Quote Follow-Up AI

france-and-son.myshopify.com

Automation on Live sending

Always-On Automation

Sent draft invoices enter the queue automatically after the wait period. No date range is needed for the daily automation.

Status: Live sending is running
First reminder: 2 day(s) after last draft update
Follow-up schedule: 10 email(s), every 3 day(s)
Automatic queue window: sent draft invoices older than 2 day(s), newest updated first, 183 calendar day(s) back
Send mode: Live customer emails

Optional Catch-Up Scan

Use this to backfill older drafts, refresh Shopify data, or schedule newer drafts that are still inside the wait period.

One-Time Sale Campaign

Use this for Memorial Day or similar events. A campaign sends one campaign follow-up per selected draft, then stops.

Campaign name Drafts created after Drafts created before Campaign starts Campaign ends Campaign safety limit Message angle Price action Adjustment value Minimum margin % Apply campaign price change Off by default. Only use when this campaign should change draft pricing. Require cost data Blocks price changes when Shopify cost is missing. Allow one extra campaign discount Keep off unless this campaign should intentionally add a small discount once.

Operating Mode

Automation enabled

Worker can process due drafts only when this is checked.

Preview only

Create preview attempts without sending customer emails.

Automation is live

The bot can send due customer emails automatically.

AI model Timezone

Follow-Up Schedule

Only sent draft invoices are queued. The first reminder waits this many days after the draft was created.

First automatic reminder Days between follow-ups Number of follow-up emails Automatic queue lookback Controls how far back the automatic queue is allowed to send. Saving this also realigns existing queued drafts to the selected window.

Message Rules

Current price

Mention current product price when available.

Custom draft savings

Mention the custom price already applied to the draft quote.

Stop after purchase match

Skip customers who already bought a quoted product.

Check last-year purchase history

Skip only when this customer already bought the exact quoted product, variant, or SKU in the last 365 days.

Order history safety limit How many past orders the app may inspect for that customer.

Tags And Exclusions

Excluded draft tags Excluded customer tags DM stop hold days Draft tags DM STOP or DM:STOP are held this many days from draft creation if already tagged, or from the first time the app sees the tag added. Tag drafts after send Adds the tag below after a live email is sent. Sent draft tags

Email

From BCC

AI Voice

Brand voice Base instructions

We desperately need an answer. Write an urgent sales follow-up email for a customer who requested a quote. You are allowed to be pushy, as we need to confirm that their inventory is still reserved for them, and not another customer. Use only the information provided, and never invent shipping promises, discounts, deadlines, scarcity, or urgency. If the provided information confirms that inventory is currently being held for the customer, politely explain that we are holding the item for them and need to know whether they are still interested so we can either continue with their quote or release the inventory for other customers. Make the subject line a complete question designed to elicit a response. Vary each subject line. Address the customer by first name in the subject line when their name is available, if it is not do NOT use the word "there". Imply that we really need an answer on this quote, we cannot keep holding it for them at this amazing price. Could they please let us know asap? Always ask if they are still interested. Always mention either the product name or the amount saved. Use the customer’s first name in the greeting when available. Never use draft numbers or “Hi there.” If no name is available, use: “Hi! Are you still interested?” Keep the tone friendly, and lightly urgent. Never sign off without including the agent name, Maya.

