AI Sales Follow-up & Pipeline Assistant

Never ask “did anyone follow up?” again.

Capture every enquiry. Track every quotation. Know exactly what needs action next.

WhatsApp BusinessLiveCan you send us the quote for 500 units?
GmailLiveFollowing up on pricing for the X7 order.
Outlook 365LivePlease advise on delivery timeline.
Zalo OALiveWe're interested — what are the payment terms?
RY:ACT AssistantPassive Intelligence Engine
Can you send us the quote for 500 units of the X7?10:24
Attached — $45,000 all in, delivery in 3 weeks.Quotation_X7_500units.pdf1.2 MB · PDF10:41
Opportunity created$45,000Quotation trackedFollow-up scheduled
Manager alert48hNo reply on the $45,000 quoteDraft ready · awaiting approval
Works where you already work

Work where your team already works.

Salespeople should not have to adopt a second workflow just to keep management informed. RY:ACT reads the conversations they are already having, and reports into the tool your team already has open.

// INGESTION STREAMSReads incoming customer conversations
4 Live Channels
WhatsApp BusinessInbound Live
GmailInbound Live
Outlook 365Inbound Live
Zalo OAInbound Live
// DISPATCH DESTINATIONSDelivers action queues to your team
Pick one hub per team
TelegramQueue Target
SlackQueue Target
Microsoft TeamsQueue Target
WhatsAppQueue Target
Email DigestQueue Target
// EXTENSIBILITYNeed another channel?
Under evaluation
Zero training required for your sales reps.

They continue replying to customers exactly where they always have. RY:ACT passively monitors threads in the background and delivers a prioritized daily queue of what needs action next.

How it works

Four things happen, and none of them are your rep’s job.

No new CRM to keep fed. No mandatory fields to fill in. The natural conversation is the entire input.

// 01 INGESTIONStep 01

Capture

Notices customer enquiries and quotation requests silently inside existing conversations.

WhatsApp Business

“Can you send the quote for 500 units?”

Enquiry Detected
// 02 EXTRACTIONStep 02

Understand

Parses the customer identity, quotation value, delivery timeline, and next required action.

Extracted Metadata
Value:$45,000
Stage:Quotation Sent
Deadline:In 48h
// 03 DISPATCHStep 03

Follow

Prepares contextual follow-up drafts and delivers them straight into the rep's daily queue.

Telegram / Slack Queue

Hi Sarah, checking in on the 500-unit quote...

Draft Ready · 1-Click Send
// 04 VISIBILITYStep 04

Manage

Gives sales leadership instant visibility into stalling deals and unanswered quotations.

48h Inactivity Alert
No manual CRM data entry required
Autonomous Pipeline · Continuous Ingestion to Action Delivery
Live demo

Watch it handle three everyday situations.

Pick a scenario to see how conversations in WhatsApp or Email trigger automatic follow-up drafts — with zero CRM data entry.

// ROUTEWhatsApp Business➔RY:ACT AI CORE➔Your Team Chat (Telegram / Slack)
01
// INGESTION STREAMThe Customer Conversation
AP
Apex Industrial · Mr Harrison$24,500 Quote sent Tuesday

Can you send us the formal quote for 500 units?

09:14

Attached — $24,500 all in, delivery in 3 weeks.

Quote_Apex_500units.pdf1.4 MB · PDF
09:41
Quote DispatchedFollow-up Due ($24,500)
02
// AUTONOMOUS COREPassive AI Recognition
Quote sent Tuesday · 0 replies sinceActive Recognition

48 hours of silence detected.

The rep moved on to other deals. RY:ACT notices the stalled quotation and prepares a tailored follow-up draft for the morning queue.

Deal Value Monitored:$24,500
Leadership Radar Sync

Apex Industrial ($24,500) quiet for 48h. Follow-up queued for Sarah.

03
// DISPATCH QUEUEActionable Follow-up Draft
Morning Rep Queue (08:00 AM)Telegram / Slack / Email
Contextual Follow-up Draft

“Hi Mr Harrison — checking whether you had questions on the $24,500 quote from Tuesday? Two production slots are open next week if timing matters.”

Strictly Copy-Only: Never sent autonomously.
Zero CRM Data Entry: Reps continue replying in their existing chat apps. RY:ACT moves deals forward automatically.
Try on your pipeline
RY:ACT drafts, a human sends.

