WhatsApp Follow-Up Automation

Use WhatsApp business automation to run consistent, multi-touch follow-up sequences that sync with your CRM and respect cadence rules.

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The problem

Missed follow-ups and inconsistent cadence — Without automation, follow-ups are forgotten, delayed, or never happen at all
No proof of execution inside the CRM — WhatsApp conversations happen in a silo—sales leaders have no visibility into what was actually sent
Repetitive messaging that gets ignored — Manual copy-paste messages lack personalization and context, leading to low engagement
WhatsApp sender number risk from unanswered touches — Over-messaging can flag your number as spam, damaging deliverability

System checks opt-out status, duplicate prevention rules, and engagement history before queuing any message.

Approved contacts are added to the scheduled follow-up queue with appropriate timing.

The AI follow up assistant creates personalized messages based on contact history, previous interactions, and context.

Message is sent via WhatsApp Business API with proper timing and delivery tracking.

Complete activity is logged to CRM with timestamp, message content, and delivery status.

System schedules the next follow-up based on engagement patterns and cadence rules.

Opt-out status blocks messaging — Contacts marked as Do-Not-Contact, Closed, or Not Interested are automatically excluded
4 ignored touches → auto switch to monthly mode — If a contact doesn’t respond after 4 attempts, frequency reduces to monthly check-ins to preserve sender reputation
Duplicate prevention — System prevents sending multiple messages when there’s already an open activity

Reply rate — Percentage of automated messages that receive a response
Time-to-first-reply — How quickly contacts respond after receiving a follow-up message
Opt-out rate — Track how many contacts request to stop receiving messages
Cadence compliance — Measure adherence to scheduled follow-up sequences