Settings saved

Recent Previews And Attempts

Live updates on

Status	Draft	Step	Subject / reason	Activity
SENT	#D283839	3	Any questions before you order your Essence Geometric Bed?	Aug 21, 2:05 PM
SKIPPED	#D283957	3	Can we help you decide on the Mazie Swivel Chair?	Aug 21, 2:00 PM
SKIPPED	#D282946	3	Brielle Console: Ready to use your secure checkout link?	Aug 21, 2:00 PM
SENT	#D283792	5	Anth, still want the Malvasia Desk Lamp at $745.19?	Aug 21, 1:32 PM
SKIPPED	#D282848	4	Joshua, ready to use the secure checkout link for your Redondo Resort King Day Bed?	Aug 21, 1:15 PM
SKIPPED	#D283242	1	Efrain, still interested in the Poul Leather Daybed?	Aug 21, 1:09 PM
SKIPPED	#D282221	8	Jeremy, is the Three Drawer Chest still on your list?	Aug 21, 1:01 PM
SKIPPED	#D283930	3	Jaclyn, still want the Monarch Console Table?	Aug 21, 1:01 PM
SENT	#D283958	3	Katie, need an answer on the Carson II Chair?	Aug 21, 1:00 PM
SKIPPED	#D283949	3	Tory, still want the Jeanneret chairs at $371.07 each?	Aug 21, 1:00 PM
SENT	#D283308	9	Andy, any update on the Marsh Drawer Chest order?	Aug 21, 12:46 PM
SKIPPED	#D284027	2	Willie, any questions on the Sienna Round Side Table?	Aug 21, 12:46 PM
SKIPPED	#D283102	10	Lauren, should we keep your spot for the Duvet Cover & Game Table?	Aug 21, 12:45 PM
SENT	#D283479	8	Are you ready to use your secure checkout link?	Aug 21, 12:45 PM
SENT	#D283276	10	Rachel, should we finalize your Brutalist Mod Sideboard order?	Aug 21, 12:33 PM
SENT	#D283007	10	Ryan, last call on the Alun Linear Chandelier?	Aug 21, 12:23 PM
SENT	#D283411	8	Closing the loop on quote #D283411	Aug 21, 12:23 PM
SENT	#D283096	10	Closing the loop on quote #D283096	Aug 21, 12:22 PM
SENT	#D283406	8	Dianeneurope, ready to lock in your $268.48 savings?	Aug 21, 12:21 PM
SKIPPED	#D283917	3	Ready to use the secure checkout link for the Ella table?	Aug 21, 12:20 PM
SKIPPED	#D283075	10	Final check: still want the New Lou Nightstand at $832.28?	Aug 21, 11:50 AM
SENT	#D283364	8	Lindsey, still considering the Mitchell Console?	Aug 21, 11:37 AM
SENT	#D283268	10	Michael, ready to wrap up the Neutral Swirl 1?	Aug 21, 11:35 AM
SENT	#D283478	8	Lori, are you still considering the Coalesce Panel Bed?	Aug 21, 11:34 AM
SKIPPED	#D283236	1	Still interested in the Mocha Swirl Bowl?	Aug 21, 11:31 AM
SENT	#D283165	10	Madison, are you ready to order your Montclair tables?	Aug 21, 10:53 AM
SENT	#D283071	10	One more note on quote #D283071	Aug 21, 10:52 AM
SENT	#D283381	8	Alexandre, ready to use your secure checkout link for the Mushroom Dome Lamp?	Aug 21, 10:49 AM
SKIPPED	#D283514	8	Last note on Carrara Marble Monolith 16" Cube Side Table -...	Aug 21, 10:47 AM
SENT	#D283214	10	Ready to move forward with your Carrara Marble Table?	Aug 21, 10:21 AM
SKIPPED	#D284204	1	William J, ready to use the secure checkout link?	Aug 21, 10:02 AM
SKIPPED	#D283923	3	Matt, ready to move ahead with the Terrazza Sofa?	Aug 21, 10:00 AM
SKIPPED	#D284203	1	Andreia, ready to use the secure checkout link for your Denton Recliner?	Aug 21, 9:53 AM
SENT	#D283795	5	Last note on Bollinger Round Dining Table With 60 Inch Gla...	Aug 21, 9:45 AM
SENT	#D283496	8	Trung, still want those Perot Nightstands?	Aug 21, 9:45 AM
SKIPPED	#D284202	1	Angelica, still interested in the Hanson Metal Side Table?	Aug 21, 9:33 AM
SKIPPED	#D282875	3	Ready to use the secure checkout link for your Onda dresser?	Aug 21, 9:30 AM
SENT	#D284200	1	Stavroula, still interested in the Meringue Essence Console Table?	Aug 21, 9:27 AM
SKIPPED	#D284194	1	Pedro, still interested in the Shaan Acrylic Table Base Set?	Aug 21, 9:17 AM
