Allow Conversation AI to Follow up
planned
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Filip Kusy
I think it would be helpful to let the ai follow up with a client if they don't respond in a certain amount of time
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P
Pasquale Scaife
Yes! Is this live?
A
Abhishek Kumar
Pasquale Scaife: currently in development
A
Anthony Hunt
important
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Iver Aune
Should there be an option to ask the customer when they want to be followed up?
✅ Option 1: Fixed Follow-up Time
If the customer hasn’t met their goal, they are automatically followed up after x time.
Booking bot is active -> Customer doesn’t respond -> Wait 2 days -> Bot follows up.
✅ Option 2: Customer-Requested Follow-up
The bot asks the customer when they would like to be contacted again.
Booking bot is active -> Customer says, “We need to wait until the snow melts before booking an appointment.” -> Bot responds: “When would be a better time for me to follow up?” -> Customer provides a timeframe (specific day, week, month, date, or season). -> Bot waits until the requested time -> Bot follows up accordingly.
👉🏼 Why Option 2 would be beneficial:
Conversations that end with “Contact us when you’re ready” or “We’ll reach out when the time is right” rarely lead to actual bookings. Many interested customers need more time—whether it’s a few weeks or months.
By allowing the bot to hold the conversation in a waiting state and follow up at the customer’s preferred time, we can recover potential bookings that would otherwise be lost.
Since our customers often pay for these leads, having an automated follow-up system like this would mean the world for our busy contractors who are really bad at following up with leads.
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Dakotah Challacombe
yes!
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Abhishek Kumar
Dakotah Challacombe can you schedule a call with me
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Abhishek Kumar
planned
A
Abhishek Kumar
on our roadmap
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Dakotah Challacombe
Abhishek Kumar awesome. have it follow up maybe 2 or 3 times a week. for a month then stop following up. for spamming purposes.
So follow up if they don't set up an appointment after 1 day. and 2 or 3 times a week (allow to pick) and for how long (like one month). to keep it within the spam guidelines!
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Abhishek Kumar
Dakotah Challacombe you can do it in workflow for time being. If appointment is not booked or timeout . Add a wait as per your use case and then send a custom message and then add a wait for customer reply. and add a bot next
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Dakotah Challacombe
Abhishek Kumar ok ill check this out. so for instance my use case goes as folllows: if there is no tag on the customer (appointment booked or transfer or DNC) then it will continue with this work flow? because if they opt out or set up an appointment or call in and get a "transfer" then the workflow can recognize this and not send them any more messages?
also if this is easier you can have the followup message change "checking in again, etc."
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Mia Barlow
yes we are currently doing this using the workflow function!
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Will Watts
this needs to happen, otherwise people will continue to use external ai bots
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Abhishek Kumar
Will Watts hey will can you schedule a call with me
C
Costel Bozomala
Up to this! On selling process one of the most complicated things is to recover potencial buyers and follow up is probably the mosty impotant thing.