How to Chase Quiet Leads With Coach

Feature Availability User Permissions Business Type Time to Complete Skill Level
All plans and the free trial All roles All business types About 5 minutes Beginner

Summary

Overview: Coach can find leads who have gone quiet and write a nudge for one of them. Coach never sends the message. You copy the draft or open the lead's conversation in the Inbox and send it yourself.

Prerequisites:

  • Access to Pippify Coach.
  • Leads in your workspace.

How Coach Decides

  1. A lead counts as quiet when there has been no message in either direction for a number of days. If you don't say how many, Coach uses 3 days. You can ask for any number from 1 to 90.
  2. Coach leaves out leads marked won or lost, archived leads, leads a person has taken over from Pippin, and leads newer than the quiet period.
  3. The quietest leads are listed first.
  4. When you pick a lead, Coach reads that lead's conversation before it writes anything.
  5. Coach writes the draft for the lead's channel:
    • SMS and Messenger: 2–3 short sentences, plain text, no greeting and no signature.
    • Email, Facebook Lead Ads and web forms: a short greeting, then the message. No sign-off, because your email signature is added when you send.
  6. A nudge reopens the conversation. It refers to what was said before and gives the customer one clear reason to reply.
  7. If a draft needs a price, date, inclusion or policy, Coach uses only what it finds in your knowledge base.
  8. If the lead has opted out, Coach tells you and does not write an unprompted message. If a person has taken over the lead, Coach mentions it.

Limits

  • Coach drafts only. It never sends messages and never changes leads.
  • The list searches every lead in the workspace and shows up to 20 leads.
  • Searching by name finds leads by name, company or email address, needs at least two characters, and returns up to 10 matches. Archived leads are not included.

Step-by-Step Instructions

Step 1: Find quiet leads

  1. Open Pippify Coach.
  2. Click the Chase quiet leads card. Coach sends "Who has gone quiet lately, and can you draft a follow-up for one of them?"
  3. Or type your own request, such as "Who has been quiet for 7 days?"
  4. A Quiet leads card lists each lead with its company, channel and how many days it has been quiet.

Step 2: Ask for a draft

  1. Tell Coach which lead to nudge, for example "Draft a nudge for Maria".
  2. If more than one lead matches, Coach shows Matching leads and asks which one you mean.
  3. Coach writes the message and shows a Re-engagement draft card.
  4. To change the wording, ask Coach, for example "Make it shorter" or "Mention our December promo".

Step 3: Send it yourself

  1. Click Copy on the draft card. The button shows Copied.
  2. Click Open in Inbox to open the lead's conversation.
  3. Paste the draft into the reply box, check it, and send. See How to Reply to a Lead From the Inbox.

Other things you can ask

  • "Summarise my conversation with Acme Travel." Coach writes a 3–6 bullet summary: what the customer wants, key facts, where things stand and a suggested next step.
  • "Draft a reply to Maria's last message." Coach shows a Draft reply card with Copy and Open in Inbox.

Verify It Worked

Success criteria:

  • The Quiet leads card lists leads, or Coach says none were found.
  • Clicking a lead opens its conversation in the Inbox.
  • Your sent message appears in the lead's conversation.

Troubleshooting

Common errors

  • "No leads matched.": no lead fits the search or the quiet period. Fix: ask for a longer quiet period, or check the spelling of the name.
  • Coach won't write a nudge for a lead: the lead has opted out. Fix: respect the opt-out. See What Happens When a Customer Opts Out.

Limitations & considerations

  • A lead shown in the list might already be on a follow-up sequence. Check the lead before you send a manual nudge. See How to See Who Is on a Sequence and Why It Stopped.
  • Copy may be blocked by your browser's clipboard permission. If so, select the draft text and copy it by hand.

Next Steps & Related Resources

  • Next steps:
    • How to Reply to a Lead From the Inbox
  • Related articles:
    • How to Put Leads on a Sequence
    • How to Take Over a Conversation From Pippin
    • What Happens When a Customer Opts Out
    • How to Use Pippify Coach

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/13/2026