Hear it call your own phone
Half an hour. We build a flow for your enquiries and run it against your number.
Solutions / Quote follow-up
Quote follow-up that happens every single time.
When a quote goes out, a flow starts. A text two days later, answers to their questions from your own material, a call if they go quiet, and a place in your sales team's queue when they are ready.
What goes wrong without it.
Quotes go out and go quiet
Nobody has time to ring forty open quotes a week, so most are chased once or not at all.
Questions sit unanswered
Is fitting included? Can you start in March? A small question left for two days is often the reason a quote dies.
Sales calls the wrong people
Without knowing who is ready, your closers spend their day on voicemails instead of the three customers who want to go ahead.
How quote follow-up works in Unibound.
It is a flow: a diagram of what should happen and when. You can open it, change any step and test it on your own phone before a customer hears it.
A quote is sent
Your CRM or quoting tool tells Unibound, with the customer's details and what was quoted.
A message they will actually read
Written by AI around their quote and sent by text or WhatsApp a couple of days later.
Their questions get answered
The AI replies from your knowledge library, at any hour. If they don't reply, it tries a call.
Sales rings the ready ones
They land in the call queue with the conversation attached. Sales picks an outcome and the flow finishes the paperwork.
Where your people come in.
Closing is a job for a person. The flow does the chasing and the answering, then puts a warm customer in front of your salesperson at the moment they are ready to talk.
Take over, hand back
The AI and your people work the same contacts in one inbox and one call queue.
AI and your team
Change any step
Every path is drawn, not buried in a prompt. Add a branch, a wait or a channel in a minute.
How flows work
Rules the AI can't bend
Opt-outs, calling hours, daily limits and spend are checked by the system before every call and message.
See the safeguardsQuestions about quote follow-up.
How does Unibound know a quote has been sent?
Your CRM or quoting tool sends the contact to Unibound, directly or through Zapier, Make or n8n, or you upload a list. The flow starts for each one.
Can it answer questions about our prices and terms?
Yes, from the documents and web pages you add to the knowledge library. If the answer isn't there, it says so and passes the conversation to your team.
When does a person take over?
Whenever you decide: when the customer says they are ready, asks for a call, or the AI judges the conversation needs one. They join your team's call queue with the full history.
Will customers be pestered?
No. You set daily limits per person, calling hours and how many attempts the flow makes. One STOP on any channel ends contact on every channel.
Read more on this.
PlaybooksAI lead follow-up: a playbook for answering every enquiry in under a minute
A playbook for AI lead follow-up: what to ask on the first call, what to send when nobody answers, when a person takes over, and what to measure.
2 July 20265 min read
AI and peopleAI-to-human handoff: handover, take-over and hand-back, done properly
A practical guide to AI-to-human handoff on calls and messages: when to escalate, what the person must see, what happens when nobody is free, and handing back.
15 October 20267 min readFlowsLinear sequences vs branching flows: why a fixed follow-up schedule loses enquiries
Why fixed follow-up sequences and drip cadences lose enquiries, and how a branching flow across calls, SMS, WhatsApp and email works instead.
18 June 20266 min read
