📬 AI Technology
Turn CRM information into useful AI context.
Mod IQ condenses lead information into short, usable summaries and stores them in custom fields in your CRM. Whenever CRM information is updated, Mod IQ refreshes those summaries so your AI assistant can use the updated context.
Mod IQ prepares lead context for your AI assistant. Mod Automations runs configured follow-up workflows, including new lead calls, tag-triggered calls and recurring outreach to older leads.
Mod IQ prepares context
Short, usable summaries stored in custom CRM fields.
Mod AI sends initial outreach emails. It does not currently respond automatically to incoming emails. When a lead replies, a human continues the conversation.
What Makes Mod IQ Different
Summaries refresh when CRM information is updated
Mod IQ and Mod Automations have different roles:
Mod IQ prepares lead context for your AI assistant.
Configured CRM tags can trigger calls through Mod Automations.
The process in three short steps:
- Information in the CRM is updated.
- Mod IQ summarises the information into concise, usable details.
- The summaries are stored in custom CRM fields for the AI assistant to use.
Available capabilities depend on the connected CRM, selected services and configuration. Email outreach does not include automatic incoming email replies.
Context, outreach and calling workflows
✔ 1. Initial Email Outreach
Mod AI sends initial outreach emails. It does not currently respond automatically to incoming emails. When a lead replies, a human continues the conversation.
✔ 2. Configured Follow-Up Schedule
Outreach depends on your selected services, configuration, contact eligibility and calling schedule.
✔ 3. Configured Calling Workflows
Mod Automations supports new-lead calls, calls triggered by configured CRM tags and recurring outreach to older leads every two months.
✔ 4. Human-Handled Email Replies
When a lead replies to an initial outreach email, a human continues the conversation.
✔ 5. Supported CRMs
Follow Up Boss, GoHighLevel and SureSend. Available capabilities depend on the connected CRM, selected services and configuration.
Why usable context matters
Your AI assistant can use concise summaries of the lead information in your CRM.
Initial email outreach starts the conversation; a human handles incoming email replies.
Concise lead summaries
Custom CRM fields
Updated AI context
Separate configured calling workflows
Human-handled email replies
Mod IQ refreshes the summaries when CRM information is updated.
💬 Helpful Prompts to Try Behavior-Based AI
These are examples for people using a separate writing tool, not automatic Mod IQ email replies.
1. Behavior-Adaptive Follow-Up Prompt
"Write a follow-up message for a lead who opened my last email twice but didn't reply. Make it confident, brief, and based on mild interest."
2. Lead-Stalled Message Prompt
"Create a warm, low-pressure message for a lead who hasn't responded in 10 days but previously seemed excited."
3. Tone-Matching Prompt
"Rewrite this reply to match the tone of the lead's original email. Keep the voice consistent with their style: [paste email]."
4. Cross-Channel Suggestion Prompt
"The lead isn't replying to email. Suggest a short text message alternative with a friendly tone."
Mod AI does not currently respond automatically to incoming emails. A human continues the conversation.
Mod IQ prepares context. Mod Automations runs workflows.
Mod IQ prepares lead context for your AI assistant. Mod Automations runs configured follow-up workflows, including new lead calls, tag-triggered calls and recurring outreach to older leads.
Mod IQ delivers exactly that because it:
- Concise lead summaries
- Custom CRM fields for your AI assistant
- Summaries refreshed after CRM information updates
Available capabilities depend on the connected CRM, selected services and configuration.