Every New Lead Gets a Personal Follow-Up Within Minutes

SalesPulse assigns each contact a vertical tag (final expense, Medicare, ACA, annuity, life, mortgage protection) and uses that tag to select a vertical-specific message template. The AI then personalizes the message using the contact's name, state, and product interest. A final expense prospect receives empathy-focused messaging about coverage for their family; a Medicare prospect receives information about plan comparisons and the enrollment period — each sequence is meaningfully different.

Yes. SalesPulse enforces TCPA quiet hours automatically — all automated messages are held until 8:00 AM in the contact's local time zone and will not send after 9:00 PM. The system uses the contact's state to determine the correct time zone. SMS messages include compliant opt-out language (STOP to unsubscribe), and any contact who replies STOP is immediately removed from all active sequences. Additionally, contacts on the National DNC registry are flagged and excluded from outbound automated messages.

Contacts are automatically enrolled in a follow-up sequence when they are created in SalesPulse with ai_eligible = true. This flag is automatically set to true only for contacts created manually or via the lead marketplace after the system's activation date. Bulk CSV imports default to ai_eligible = false to prevent mass outreach to cold lists. You can also manually trigger sequences from the contact record at any time.

When a prospect replies to an automated SMS or email, the AI sequence automatically pauses for that contact. A notification is sent to the assigned agent, and the conversation moves into the live inbox for agent follow-up. The agent can resume the AI sequence later if needed. This prevents the awkward situation of sending an automated message to a prospect who is actively in a conversation with your agent.

Default sequences include a first-touch message (within minutes of lead creation), plus follow-up messages at days 1, 2, 3, 5, 7, 10, and 14. That's 8 touches across two weeks — with each message personalized to the vertical and spaced to avoid overwhelming the prospect. Sequences stop automatically if the prospect books an appointment, replies to a message, or opts out.

Yes. Agency admins can customize the AI prompt instructions that guide message generation for each vertical. You can specify your agency's brand voice, specific talking points, compliance-required language, and call-to-action preferences. Each agency in a multi-agency organization can maintain its own customized message templates, allowing different sub-agencies to have distinct communication styles.