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Automated follow-ups re-engage prospects who have not responded to your initial message. Configure up to 3 follow-up steps per prompt with customizable delays and AI-powered personalization.

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How Follow-ups Work

After your agent sends an initial message, if the prospect does not reply within the specified delay, the AI automatically sends a follow-up. Each follow-up uses your prompt instructions combined with the full conversation context to create a natural, personalized message. Key behaviors:
  • Follow-ups are automatically cancelled when a prospect replies.
  • Each follow-up has its own configurable delay (1 to 30 days).
  • Maximum 3 follow-ups per prompt to maintain a balanced outreach strategy.
  • Follow-ups support the same ## system as your main prompt.

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Configuring Follow-ups

  1. Open a prompt and click the Follow-up tab.
  2. Click Add Step.
  3. Choose a pre-built template or write a custom follow-up prompt.
  4. Set the delay: “Send if no reply after X days” (1-30 days, default: 3).
  5. Repeat for additional follow-ups (up to 3 total).

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Master Toggle

Use the Active/Paused switch at the top of the follow-up tab to enable or disable all follow-ups without deleting your configuration. When paused, no follow-up tasks are created for new conversations.

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Reordering

Use the Move Up and Move Down buttons on each step to change the sequence order.

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Execution Flow

  1. Agent sends the initial message to a prospect.
  2. If no reply after the Step 1 delay, the AI generates and sends Follow-up 1.
  3. If still no reply after the Step 2 delay, Follow-up 2 is sent.
  4. Same for Follow-up 3.
  5. If the prospect replies at any point, all remaining follow-ups are cancelled.
The AI sees the full conversation history when generating each follow-up, including all previous messages and follow-ups. This ensures each follow-up feels like a natural continuation, not a disconnected template.

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Testing Follow-ups

Use the Sandbox to test your follow-up sequence before going live. After testing the initial message, click the “test follow-up” links that appear to simulate each follow-up step in order. This lets you verify the tone, content, and flow of the entire sequence.

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Best Practices

  • Keep delays reasonable: 3-7 days between follow-ups is typical. Too short feels pushy, too long loses momentum.
  • Vary your approach: Each follow-up should take a slightly different angle, not just repeat the same message.
  • Add value: Share an insight, case study, or relevant observation rather than just “checking in.”
  • Keep it short: Follow-ups should be even shorter than your initial message.
Last modified on February 15, 2026