Automation
Follow-ups
How to set an unanswered quote to be picked back up on its own, on your timing and in your tone.
Updated · 1 min read
How to set an unanswered quote to be picked back up on its own, on your timing and in your tone.
A quote with no answer produces no event: it doesn't ring, it doesn't appear on a list and it doesn't compete with the forty chats that are open. That is why it gets lost.
The follow-up is stored in the conversation, next to what the customer replied. Whoever takes it later sees the whole history, the follow-up attempt included.
If the customer replies with something outside your rules — a complaint, a price outside policy, a large project — the conversation reaches a person on your team with all the context.