What Are Chase-Ups and the Chasebox™?

Chase-Ups and Chasebox™

Chasebox™ is designed to keep vital communications front and center. Setting Chase-ups is a great way to be proactive and make sure that you keep on top of or "chase" your leads as needed.

Never let a lead go cold again. 🎯 Chase-Ups remind you when a conversation needs a follow-up, and Chasebox keeps all those reminders in one place so you always know who to contact next. This guide covers how to create, manage and automate your Chase-Ups.

What Are Chase-Ups?
Setting Up Chase-Ups
Using the Chasebox
Managing Your Chase-Ups
Enabling Chase-Ups by Default
Automating Follow-Ups With AI Chase-Ups

🔔 What Are Chase-Ups?

A Chase-Up is a reminder that an email needs a follow-up. When you set a Chase-Up, it appears in your Chasebox after a set number of days if certain criteria haven't been met. This helps you stay proactive, keep on top of your communications and make sure no leads slip through the cracks.

For example, if you set a Chase-Up on an opportunity for 3 days, the reminder appears in your Chasebox once those 3 days have passed. You can then reach out again to check whether they've had a chance to read your previous email.

Chase-Ups are reminders, not emails

Chase-Ups are not sent automatically. They remind you to follow up, but you'll need to send the follow-up email yourself. If you'd like follow-ups to be sent for you, see Automating Follow-Ups With AI Chase-Ups below.

Finding Chasebox

Chasebox sits within Conversations, alongside the Inbox and Agent Flow tabs. Click the Chasebox™ tab to see all of your Chase-Ups.

⚙️ Setting Up Chase-Ups

You can set up Chase-Ups in three places: your Profile settings (which apply to all your Chase-Ups by default), the reply drawer, or the Opportunity Details page.

Chase-Up criteria

Each Chase-Up appears in your Chasebox after a set number of days if one of the following criteria is met:

No reply: the contact hasn't replied to your email.
No milestone change: the opportunity hasn't moved to a new milestone.
No reply or milestone change: either of the above.

Enabling Chase-Ups by default

To enable Chase-Ups by default, go to My Preferences. With this setting enabled, your Chase-Up settings will be applied automatically to all outbound messages. You can still adjust or disable the Chase-Up on individual messages.

Setting a Chase-Up when sending a reply

When sending a reply, you can set a Chase-Up from the reply drawer by choosing the number of days and the criteria.

Setting a Chase-Up from Opportunity Details

You can also create and edit Chase-Ups from communications on the Opportunity Details page.

📥 Using the Chasebox

Chasebox gives you an at-a-glance view of every follow-up, from what's due today to what's coming up next.

The overview cards

The four cards at the top of Chasebox show how many Chase-Ups fall into each group:

Card	What it shows
Due Today	Chase-Ups that are due today
Past Due	Chase-Ups whose chase date has passed. The number turns red when you have overdue follow-ups
Future Chase-Ups	Chase-Ups scheduled for a later date
All Chase-Ups	Every Chase-Up you currently have

Each card also shows two metrics:

Avg. DSLE: [Confirm: likely the average number of days since the last email was sent]
CUS: [Confirm: what CUS stands for and how the percentage is calculated]

The Chasebox table

Below the cards, each Chase-Up is listed as a row. You can sort by any column using the arrows next to its name.

Column	What it shows
From	The contact the conversation is with
Subject	The email subject and a preview of the latest message
Email Date	When the last email was sent or received
Chase Date	When the Chase-Up became, or will become, due
Chase Type	The criteria that triggered the Chase-Up, such as No Reply or No Reply / Milestone
Opportunity	The campaign and website the opportunity belongs to
Milestone	The opportunity's current milestone

Filtering, searching and exporting

Use the tools on the right above the table to find the Chase-Ups you need:

Filter: narrow your Chase-Ups by Email Account, Milestone, Campaign and Tag.
Search: look up a specific contact, subject or opportunity.
Columns: choose which columns are shown in the table.
Download: export your Chase-Ups.

📋 Managing Your Chase-Ups

Select one or more Chase-Ups using the checkboxes on the left of the table to take action on them.

Stopping a Chase-Up

If you no longer need to follow up on a conversation, select it and click Stop Chasing.

Tagging and other actions

Use the tag button to add tags to the selected Chase-Ups.

Following up on a Chase-Up

Click a conversation to open it and send your follow-up. As you manage your opportunities and send more replies, you'll have the option to create additional Chase-Ups.

🤖 Automating Follow-Ups With AI Chase-Ups

If you'd prefer follow-ups to be handled for you, Pitchbox's AI Agents can do the work.

AI Chase-Ups

You can create an AI Chase-Up in your AI Agent settings. Once your AI Agent is configured for your campaign, it will generate and send the follow-up automatically.

Running the AI Reply Agent from Chasebox

Select one or more Chase-Ups and click Run AI Reply Agent to have AI draft replies to those conversations.

When an AI Reply fails

If a conversation shows an AI Reply Failed label, the AI Reply Agent wasn't able to respond.

You can read more in our guide to AI Agents in Pitchbox.

💬 Need more help? Email pitchbox@support.com or use the live chat and our team will be happy to help.