Configure AI Follow-up Sequence
Turn on AI follow-up to message new contacts automatically.
Prerequisites
- Card3 account
- access to AI Agent
- CRM (optional)
What You'll Achieve
Automated follow-up emails/messages after new connections.
Quick Start
Open AI Agent
Choose template
Set triggers
Enable
Step-by-Step Guide
Phase 1: Define goals
Phase 2: Template & variables
Phase 3: Triggers, timing, QA
Frequently Asked Questions
Does Card3's digital business card require an NFC card to use?
No. You can set up and use your digital business card via the web or app. The NFC card is mainly for in-person meetings, helping improve the efficiency and experience of social connections.
Can AI follow-up messages be customized?
Yes. You can edit AI templates in the settings, adjusting wording, tone, and language, and adding personalized variables such as the recipient's name or event name.
How can I share my information if the other person doesn't have NFC?
They can scan the QR code of your digital business card to access your details. The QR code can be generated and displayed within the Card3 app.
Can I save multiple AI follow-up strategies for different scenarios?
Yes. You can create multiple follow-up templates in the AI Agent and switch between them freely based on event type or target audience.
Does Card3's AI feature require an additional fee?
AI features and subscription plans are coming soon—stay tuned.
Related Guides
Customize AI Agent Responses for Sales Meetings
Advanced customization of AI agent prompts and responses for different sales scenarios.
Setting Up AI Follow-up Emails
Let AI draft and send follow-ups automatically.
Tracking Who Viewed Your Card
See views and engagement to prioritize outreach.