An auto-responder copilot that helps draft a message based on the lead's intent.
Airtable
Make.com
Instantly.ai
Industry
Healthcare
Challenge
The challenge was to increase response rates and convert cold leads into calls. This needed to happen automatically based on incoming message classification, with all draft replies reviewed and approved by a business owner, including the option to edit before sending.
Solution
Using the cold outreach system Instantly.ai, the automation is triggered by a webhook when the incoming message comes to the mailbox. AI analyzes and classifies the leads' intent, and based on the result, the system drafts a message using the knowledge base. The logic is as follows: if this is the first time the system gets a message from a certain lead, the automation creates a new record in the CRM with the message thread and reply draft; if the system sees the incoming message as a clarification questions, the automation updates the record in the CRM and everytime updates the thread and draft to the final message from the thread. All done with the human-in-the-loop approach.
