Lead follow-up automation
Most quiet leads aren't a no. They just never heard back.
Pick the stages to watch. A lead who's gone quiet there gets one check-in, written from your last chat, during working hours.
30 minutes. You choose the day and the time.
Kumar, Sent the price, quiet 6 days
Due nextGets one check-inJoyce, she wrote last
Not dueA person owes her a replyMark, never replied to the first message
SkippedNever chasedHi Kumar, it's been a week since I sent the price for the servicing. Still want that Saturday slot?
The agent, 10:40amOne check-in, in working hours
Start to finish
How a quiet lead gets its one check-in
Your board has forty leads sitting in Sent the price. Some bought elsewhere, and some just forgot. Nobody has time to text forty people one by one, so nobody texts any.
01The stages
Choose which leads it follows up.
Leads go quiet at different points: after the price, or halfway through sending their details. Name the stages on your board it should watch, like Sent the price, and how many quiet days each one waits, with five to start.
- Up to 20 stages to watch
- Skip leads quiet longer than you choose
- Leave chats your team is handling alone, if you like
- Sent the priceQuiet days before a check-in5Five to start
02The message
One check-in, written from the last chat.
The agent reads the chat and writes one short line that picks up where you left off. Someone who only got the price hears something different from someone halfway through booking.
- What to ask at each stage, in your words
- Their reply goes to the agent, unless you say otherwise
- It can choose to send nothing
- What to ask, Sent the priceDo they still want the slot?In your words
03Who's due
See who's due a check-in, and why the rest aren't.
The screen lists who gets a check-in next and why everyone else won't: they wrote last, they asked you to stop, they never replied, or it's too soon. What it shows is what will happen.
- Who's next
- Why the rest are waiting
- The list uses the same rules that send the check-ins
- Farid IsmailSounds good, let me think about itCheck-in at 10:30am
- Kavitha RajYou: Hi Kavitha, thanks for asking about weekly cleaningNever chased
- Mei Ling TanSaturday 9am pleaseMid-chat
04The pace
Sent at a pace your number can take.
Check-ins leave one at a time: up to 20 a day per number, 15 minutes apart, between 10am and 6pm, and you can change any of those. They also wait their turn behind everything else your number sends.
- Up to 20 a day, to start
- 15 minutes apart, to start
- Leads furthest along go first
64sent on Tuesday
Wednesday 11:30amlast one goes out
05Still nothing
Close the loop on leads who never answer.
If the check-in goes unanswered, pick what happens after the days you set: leave the card, move it to a stage like Lost, or give the chat to your team.
- Leave it, move it or hand it over
- After seven days, unless you change it
- A reply puts them back in your inbox
- Check-in, Mon 10:40amHi Kumar, still want that Saturday slot?One check-in
And the rest
And the small rules that keep it polite
Goes well with
Stop losing quiet leads to the follow-up nobody sent.
Start with the stage where leads go quiet most.
30 minutes. You choose the day and the time.
Before it checks in
Worried about chasing people too much?
One short line, days later, in working hours, picking up from your last chat, is the follow-up most people would send themselves. Nobody gets a second check-in for the same quiet stretch.
People who never replied, anyone who asked you to stop, cards ticked Do not contact, group chats and closed chats. Chats your team is handling too, if you say so.
No. Check-ins go out between 10am and 6pm unless you change the hours.
Nobody can promise it won't, and WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk". So check-ins go one at a time, 15 minutes apart, at most 20 a day, and wait behind everything else the number sends.
A drip keeps sending until someone replies or unsubscribes. This sends one check-in per quiet stretch, then waits for the lead.
There's no public price for the AI agent yet, so you'll get a price for your team on the walkthrough.