This is different from the campaign-level Follow-ups (SMS & Email) settings. Those settings control what your AI sends automatically right after a call. The mobile Follow-ups feed is your personal worklist of follow-up actions you take yourself, from your own phone. See Follow-ups (SMS & Email) for the automatic settings.
What lands in the feed
The feed surfaces every lead still worth a human touch, sorted so the hottest work comes first:
Cold leads stay out of the daily feed (and out of Autopilot) so low-intent leads never flood you. They appear only when you switch to the All window. There they form a clearly-labeled “Long shots” tier that you can work if you choose to.
Your phone builds each follow-up from what your AI saved on the call:
- its drafted emails and recommended callbacks
- the captured appointment details
- the lead warmth
- the call summary
The feed screen
At the top you choose the time window, then your follow-ups appear grouped by the action you need to take.Time window
A toggle lets you choose how far back the feed reaches. Week is the default. Not everyone dials every day.Grouped by warmth tier
Follow-ups are grouped into warmth tiers, hottest work first. Each section shows a count of how many leads it holds.
Each card still carries its pre-written action (call, text, or email). The tiers just put the leads most worth your time first.
Focus on one campaign
Tapping a campaign on the Home screen scopes the feed to that campaign. A chip with the campaign name appears under the title, and only that campaign’s leads show. Tap the ✕ on the chip to clear it and see everything again. Running Autopilot while scoped only works that one campaign’s leads.Read a card
Each card shows:- the lead’s initials and name
- a warmth/outcome chip
- a one-line headline of what to do
- the campaign it came from
The headline tells you the suggested move. For example:
Confirm the [day] at [time] meeting, Hot lead — reach out now, Email drafted & ready, or Missed them — send a nudge.
Run Autopilot
When the feed has items, a Run Autopilot button appears at the top. This hands your queue to Autopilot, which shows the same pre-written actions one at a time.Empty and error states
Pull down on the feed to refresh at any time.
The follow-up detail screen
Tapping a card opens its detail screen, where you can review everything before reaching out.Listen to the call
If a recording exists, a Listen to the call player appears at the top. Tap to play your AI’s actual conversation with the lead. The player shows progress and elapsed/total time. You can pause and resume.Share the call
Some accounts show a share button beside the recording. This feature is rolling out gradually. Tap the button to create a public link and open your iPhone’s share sheet. Anyone with the link can play the recording and read the call summary. The shared view omits the contact’s phone number, email address, and surname. On a supported iPhone, the link opens a lightweight AtllasX experience without an account or app installation. It shows the call outcome, time, recording, summary, and an AtllasX download option. Other devices open an availability page instead. If the link is no longer available, ask the sender for a new link.What your AI heard
When a call summary is available, a WHAT YOUR AI HEARD section appears. It shows the AI’s recap of the conversation, so you have context before you reach out.The pre-written message
The detail screen shows the drafted message for the recommended action under one of two labels:Take action
The primary button fires the recommended channel:
If the lead is reachable by more than one channel, the other channels appear below the primary button. Those alternate buttons read Call, Text, and Email. Every message is pre-filled. You always tap send yourself.
Messages and Mail open in your phone’s own composer with everything filled in. You stay in control: review, edit, and send (or cancel) the message yourself. Nothing is sent without you tapping send.
Confirmations for booked meetings
When your AI captured a booked meeting, the pre-written text and email confirm the specific time. For example: “You’re confirmed for [day] at [time]”. The app recognizes a meeting only from the structured appointment details your AI saved. It never guesses one from the summary. So a declined or merely-discussed time never produces a false confirmation.Mark a follow-up done
How a follow-up clears depends on the channel, because the app can only know an outcome it can observe.
When a text or email send is confirmed, a brief Follow-up sent confirmation appears and you return to the feed. Completed items disappear from the feed immediately. Some follow-ups are tied to one of your AI’s tasks. AtllasX marks that task complete on your account, so the follow-up clears on the web dashboard too.
A follow-up can expire or refresh away. If you open one, the detail screen shows
This follow-up isn't available anymore. with a Go to follow-ups button. If it failed to load instead, you will see Couldn't load this lead — check your connection. A Try again button appears.
Next steps
Autopilot
Work your whole follow-up queue one card at a time.
Insights
See how your campaigns and leads are performing on mobile.
Home-screen widget
Keep your waiting follow-up count on your home screen.
Follow-ups (SMS & Email)
Configure what your AI sends automatically after a call.