Auto Follow-up in Conversation Ai

June 19, 20251 min read

Your Conversation AI helps you manage customer chats with ease, but if the contact loses interest, what can it do? With this feature, you can reconnect with them automatically, thus removing the need for manual intervention or building complex workflows.

⭐️Why Is This Feature Beneficial To Your Company?

  • Improved Efficiency: Reconnect with customers based on customizable scenarios using responses you can follow up on inside the Response Info panel.

  • Organic Feeling: Set working hours for your bot, limiting the response time so follow-ups are sent only during business hours, giving a natural feel to the conversation.

  • Increased Contact: This allows you to take initiative to keep conversations alive, using Dynamic Channel Switching to chat even if the original contact channel is unavailable.

⭐️How To Use Auto Followup in Conversation AI?

  1. Heading to the Conversation AI section in your account settings and editing a Bot.

1
  1. Switch to the Bot Goals tab and select Auto Followup.

2
  1. Toggle Enable Scenario and add your desired follow-ups.

3
  1. Click Followup Settings to set your available hours or enable Dynamic Channel Switching.

4

Once satisfied, click Save. Now, your Conversation AI bots can re-engage customers without needing workflows or manual input. Enjoy natural, timely conversations without lifting a finger.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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