This is different from the campaign-level Follow-ups (SMS & Email) settings, which 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, as a clearly-labelled “Long shots” tier you can work if you choose to.
Each follow-up is generated on your device from what your AI saved on the call — its drafted emails and recommended callbacks, the captured appointment details, the lead warmth, and the call summary. Nothing is written back to your account when the feed builds; it is read-only until you take an action.
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.Reading a card
Each card shows the lead’s initials, name, a warmth/outcome chip, a one-line headline of what to do, and the campaign it came from. The chip reflects the call outcome:
The headline tells you the suggested move at a glance — 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 walks you through 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, and you can pause and resume.What your AI heard
When a call summary is available, a WHAT YOUR AI HEARD section 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:Taking action
The primary button fires the recommended channel:
If the lead is reachable by more than one channel, the other channels appear as alternate buttons (Call, Text, Email) below the primary one. 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.
Booking confirmations
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]”. A meeting is recognised only from the structured appointment details your AI saved, never guessed from the summary, so a declined or merely-discussed time never produces a false confirmation.Marking 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. A follow-up tied to one of your AI’s tasks is also marked completed on your account, so it clears on the web dashboard too.
If you open a follow-up that has since expired or refreshed away, 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’ll see Couldn’t load this lead — check your connection. with a Try again button.
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.