Configure Claude-powered follow-up sequences with custom tones, channels, formality, and per-stage system prompts.
9 min read
What you will learn
OneBob's AI Sales Assistant uses Claude to write personalized follow-up messages for both pipeline deals and general customer check-ins. You configure tone, channel, and language; OneBob assembles the full context (line items, last 5 interactions, trade show, lead source, optional booking link); Claude writes the message; you review, edit, and send. This guide walks you through both admin setup and day-to-day usage.
Configure per-stage follow-up settings as an admin
Trigger a follow-up from any open deal
Pick channel, tone, formality, and language
Add custom notes and a booking link before generating
⏱ Reading time: 9 minutes
Before you begin
AI Follow-ups are included on Professional and Enterprise plans
No API keys or technical setup required: AI is built into OneBob and ready to use
At least one open deal in your pipeline with a contact email
Optional: connect a booking calendar to include scheduling links in messages
1
Configure stage follow-up settings (admin)
Stage follow-ups define what tone Claude uses for each step and when to escalate. Admins set this up once per pipeline stage; sales reps then trigger follow-ups from any deal in that stage.
1Go to Settings → Deal Follow-ups
2Pick a pipeline stage and toggle "Enable follow-ups"
3Set step 1, 2, and 3 trigger thresholds (idle days before each step is suggested)
4Choose a default tone per step, for example: friendly → value → final
5Optionally write a stage-specific system prompt to steer Claude (e.g. "Always mention our 30-day free trial")
2
Open a deal and trigger a follow-up
Once a stage has follow-up settings, every deal in that stage gets a "Follow up" action in the sidebar.
1Open any open deal in a stage with follow-ups configured
2Click the "Follow up" button in the deal sidebar
3OneBob shows which steps have already been sent and which is next
4Pick the next available step (1, 2, or 3)
3
Pick channel, tone, formality, and language
Each follow-up message is shaped by these four dimensions. Claude follows them strictly.
1Channel: Email (HTML body, full subject line), LinkedIn (2-3 sentences), WhatsApp (1-2 sentences), Slack (light formatting), or generic plain text
2Tone: friendly, professional, curious, value, urgency, helpful, or final (defaults from stage settings, but always overridable)
3Formality: formal (Sie / Dear Mr.) or informal (Du / first name)
4Language: auto-detected from customer country, or override (English / German)
4
Add custom notes and booking link (optional)
Two optional inputs give Claude extra context for THIS specific message.
1"Custom notes" is a 500-character free-text field, e.g. "Reference the pricing question from yesterday's call"
2If a colleague met the contact, mention them by name. Claude writes from your perspective but credits the colleague naturally
3Toggle "Include booking link" to insert your calendar booking URL (requires an active event type)
4For first contact (no prior interactions), Claude automatically avoids referencing past conversations
5
Generate, review, and send
Claude composes the message from all assembled context. You stay in control of what actually goes out.
1Click "Generate" and Claude writes subject (email only) and body using your full deal context
2Edit the generated text directly in the preview pane if you want a different angle
3Email channel: send directly. Other channels: copy the text into your tool of choice
4Click "Mark as sent" to log the touchpoint as an interaction with a follow-up marker, which prevents re-sending the same step
Tips & best practices
Use friendlier tones early in the sequence, escalate to value or final later. Claude follows your tone choice strictly
Per-stage system prompts are powerful: use them to steer product positioning, no-go phrases, or company voice
Customer-level follow-ups (no specific deal) work the same way from the customer page, perfect for relationship check-ins
For non-email channels, "Mark as sent" still logs the touchpoint so your CRM has a complete audit trail
Claude follows your formality choice strictly: pick "informal" for German Du, "formal" for German Sie
Need help?
If your AI follow-ups aren't generating, make sure the deal has a contact email and that follow-ups are enabled for its pipeline stage under Settings → Deal Follow-ups. If messages feel off-brand, refine the per-stage system prompt in the same place. Still stuck? Our team is happy to help.
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