SKIPPED	#D284071	2	Purchased quoted product in last 365 days	Aug 21, 9:15 AM
SENT	#D283089	10	Christopher, ready to finalize your Antonio Games Table order?	Aug 21, 9:15 AM
SENT	#D283392	8	V, any update on the Lounge Chair Somerly?	Aug 21, 9:15 AM
SKIPPED	#D281537	1	Jamie, still interested in the shuffleboard table?	Aug 21, 9:03 AM
SKIPPED	#D276228	9	Samantha, ready to move forward with your Olive table quote?	Aug 21, 9:03 AM
SKIPPED	#D276345	10	Xi, ready to move ahead with the Lansky Barrel Chairs?	Aug 21, 9:03 AM
SKIPPED	#D279931	10	One more note on quote #D279931	Aug 21, 9:03 AM
SENT	#D283663	6	Sydney, your custom price on the Bauhaus Dining Table is still available	Aug 21, 9:02 AM
SENT	#D283481	8	Jennifer, is your Reed Console Table quote still on your list?	Aug 21, 9:02 AM
SENT	#D282378	7	Jayant, still want your Coalesce set at $4,613.59?	Aug 21, 9:02 AM
SENT	#D283061	10	Linda, shall we get your Café Outdoor Stacking Chairs on the way?	Aug 21, 9:02 AM
SKIPPED	#D284045	2	Ready to use the secure checkout link for your Morse Code on Wood?	Aug 21, 9:02 AM
SKIPPED	#D279612	8	Ready to move ahead with your Dimitri End Table quote?	Aug 21, 9:00 AM
SKIPPED	#D279096	10	Kate, ready to move ahead with your Roscoe Side Table?	Aug 21, 9:00 AM
SENT	#D282873	3	Ready to use your secure checkout link for the Calloway table?	Aug 21, 9:00 AM
SENT	#D283778	5	Geoff, still want the Modern Desert Bed at $2,531?	Aug 21, 9:00 AM
SENT	#D283605	7	Carie, ready to finalize your Storage Fee order?	Aug 21, 9:00 AM
SKIPPED	#D281804	6	Jack, still want the Mahjong Table at $2,999?	Aug 21, 8:59 AM
SKIPPED	#D282718	1	Casey, are you ready to move forward with your Vanguard Deux sectional?	Aug 21, 8:59 AM
SKIPPED	#D283066	1	Sophie, are you still interested in the Kristin Two Tier Round End Table?	Aug 21, 8:59 AM
SKIPPED	#D283193	1	Ada, still interested in the Amore Lyssa sofa?	Aug 21, 8:59 AM
SKIPPED	#D284024	2	Any questions about the Roxdale Acid Wash Metal Sideboard?	Aug 21, 8:59 AM
SENT	#D283187	10	Holly, ready to lock in your Roscoe table savings?	Aug 21, 7:25 AM
SENT	#D283077	10	Mathew, any final questions before you order the Goldie Executive Desk?	Aug 21, 7:13 AM
SENT	#D283004	10	Heathcliff Cabinet – Ready to Move Forward?	Aug 21, 7:08 AM
SENT	#D282705	5	Shilpa, are you still interested in the Tidal Bed?	Aug 21, 7:02 AM
SENT	#D284139	1	Sophia, still interested in the Eiffel Bookcase?	Aug 21, 6:44 AM
SENT	#D284186	1	Elizabeth, still interested in the Carmen Nightstands?	Aug 21, 6:44 AM
SENT	#D284104	1	Kathleen, still interested in the Sable Mirror?	Aug 21, 6:29 AM
SENT	#D284188	1	Judson, ready to move ahead with your Mies Van Der Rohe Rattan Armchair?	Aug 21, 6:14 AM
SENT	#D283834	3	Any questions before you order the London King Bed?	Aug 21, 4:44 AM
SENT	#D282709	5	Here if you need help with this quote	Aug 21, 4:44 AM
SENT	#D284044	2	Still want the damaged table, Mason?	Aug 21, 4:30 AM
SENT	#D284025	2	Jennifer, ready to move ahead with the Flato Coffee Table?	Aug 21, 4:30 AM
SENT	#D284154	1	Rob, still interested in the Balloon Trini Wall Mirror?	Aug 21, 4:29 AM
SENT	#D283637	6	Susan, ready to secure your Small Parcel Delivery?	Aug 21, 4:14 AM
SENT	#D283197	1	Kim, still interested in the Blanchet Cabinet?	Aug 21, 4:03 AM
SENT	#D282515	6	Sheryl, still deciding on the Jayla Dining Armchair?	Aug 21, 4:02 AM
SENT	#D283673	6	Ashley, any update on the Sophia Dining Table?	Aug 21, 4:01 AM
SENT	#D282507	6	Ryan, any update on the Carson bar stools?	Aug 21, 4:01 AM
SENT	#D282342	7	Jon, final check on the Kaia Bed quote?	Aug 21, 4:01 AM

