Outbound follow-up
Send relationship-aware outreach.
Use relationship history, contact enrichment, templates, and sequence prompts so outreach references the real record.
Token first
Make sure the agent has these scopes.
Create a new token or update the agent's current token before trying the calls below.
Required token scopes
contacts:read
context:read
llm:read
sequences:write
Outcome
What this gives you.
The message feels informed because it is grounded in prior conversations, relationship strength, and current context.
Use when
The operational shape.
- A customer, partner, vendor, or lead should hear from an agent without sounding like a campaign merge field.
- The agent needs to check relationship health before writing or sequencing outreach.
- Follow-up should continue only while the relationship context says it is still appropriate.
API sequence
The calls to make.
01
Read relationship context
GET/v1/relationships/{identifier}/
Fetch last contact, strength, recent topics, and relationship health.
02
Enrich the contact
GET/v1/contacts/{contact_id}/
Request contact_digest and next_step so the prompt can use real history.
03
Render the outreach frame
POST/v1/templates/{template_id}/
Use a reusable structure while leaving the human context to the agent prompt.
Default example
Use this as the default shape for this step.
{
"context": {
"first_name": "Avery",
"topic": "proposal follow-up",
"sender_name": "Jordan",
"relationship_context": "customer engaged weekly with implementation questions and previously approved a shared timeline."
}
}
04
Enroll contextual follow-up
POST/v1/sequences/enrollments/
Start an ad-hoc sequence whose prompts reference the relationship snapshot.
Default example
Use this as the default shape for this step.
{
"inbox_id": "inb_sales",
"recipient": {"contact_id": "ctc_123"},
"exit_on_reply": true,
"source": {
"type": "external",
"subject": "Relationship-aware outreach",
"from_address": "agent@mail.example.com"
},
"emails": [
{
"delay_days": 0,
"subject": "Following up on the implementation plan",
"prompt": "Use the relationship digest and rendered template to write a warm, specific follow-up."
},
{
"delay_days": 5,
"subject": "Still useful to discuss?",
"prompt": "Follow up briefly. Reference the prior outreach and avoid repeating the same ask."
}
]
}
Controls
Review points.
- Use templates for structure, not fake personalization.
- The relationship snapshot should be included in sequence source so later steps stay grounded.
Related