Artificial Intelligence · 1 min read
Conversation AI: Auto Follow-Up Action
Auto Follow-Up lets a Conversation AI agent reach back out to contacts. It detects when a contact stops replying, goes quiet, or asks you to follow up later, and then sends a follow-up message.
What it can do
- Follow up after a set period of no reply.
- Follow up at the time a contact asks for, such as "Text me next week."
- Write each follow-up based on the conversation so far.
- Stop following up once the contact replies.
Set up Auto Follow-Up
- Go to AI Agents > Conversation AI and open the agent.
- Open Actions and add Auto Follow-Up.
- Choose when to follow up and how many times.
- Set follow-up hours so messages only go out at reasonable times.
- Add instructions for tone and content if you want.
- Save the agent.
Tips
- Keep the number of follow-ups small, such as two or three.
- Follow-ups respect the agent's Working Hours if they're set.
- Check the conversation history to see which messages were follow-ups.