How It Works

From setup to automated follow-up in four steps

You bring your Twilio number and OpenAI key. FollowWiz brings the AI conversations, scheduling logic, and CRM automation.

  1. 1

    Step 1

    Create a Twilio account

    Connect your Twilio phone number to FollowWiz.

  2. 2

    Step 2

    Create an OpenAI account

    Connect your OpenAI API key.

  3. 3

    Step 3

    Train your AI

    Add your business information, services, pricing, FAQs, and appointment schedule so the AI understands your business.

  4. 4

    Step 4

    Let FollowWiz work

    The AI automatically sends reminders, follows up with customers, confirms appointments, answers questions using your business knowledge, reschedules appointments, and updates your CRM.

See it in action

A real FollowWiz conversation: reminder sent, objection handled, appointment rescheduled, pipeline updated — all automatically.

FollowWiz Dashboard

Appointments Confirmed

1,248

AI Conversations

6,391

Recovered No-Shows

312

AI SMS Conversation

Sarah M. · +1 (555) 214-8890

Rescheduled

Hi Sarah! Just confirming your appointment tomorrow at 2:00 PM.

Oh no, I can't make 2pm anymore.

No problem — I have Thursday 10:30 AM or Friday 1:00 PM open. Which works?

Thursday 10:30 works!

Booked ✅ Thursday 10:30 AM. Pipeline updated to Confirmed.

Ready to automate your follow-up?

Set up FollowWiz in minutes with your own Twilio number and OpenAI key. Your AI assistant handles the rest.