Follow-ups

What it does

Follow-ups ensure every interested customer gets a next step. Your team can schedule, update, and close follow-ups directly from the dashboard.

Key capabilities

• • Create follow-ups from conversations and keep a clear queue.
• • Track status (pending/completed) so nothing is forgotten.
• • Add a follow-up contact directly into Customers for long-term CRM.
• • Keep history and context aligned with chat activity.

Typical flow

1. 1) Customer asks for quote or shows buying intent.
2. 2) Team schedules a follow-up with notes.
3. 3) Follow-up is completed or converted into an order/customer record.