The Nurture AI page is available on the Gold, Enterprise and Enterprise+ plans, and to
admins. If you have access, you see Nurture AI in the left sidebar.
How it works
1
You have a real conversation and log it
Log the call in the dialer as usual. Nurture AI looks at calls that ran 50 seconds or longer.
2
Nurture AI reads the call
It reads the transcript and the outcome you logged. Then it decides whether a follow-up is
worth it, and when. If a call isn’t worth chasing, no task is created.
3
A follow-up lands on your list
If the call is worth a follow-up, you get a task with a follow-up date within the next six
months, a priority, and a short reason that points back to the call.
4
You call back on the day
Work the list from the Nurture AI page, or send the people you picked to the dialer.
Nurture AI reads the transcript, so record your calls with Both sides for the best results.
See Review recordings and transcripts.
Calls it skips
Nurture AI doesn’t create a follow-up when the call:- was shorter than 50 seconds,
- went to voicemail,
- already booked a meeting,
- was logged as a referral, do not call again, wrong contact, bad number, gatekeeper, or no longer with the company.
What each follow-up tells you
Open a follow-up to see what Nurture AI picked up from the call. The Overview tab can show:
Each follow-up also gets a Tag for the main objection: Timing, Budget or Competitor.
Use the Comments tab to leave notes for your team, and the Activity tab to see past calls.
Work your follow-up list
The quick filters at the top of the page split the list for you:- Hot: open follow-ups marked high priority.
- All: every open follow-up.
- This week: open follow-ups due this week.
- Completed: follow-ups you finished.
Export to dialer
Send the selected people to the dialer for a callback block.
Change Due Date
Move the follow-up date when plans change.
Complete Task
Mark follow-ups done once you have called back.
Reassign Owner
Hand follow-ups to a teammate. Remove task deletes ones you don’t need.
Add a follow-up yourself
Click Add task. Search for the contact, set a Priority and an Assignee, and add Context/Notes so whoever calls back knows why.Next steps
Find any call in Call history
Find the call behind a follow-up and replay it.
Score calls with your team's rubric
See how each conversation went, not just what comes next.
Meet Ari
Ask Ari to help with follow-ups, lists and your CRM from one chat.