CRM Follow-ups

AI-drafted follow-up messages based on deal stage and contact history.

Port	8103
Container	hai-crm-followups
Use case	Sales follow-ups, client check-ins, deal nurturing
Compliance	GDPR, CCPA, SOC 2, ISO 27001

How it works

Provide deal context (contact, company, stage, last interaction) and receive a personalized follow-up draft with subject line, body, and suggested send date.

API

Draft a follow-up

curl -X POST http://localhost:8103/api/v1/draft \
  -H "X-API-Key: hai_your_key" \
  -H "Content-Type: application/json" \
  -d '{
    "contact_name": "Sarah Chen",
    "contact_email": "sarah@acme.com",
    "company": "Acme Corp",
    "deal_stage": "proposal_sent",
    "last_contact_date": "2026-04-01",
    "last_contact_summary": "Sent proposal for AI automation. Sarah mentioned budget review in Q2.",
    "deal_value": "$75,000",
    "notes": "Sarah is the CTO. Decision maker. Prefers concise communication.",
    "sender_name": "Niels"
  }'

Response:

{
  "subject": "Quick check-in on the AI automation proposal",
  "body": "Hi Sarah,\n\nWanted to check in on the proposal I sent over last week. I know Q2 budget discussions are underway — happy to jump on a quick call if it would help make the case internally.\n\nI also put together a one-pager on expected ROI for the first 90 days that might be useful for the budget conversation. Want me to send it over?\n\nBest,\nNiels",
  "suggested_send_date": "2026-04-09",
  "tone": "casual",
  "latency_ms": 1234
}

Batch drafts

Generate follow-ups for up to 25 deals at once:

curl -X POST http://localhost:8103/api/v1/draft/batch \
  -H "X-API-Key: hai_your_key" \
  -H "Content-Type: application/json" \
  -d '{"deals": [...]}'

Deal stages

The system adapts tone and approach based on the deal stage:

Stage	Approach
prospect	Warm introduction, value-focused
discovery	Follow up on conversation, suggest next steps
proposal_sent	Check-in, offer supporting materials
negotiation	Address concerns, reinforce value
closed_won	Onboarding, relationship building