Conversation AI – Auto Follow-up

The Auto Follow-Up Feature enables your Conversation AI bot to automatically send outbound messages to re-engage a contact who has become inactive, dropped off, or requested a follow-up at a later time. This eliminates the need for manual intervention or the creation of complex workflows.

Whether a user states they are busy, asks for a specific follow-up time, or simply stops replying, the AI can identify these situations and schedule a follow-up message accordingly. Once the contact responds, the follow-up logic resets automatically.

This feature is available via labs.

The bot can now automatically detect when:

• A contact stops replying
• They mention being busy (e.g., “I’m driving” or “In a meeting”)
• They request a follow-up at a specific time

Once detected, the AI will:

• Store the follow-up intent
• Schedule follow-ups with custom cadences (e.g., 5 minutes, then 15 minutes later)
• Reset the follow-up logic once the contact replies

• Use AI-generated messages or create your own follow-up message
• Optionally trigger workflows to tag contacts, assign conversations, or notify users

⚠️ Important: Avoid triggering other bots in the workflow to prevent disrupted conversations.

• Set Active Working Hours so follow-ups are sent only during business hours.
• For example, if a follow-up is due at 9 PM but working hours are 8 AM–5 PM, the message will be sent at 8 AM on the next business day.

• Keep conversations active by switching channels when necessary:
• If Live Chat becomes inactive, the bot switches to SMS (if a phone number is available).
• On Facebook, Instagram, or WhatsApp, follow-ups will switch to SMS if there is no response within 24 hours.

(This feature is optional and can be disabled if required.)

All scheduled follow-ups now appear in the Response Info panel, providing complete transparency regarding what’s scheduled and why.

• No follow-up will be sent if the bot is inactive.
• Avoid triggering another bot through a workflow—this disrupts the follow-up logic.
• Use realistic delay intervals to avoid annoying users or being flagged as spam.
• A contact’s reply resets the follow-up schedule.

This feature enhances engagement, reduces lead leakage, and maintains natural, timely conversations—allowing you to close more deals effortlessly.

Activate Auto Follow-Up today and let your bot manage the follow-up tasks for you!