy. Auto-send fires the first reply immediately; Require approval drops the draft into your inbox first.
Open Templates. The prebuilt 'New buyer lead' and 'New seller lead' sequences cover most cases — review the copy and update the agent name / signature placeholder.
Optional: Open Settings → AI team → AI Assistant Style and set how formal the AI sounds (Professional / Friendly / Direct) and how quickly it should escalate to you.
Send a test lead through your form to confirm the sequence fires. Replies should land in your dashboard inbox within 60 seconds.
Connect your lead sources (Facebook Lead Ads, your CloseBoss lead page, open-house signups). New leads from those sources start flowing through the same sequences automatically.
Related
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