Today
How do I follow up with leads who stopped replying on WhatsApp?
The supervisor routed the question to the follow-up agent
I message them with an approved template, at the time you set. Whoever replies carries on a normal conversation with me, and hot leads go to you.
Most leads don't say no. They just stop replying. The follow-up agent gets back to leads who went quiet and customers who haven't returned, even after WhatsApp's 24-hour window has closed, using approved templates. Once the customer replies, it's a normal conversation: the agent answers questions, books a meeting, and hands hot leads to your team.
A lead who vanished last week, back in the conversation
Michal asked about a trial yoga class and never followed up. A week later, the follow-up agent sends her an approved template.
Hi Michal, it's Shira's studio. You asked us about a trial class. Still interested? There's a spot in Tuesday morning's class.
Oh wow, I totally forgot. Yes! What time?
Tuesday at 8:30, and there is also Thursday at 19:00. Should I save you a spot in one of them?
Tuesday at 8:30
Trial class booked in the calendar · lead moved to "Trial class" in the CRM · Shira notified
You're in for Tuesday at 8:30. Come ten minutes early and bring a water bottle. See you there!
When the agent follows up
You choose what triggers the follow-up. It is all set up in automations, with no code.
- When a task is dueA follow-up task in the CRM reaches its due date, and the agent sends the message.
- After a stage changeA lead moved to "Quote sent", and a few days later with no reply the agent checks in.
- On a schedule, by tagEvery Sunday morning, to every contact with a given tag.
- When the agent scheduled itA customer said "get back to me in two weeks", and the agent schedules a message for exactly then. Scheduled messages
- After a missed callSomeone called and nobody picked up, so the agent messages them on WhatsApp.
Follow-up that doesn't nag
- Approved templatesThe first message outside the 24-hour window uses a template Meta approved, with the customer's name and personal details.
- One message to opt outA customer who says they are not interested is removed from the list and gets no more messages.
- Tags and stagesThe agent updates a tag or stage based on the reply, so you know who came back and who's still quiet.
- Hot leads to a personWhen the customer is ready to move forward, the agent opens a task and alerts whoever closes the deal.
Turn on follow-up
1Approve a template
Write the opening message and submit it to Meta. WhatsApp templates
2Choose when
A task, a stage change, a schedule by tag, or a missed call. Automations
3Tell the agent what to do with replies
What to answer, when to book a meeting, and when to hand over to a person.
4Test and go live
Send it to yourself, reply like a customer, then switch it on.
Questions about lead follow-up
How do I follow up with leads on WhatsApp after 24 hours?
WhatsApp only lets you reopen a conversation with an approved template. The follow-up agent sends one, and once the customer replies the window reopens and the conversation carries on as usual.
What's the difference between a follow-up agent and a campaign?
A campaign sends one message to many people at once. The follow-up agent gets back to each customer at the right time for them, based on what happened, and keeps the conversation going when they reply. Campaigns
Can a customer ask you to stop messaging?
Yes. Anyone who says they are not interested is removed from the list and gets no further follow-ups.
Does the agent know what was already said?
Yes. It sees the conversation history and the customer's CRM record, so the message picks up where you left off. CRM
How much does it cost?
It depends on your package and usage. See pricing
Let's talk
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