How to turn on the automatic follow-up agent

1. 1
   Step 1:

   From the menu, open Sell › Automatic follow-up and click the Settings tab.

   

2. 2
   Step 2:

   In Agent, choose who will write and chat. It uses the company's tone and brand profile.

   

3. 3
   Step 3:

   In Messages per customer, set the maximum number of follow-up messages the same person can receive in 7 days, counting all situations combined.

   

4. 4
   Step 4:

   In Situations, turn on the ones that make sense, like Stalled deal and Proposal viewed with no response. For each one, adjust how much time passes before the agent acts and how many Attempts it makes.

   

5. 5
   Step 5:

   Want to read it before it's sent? Turn on Review before sending for the situation. The message will go to To review and will only be sent after approval.

   

6. 6
   Step 6:

   Go back to the top and turn on the Follow-up on switch. When it's off, nothing new is tracked and no messages are sent.

   

7. 7
   Step 7:

   With the switch on, the button in the bottom bar of the screen changes to Save and turn on. Click it: the agent starts tracking deals from that point on.

   

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