Legion AIPlatform · AI Lead Follow-Up
AI Lead Follow-Up Across Call, Text, and Email
Legion coordinates outbound calls, SMS, and email as one workflow per lead, so no inquiry falls through the cracks and every touch is logged on the contact record.
The problem: manual follow-up breaks down
Front-desk staff and salespeople can't reliably follow up with every lead across every channel while doing their real jobs. Speed drops, cadence breaks, and lukewarm leads go cold — the money you spent to acquire them is wasted.
How it works
One workflow per lead
A single cadence orchestrates calls, texts, and emails so channels don't collide and every touch is logged.
Configurable cadences
Set the number of attempts, gaps between touches, quiet hours, and stopping conditions per campaign.
Two-way conversation
Prospects can reply on any channel — the AI keeps context and continues the thread until they book or opt out.
Handoff on intent
When a lead is ready, Legion notifies a person or books the meeting directly.
Supported inputs
- Paid lead-ad forms
- Website forms and chat
- CRM new-lead events
- Missed calls
- CSV re-engagement lists
Example workflow
- 1A new lead arrives from a Google Ads form.
- 2Legion calls within 60 seconds; if no answer, sends a personalized SMS.
- 3The next morning, an email lands with a booking link and a second call attempt.
- 4The prospect replies to the SMS asking about pricing; the AI answers and offers three time slots.
- 5The lead confirms a slot; a calendar hold, confirmation email, and reminder SMS are scheduled automatically.
Business outcome
Businesses convert a materially higher share of the leads they already pay for, without adding headcount, by combining sub-minute first touch with a persistent, multi-channel cadence.
Human controls
- • Per-campaign cadence, quiet hours, and stopping rules
- • Approved copy, offer language, and knowledge base
- • Opt-out and DNC handling
- • Manual takeover on any conversation
- • Full transcript and delivery logs on every contact
Limitations
- • SMS requires A2P 10DLC registration in the US, which can take several days
- • Email deliverability depends on domain warm-up and DNS setup
- • AI does not handle regulated clinical or financial advice — those are routed to a person
Related industries
Related capabilities
Works with
Frequently asked questions
- Does it follow up on all channels at once?
- It coordinates them: call first for speed, then SMS and email on a cadence you approve, without stepping on itself or spamming the prospect.
- What happens when someone replies?
- The AI continues the conversation on whatever channel they used, with full history. It can answer FAQs, offer times, book, or hand off to a person.
- How is this different from a sequence tool?
- Sequence tools send drips. Legion holds a two-way conversation, adapts the cadence based on replies, and books meetings — not just delivers messages.
- When does it stop reaching out?
- When the lead books, opts out, matches a stopping rule (e.g. 'not interested'), or hits the max attempts you configured.