Flozit help

Start

Flozit is made for the cold leads that would otherwise slip away. Tag only the leads you want contacted by your AI assistant.

1. Add the tag Flozit On to a lead in Follow Up Boss. Upper or lower case, and a dash or a space between the words, all work.
2. Your AI assistant sends first emails and follow-ups once a day, starting at 7:30am your time. A lead you tag today usually gets its first email by the next morning.
3. It sends up to 15 first emails and follow-ups a day, plus replies to leads who write back and a few check-ins on quiet conversations. If you tag a lot of leads at once, some start on the following days.

Your AI assistant only sends emails between 7:30am and 8pm your time.

See what it sends

Every email goes from your own Gmail and shows in your Sent folder. Each one says it comes from your AI assistant.

When a lead replies

Your AI assistant checks for replies every few minutes and usually answers within a few minutes between 7:30am and 8pm your time. Replies that come in later are answered the next morning. When the lead is ready to talk, you get a short email about the lead and a call task in Follow Up Boss, and your AI assistant stops emailing that lead.

When a lead asks to stop

Your AI assistant stops, may send one short reply to confirm, and adds the tag flozit-opted-out to the lead in Follow Up Boss.

Stop or pause

To stop your AI assistant on one lead, remove the Flozit On tag. Do this before you call or email a tagged lead yourself.
To pause Flozit for all your leads, email us at support@flozit.com.

Start a lead again

If your AI assistant sent a lead all its emails and the lead never replied, you can start it again 90 days after the last email. Add the tag Flozit On. A lead that was handed back to you, or asked to stop, is not started again. Your AI assistant leaves those leads to you.

Leads Flozit skips

Your AI assistant does not email a tagged lead when:

• The lead is in one of these Follow Up Boss stages: Active Client, Closed, Closed Won, Past Client or Trash. We skip these stages unless you ask us to change the list.
• The lead has a tag that says not to contact them, such as do-not-email, Do Not Contact, dnc, unsubscribed, not-interested or wrong-contact, or one of these: action-plan-active, No Flozit, Flozit Off, flozit-warm or flozit-opted-out.
• The lead has no email address, or Follow Up Boss marks the address as unsubscribed or not valid.
• The lead's type in Follow Up Boss is Agent, Vendor, Lender, Title, Attorney, Inspector, Contractor, Not a Lead or Referral Partner.

Flozit adds one note to the lead in Follow Up Boss that starts with Flozit skipped this lead, so you can see why.

More questions? See the full FAQ at https://flozit.com/faq/

Contact

support@flozit.com
443-605-4442