Lead Follow-Up

Don’t let new leads go cold while you’re busy.

AI Sales Agents help your agency respond faster, guide follow-up, and move leads toward the page, form, or booking step that matters.

Template-based: Assign agents to lead-generating templates.
Knowledge-led: Control sources, tools, status, and settings.
Goal tracked: Tie success to EZ Page or Form completion.

Make follow-up part of the campaign, not an afterthought.

The CMS connects Sales Agents to templates, knowledge sources, engagement settings, and conversion goals so lead response can start where the campaign creates demand.

Template-based enrollment

Attach Sales Agents to templates so leads generated by those campaigns can enter the right follow-up path.
Agency knowledge and controls

Manage agent status, knowledge sources, engagement settings, active hours, and allowed tools from the CMS.
Conversion goals

Define success around the lead completing selected EZ Page or EZ Form actions, not vague activity metrics.

The workflow

Move leads toward the next action

Lead value disappears quickly when follow-up is slow or disconnected from the campaign offer.

Create the agent

Set the role, behavior, availability, knowledge sources, and follow-up configuration.
Attach to templates

Assign the agent to campaigns where new leads should receive guided follow-up.
Track the mission

Measure progress against the conversion goal connected to your selected EZ Page or EZ Form.

Lead response

Lead response speed is one of the easiest places for agencies to lose value after the campaign already did its job.

AI Sales Agents help keep follow-up connected to the campaign, the offer, and the conversion action you actually care about.

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Your questions, answered.

Are AI Sales Agents available everywhere?

The CMS shows Sales Agent access as a feature-gated workflow, so availability can depend on account access and rollout settings.

Can agents be connected to templates?

Yes. Templates include Sales Agent assignment so leads from that template can be enrolled.

What counts as a completed mission?

The CMS goal fields connect success to an emailed lead submitting the selected EZ Page or EZ Form.

See what UpHex can build for your client.

Start your trial with their website or niche, then work from proven campaigns your agency can reuse.