Campaigns

How recovery campaigns work

Early access — this feature is rolling out to early partners and may not be enabled on your account yet.

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A campaign takes a segment of your backlog (for example, unsold estimates from the last six months over $500) and runs a multi-touch, email-first sequence: plain-text messages that reference the original quote, spread over two to three weeks.

When a lead replies, the AI continues the conversation with the original estimate in context — answering questions, handling objections, and driving to a booked appointment written directly into your CRM. SMS joins the sequence automatically once your A2P registration is approved.

What you see

  • Campaigns — progress per segment: sent, opened, replied, booked
  • Inbox — conversations that need you: approvals, escalations, and wins
  • Dashboard — recovered revenue this month, plus a daily call queue for leads worth a human phone call

Sends are ramped up gradually on new accounts to protect deliverability — full volume from day one looks like spam to receiving servers, and reputation is a shared asset.

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