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Conversation AI – Auto Followup

May 29, 2025/in What's New? Automations, Conversation AI, Conversations

The Auto Follow-Up Feature allows your Conversation AI bot to automatically send outbound messages to re-engage with contacts who have dropped off, gone inactive, or requested a follow-up at a later time. This eliminates the need for manual intervention or complex workflows.

Whether a user indicates they are busy, asks for a specific follow-up time, or simply stops responding, the AI can recognise these scenarios and schedule a follow-up message accordingly. Once the contact replies, the follow-up logic resets automatically.

This feature is available via Labs

1. Smart Detection of Drop-Off Scenarios

The bot can now automatically identify 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

2. Automated Follow-Up Scheduling

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

3. Custom Messaging & Workflow Support

  • 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 broken conversations.

4. Working Hours Awareness

  • Set Active Working Hours so follow-ups are sent only during business hours.
  • 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 the next business day.

5. Dynamic Channel Switching

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

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

6. Full Visibility in Response Info

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

  • No follow-up will be sent if the bot is inactive.
  • Do not trigger another bot through a workflow—this breaks 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—enabling you to close more deals with minimal effort.

Turn on Auto Follow-Up today and let your bot handle the follow-up tasks for you!

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