Re-engagement is a feature in AI SDR that helps you stay in touch with leads who stopped responding. When it's enabled, Jason will automatically send a follow-up message to pick the conversation back up.
You can choose:
When to follow up
What kind of message to send (just a short outline)
The tone of voice the message should follow
Jason will send a LinkedIn message or email that refers to your previous conversation, so you don't have to track every lead manually.
Check out this video to learn more about how it works! 🎥
How to set up Re-engagement?
Go to the Knowledge Bases tab under AI SDR.
Select your knowledge base and open the Re-engagement section.
Click New Re-engagement.
Fill out the following fields:
Name – create a name for your re-engagement.
Send after (days) – choose how many days after the last reply Jason should follow up with a prospect.
Instructions – add a short guideline for Jason, like the tone of voice and any key points to include.
Sample answer – write an example message to help Jason understand the style you're looking for.
Tone of voice – select from confident, persuasive, witty, straightforward, or empathetic.
Response length – choose how long the message should be (from super short to long).
Resources – add any helpful links to support the follow-up.
Media – upload a PDF or DOC file if there's anything else that could help re-engage the lead.
Save!
You can create multiple follow-ups, for example, one after 2 days and another one after 5 days. If you ever want to pause a follow-up, just turn off the toggle next to it.
Based on your Jason AI sequence settings, you can:
Let Jason send it automatically (Autopilot), or
Review drafts before they go out (Co-pilot)
That's it! If you have any questions or need help, feel free to reach out to our team via chat or email us at [email protected].