Stopped Send Failures

25 drafts

Draft	Customer	Reason	Stopped
#D283957	enmacke@gmail.com	Unavailable products	Aug 21, 2:01 PM
#D275965	jowrigh1095@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D276643	sismour261@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D276545	jsaworkspace@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D276285	danielle@techleadershipcommunity.com	Unavailable products	Aug 21, 8:59 AM
#D278063	royjenkins60@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D278200	cdebowkrawitz@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D278027	hello@jesskleinstudio.com	Unavailable products	Aug 21, 8:59 AM
#D275846	saundersjm09@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D279536	privy-docents-2a@icloud.com	Unavailable products	Aug 21, 8:59 AM
#D281458	isaac.jordanr@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D281797	laceyr.hood@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D282122	anigian@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D282143	emailmargaretsnider@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D283831	3stherk1m@gmail.com	Unavailable products	Aug 21, 8:59 AM
#D275637	mxclark@drhorton.com	Unavailable products	Aug 19, 3:14 PM
#D275651	volodymir2411@gmail.com	Unavailable products	Aug 19, 3:14 PM
#D274883	markaaiello@yahoo.com	Unavailable products	Aug 6, 7:59 PM
#D274291	msjanattenguyen@gmail.com	Unavailable products	Jul 28, 11:29 AM
#D274070	sarasota1@gmail.com	Unavailable products	Jul 24, 5:29 PM
#D273963	prdesigner@mac.com	Unavailable products	Jul 22, 5:13 PM
#D273410	nehakhosla7@gmail.com	Unavailable products	Jul 13, 1:14 PM
#D273322	karidyson@hotmail.com	Unavailable products	Jul 9, 5:59 PM
#D273126	jfreeman@marymount.edu	Unavailable products	Jul 8, 5:59 PM
#D272570	paileytrade@gmail.com	Unavailable products	Jun 30, 6:04 PM

Live Status

Live updates on Updated 2:17:56 PM

Waiting for the next eligible draft Sending should resume around Aug 21, 2:24 PM. Next draft: #D280259.

99% sent 1% left (620 email(s))

Emails left in queue620

Checking now0

Recovering0

Due now0

Next eligible send2:24:09 PM

Total sent44074

Estimated finishAug 21, 4:21 PM

56 sent Today from 12 AM 32 skipped / 0 failed in range

0 queue error(s) 44694 total sent plus remaining

Current cap: 5/minute About 2 hr 4 min left

620 waiting for future eligibility 0 not sendable under current rules

Last activity Aug 21, 2:05 PM

Upcoming Eligibility

Live

Projected sends live 4297

Next projected: Aug 21, 2:24 PM Last projected: Oct 17, 1:57 PM

Every 3 days Through follow-up 10

Next 7 days1134

Next 30 days3539

All projected4297

Projected Send Calendar

Continuous day-by-day schedule

Fri, Aug 21 106

Sat, Aug 22 166

Sun, Aug 23 168

Mon, Aug 24 142

Tue, Aug 25 148

Wed, Aug 26 154

Thu, Aug 27 147

Fri, Aug 28 140

Sat, Aug 29 143

Sun, Aug 30 132

Mon, Aug 31 116

Tue, Sep 1 125

Wed, Sep 2 133

Thu, Sep 3 122

Fri, Sep 4 125

Sat, Sep 5 127

Sun, Sep 6 113

Mon, Sep 7 103

Tue, Sep 8 119

Wed, Sep 9 111

Thu, Sep 10 103

Fri, Sep 11 126

Sat, Sep 12 110

Sun, Sep 13 95

Mon, Sep 14 89

Tue, Sep 15 72

Wed, Sep 16 78

Thu, Sep 17 64

Fri, Sep 18 66

Sat, Sep 19 70

Sun, Sep 20 51

Mon, Sep 21 31

Tue, Sep 22 48

Wed, Sep 23 48

Thu, Sep 24 31

Fri, Sep 25 44

Sat, Sep 26 39

Sun, Sep 27 27

Mon, Sep 28 40

Tue, Sep 29 34

Wed, Sep 30 26

Thu, Oct 1 37

Fri, Oct 2 29

Sat, Oct 3 23

Sun, Oct 4 32

Mon, Oct 5 24

Tue, Oct 6 23

Wed, Oct 7 32

Thu, Oct 8 23

Fri, Oct 9 16

Sat, Oct 10 29

Sun, Oct 11 17

Mon, Oct 12 11

Tue, Oct 13 25

Wed, Oct 14 15

Thu, Oct 15 11

Fri, Oct 16 13

Sat, Oct 17 5

Queue

Queued620

Running now0

Recovering0

Stopped22896

Error0

Attempts

Showing Today from 12 AM

Sent56

Skipped32

Failed0

Sent Totals

Running total44074

Last hour2

Last 24 hours131

Last 7 days1035

Last 30 days5649

Campaigns

Queued0

Running0

Sent0

Campaign Progress

Name	Status	Progress	Duration
No campaigns yet.

