How to configure Smart follow-up

Open Tools > Smart follow-up

The follow-up screen shows statistics at the top (Sent, Pending, Today, Canceled) and a calendar of scheduled follow-ups. The 'Follow-up enabled' switch controls whether it is active.

✓ The dashboard shows the calendar with follow-ups marked on each day.

Open Settings to configure the parameters

Set the wait before the first follow-up, such as 2 hours, the number of attempts, such as 3 messages, and the intervals between attempts.

✓ The settings form opens.

Configure the waiting period and messages

For example, send the first message after 2 hours without a reply. Write the message for each attempt. Be empathetic, not pushy: first ask about questions, then offer an extra benefit, then a gentle final reminder.

✓ The message sequence is configured.

Configure allowed Sending hours

In Sending hours, set the days and time windows for follow-ups. Avoid sending outside business hours, which can irritate customers and lead to blocking.

✓ Sending hours are set. Follow-ups outside the window are rescheduled to the next allowed time.

Turn on Follow-up enabled at the top of the screen

When enabled, the system monitors conversations and schedules follow-ups automatically after the configured inactivity period.

✓ A green switch means follow-up is active. Upcoming follow-ups appear on the calendar.