It prepares and recommends high-conviction actions in the background. It never sends a customer message without your salesperson reviewing and approving it first.

Stop losing deals to silence

A CRM only knows what someone remembered to type.

RY:ACT reads the place the work is actually happening. That is the whole difference.

// LEGACY MANUAL STACK

Traditional CRM

Requires sales reps to manually feed data fields after every call.

  • Manual Form Fatigue

    Only knows what a salesperson remembered to type at the end of the day.

  • Instant Data Decay

    Goes stale the exact week your sales team gets busy closing deals.

  • Blind to Deal Silence

    A quotation going quiet looks like nothing at all until the deal is already lost.

  • Workflow Friction

    Forces salespeople to leave chat apps and adopt an administrative routine.

Data Freshness: Declines under high deal volume
// RY:ACT AUTONOMOUS LAYER

RY:ACT Intelligence

Passively monitors customer conversations and flags what needs action.

  • Zero-Input Ingestion

    The natural conversation itself is the single, undisputed source of truth.

  • Continuous Realtime Sync

    Stays 100% current automatically because nobody has to maintain or log it.

  • Silence Is an Actionable Signal

    Notices 48h of quote inactivity and immediately queues a tailored recovery draft.

  • Zero Context Switching

    Delivers prepared action queues straight into the chat apps your team already has open.

Pipeline Coverage: 100% Realtime · Zero Data Entry
RY:ACT sits alongside whatever CRM or spreadsheets you already run.

It is not a replacement for your existing system — it is the intelligence layer that captures what never made it into the CRM in the first place.

Results

What changes when nothing goes quiet.

Six systemic outcomes your sales team will notice in the first thirty days.

// SPEED< 15m Response

Faster first response

Enquiries get answered while the buyer is actively comparing options.

// RECOVERY0 Forgotten Quotes

Fewer forgotten quotations

A quote going quiet stops being invisible — raised at 48h silence.

// STANDARD100% Rep Cadence

More consistent follow-up

The same high-conviction standard applies to every rep and every deal.

// PRIORITIESDaily Priority Queue

Clearer next actions

Each morning starts with a prioritized action list, not a blank inbox.

// VISIBILITYInstant Radar

Management visibility

See what is slipping across teams without demanding manual updates.

// AUTONOMY0 Data Entry

Less manual reporting

The live pipeline automatically assembles from daily conversations.

// VALUE MODEL

Pipeline Revenue Recovery Calculator

Interactive Simulation
Your Pipeline Volume
40 / month
$12,500
20%
Recovery Assumptions (Configurable)
35%
Quotes where no follow-up was ever sent.
22%
B2B benchmark for timely 48h deal recovery.
Estimated Recovered Revenue
$75,000
per quarter
Pipeline Math Breakdown

40 quotes → 32 don’t close → 11 go quiet → 2 recovered / mo

Annualized Recovery Impact:$300,000 / year
Test on your pipeline

These figures are an interactive estimate based on the pipeline parameters you adjust above. All amounts in USD.

Trust & Governance

What we will put in writing.

Clear, verifiable security principles. Only claims we technically stand behind today are published here.

// ABSOLUTE GOVERNANCEStrict Human-in-the-Loop

Drafts only — it never sends on its own

RY:ACT prepares and recommends. No customer ever receives an automated message that a person did not review, approve, and send.

// REP OWNERSHIPDeal-Level Review

A person stays in the loop

Every follow-up is delivered to and reviewed by the specific rep who owns the deal before it goes anywhere.

// CONFIGURABLE RULESCustom Schedules

Your rules, not ours

Response windows, quiet thresholds, working hours, and when the morning digest arrives are all custom settings for your team.

// PERMISSION SCOPINGThread-Level Isolation

Scoped to the threads you connect

RY:ACT only reads the specific sales channels you deliberately connect to it, and strictly nothing else.

Enterprise Security & Compliance Review

Hosting, encryption, model-provider architecture, and data-retention specifics are reviewed in detail on the discovery scoping call against your custom security requirements.

Compliance Verified
// DISCOVERY & SCOPING

See what your sales team is missing.

15-minute diagnostic. We review your actual quotation flow and show you what deals slipped through the cracks. Zero preparation required.

15-Minute Scoping
Enterprise Privacy
Zero Workflow Disruption
Primary Sales Communication Channels

White-glove enterprise deployment. Zero software for your sales reps to learn.