WhatsApp

Automation — Sales

Lead Follow-Up

Persistent, well-timed follow-up across WhatsApp, email and calls until the lead responds or closes out.

Trigger

A lead goes quiet

The journey

Step by step, in the open.

Step 01

Detect silence

No reply within your defined window.

Step 02

Sequence

Multi-channel follow-up begins automatically.

Step 03

Adapt

Message and timing adjust to behaviour.

Step 04

Re-engage

Replies routed straight back to the owner.

Step 05

Close out

Unresponsive leads archived with a reason.

Connected systems

CRMWhatsAppEmailTelephony

Outcome

No opportunity is lost because someone forgot to follow up.

Runs on

Software this automation connects to.

Common questions

Designing a dependable handoff.

Does the agent make every decision on its own?

No. The workflow can include approval points and human handoffs for ambiguous, sensitive or consequential decisions.

Can this automation connect to our current tools?

Connections depend on provider APIs, account access and data rules. Those are checked before an integration is included in the agreed scope.

What happens when the workflow cannot complete a task?

Exceptions can be routed to a team member with the available context. The routing and notification rules are defined during implementation.

15 — Start

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