Connections

Shopify auth: Connected
Gemini: Connected
DeepSeek: Connected
Public URL: Set
Draft order reads: Needs read_draft_orders
Full order history: Granted
Cost checks: Granted
Quick sale reads: Needs read_quick_sale
Marketplace order reads: Needs read_marketplace_orders
Granted scopes: read_all_orders,read_customers,write_draft_orders,read_inventory,read_orders,read_products

Conversion Dashboard

Only counts completed drafts that had a live bot email sent before checkout. Preview-only messages and regular Shopify draft conversions are excluded.

Revenue$140,577.70

Converted orders68

Bot emails sent5649

Conversion rate1.2%

Daily

Period	Bot emails	Orders	Revenue	Rate
Aug 8	224	0	$0.00	0%
Aug 9	164	2	$9,217.20	1.2%
Aug 10	138	6	$14,671.37	4.3%
Aug 11	169	2	$3,694.78	1.2%
Aug 12	116	1	$2,518.47	0.9%
Aug 13	177	2	$6,686.89	1.1%
Aug 14	164	6	$11,325.72	3.7%
Aug 15	149	1	$2,500.00	0.7%
Aug 16	112	1	$2,820.72	0.9%
Aug 17	205	2	$2,266.18	1%
Aug 18	111	1	$1,091.35	0.9%
Aug 19	137	1	$1,172.07	0.7%
Aug 20	193	3	$432.07	1.6%
Aug 21	57	2	$9,426.07	3.5%

Weekly

Period	Bot emails	Orders	Revenue	Rate
Jun 28	8570	29	$37,115.86	0.3%
Jul 5	4445	25	$33,991.86	0.6%
Jul 12	1779	24	$50,965.36	1.3%
Jul 19	1423	15	$34,625.10	1.1%
Jul 26	1496	17	$35,428.66	1.1%
Aug 2	1480	14	$16,479.87	0.9%
Aug 9	1077	20	$50,614.43	1.9%
Aug 16	815	10	$17,208.46	1.2%

Monthly

Period	Bot emails	Orders	Revenue	Rate
Mar 2026	0	0	$0.00	0%
Apr 2026	0	0	$0.00	0%
May 2026	0	0	$0.00	0%
Jun 2026	26595	60	$123,751.88	0.2%
Jul 2026	13918	101	$179,982.26	0.7%
Aug 2026	3561	44	$84,302.76	1.2%

Conversion Details

By Campaign

Campaign	Bot emails	Orders	Revenue	Rate
Always-on follow-ups	44074	205	$388,036.90	0.5%

By Message Number

Message	Bot emails	Orders	Revenue	Rate
Always-on follow-up 1	6282	73	$151,386.85	1.2%
Always-on follow-up 2	5979	53	$78,807.51	0.9%
Always-on follow-up 3	4814	19	$38,877.98	0.4%
Always-on follow-up 10	3018	13	$25,986.97	0.4%
Always-on follow-up 4	4563	13	$23,443.95	0.3%
Always-on follow-up 7	3911	10	$13,780.66	0.3%
Always-on follow-up 5	4369	8	$22,038.78	0.2%
Always-on follow-up 6	4159	7	$16,116.99	0.2%
Always-on follow-up 8	3629	7	$11,827.22	0.2%
Always-on follow-up 9	3350	2	$5,769.99	0.1%

Recent Converted Drafts

Order	Draft	Credit	Revenue	Converted
#272207	#D281766	Always-on follow-up 4	$3,857.49	Aug 21, 11:30 AM
#272206	#D284149	Always-on follow-up 1	$5,568.58	Aug 21, 11:25 AM
#272189	#D282683	Always-on follow-up 10	$132.09	Aug 20, 3:02 PM
#272170	#D283157	Always-on follow-up 10	$243.60	Aug 20, 10:50 AM
#272162	#D283951	Always-on follow-up 2	$56.38	Aug 19, 10:29 PM
#272143	#D284035	Always-on follow-up 1	$1,172.07	Aug 19, 12:44 PM
#272123	#D283983	Always-on follow-up 2	$1,091.35	Aug 18, 4:51 PM
#272088	#D283886	Always-on follow-up 1	$199.00	Aug 17, 4:24 PM
#272079	#D282862	Always-on follow-up 6	$2,067.18	Aug 17, 2:45 PM
#272048	#D283926	Always-on follow-up 1	$2,820.72	Aug 15, 8:09 PM