What is Follow-up?
Follow-up is an automatic re-engagement system that sends messages to leads after a period of inactivity. Each assistant can have its own follow-up configuration.AI Follow-up
AI generates the message automatically based on conversation context and configured prompt.
Template Follow-up
For intervals above 24h, uses official WhatsApp Business templates (Meta/Gupshup).
How It Works
1
Status Trigger
Follow-up is activated when a lead changes to one of the statuses configured in
trigger_status_ids.2
Wait Interval
The system waits for the defined interval (e.g., 30 minutes, 2 hours, 1 day).
3
Send Message
Depending on interval: generates with AI (< 24h) or sends official template (>= 24h).
4
Advance Steps
If the lead doesn’t respond, advances to the next step until all are completed (max 3 steps).
Follow-up Config Model
Interval Format (ISO 8601)
Rules
- Maximum 3 steps per configuration
- Minimum interval of 30 minutes per step
- One configuration per assistant (unique)
- Each official channel can have its own steps with templates