How to Do a Follow-Up Call: A Practical Guide
How to do a follow-up call that gets an answer: prepare the context, open with the reason, agree on a next step and log the result in the CRM.
AXIS builds an AI chatbot for your business. It answers customers by SMS, WhatsApp, Instagram and on your website from your own documents, takes the order or booking, writes the deal to your CRM and hands a person the chats that need one.
Hi, do you have the Lyon sofa in gray?
Hi! The gray Lyon is in stock, and we can deliver Thursday or Friday. Want me to place the order?
Yes, Friday evening please.
Booked for Friday, 6 to 9 PM. What's the delivery address?
CRM record
Connects to the phone system and CRM you already use
SMS, WhatsApp, Instagram DMs and your website chat in one inbox.
The knowledge base is built from your price lists, policies and guides.
Takes the order, checks stock, books the service and reports the status.
Deal, contact, stage, tags and a chat summary go to Kommo, Bitrix24 or the CRM you connect.
Chats that need a person go to your team with the history.
A rule-based bot walks the customer through a fixed menu and does not understand a question that is not on it. An AI chatbot understands free text, answers in its own words from the knowledge base within the script, and asks a follow-up question when it needs more details.
For sales and service that is the difference between a menu and a conversation: the customer asks the way they are used to and gets an answer, not a list of buttons.
Most customer service questions repeat: order status, delivery, returns, hours, pricing. The chatbot answers them at any hour, in the customer's channel, and passes a person the cases that need a decision. The customer gets an answer instead of a ticket number.
The same agent answers on WhatsApp and in Instagram DMs with the same knowledge base and rules as on your website. Messages from ads get sorted right away: the bot finds out what the person wants and writes it to your CRM.
The bot sends the first message to a customer only after you approve it.
A chat widget answers visitors while they are still on the page: it recommends a product, answers a pricing question or books a call. One agent can serve several websites with the same rules.
The chatbot is set up for your sale, not taken from a template.
Setup is a one-time fee. Voice conversations are billed by the minute. The exact quote comes after a review of your process.
Text assistant setup starts at $590 and voice assistant setup at $1,450, both one-time. Voice conversations cost $0.12–0.18 per minute, billed on actual usage.
SMS, WhatsApp, Instagram DMs and the chat widget on your website. All chats land in one inbox.
It does not make one up. The bot says only what is in the knowledge base and the script, and passes any other question to a person with the chat history.
In a small company, messages often go to the owner or one rep, and evening questions wait until morning. The bot answers around the clock and passes a person only what needs a decision.
Yes. The voice assistant answers and makes calls on your phone system, from your number, and writes the result to the same CRM.
How to do a follow-up call that gets an answer: prepare the context, open with the reason, agree on a next step and log the result in the CRM.
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