Forever Follow Up Snapshot

Step-by-Step Process

Step 1: Trigger Catch Workflow on Lead Response

Trigger Initiation: When a lead responds via any channel (e.g., chat, SMS), the Catch Workflow starts.
Channel Selection (Optional): Set a specific reply channel if required (e.g., SMS or chat widget).
Date Update: Log the last interaction date for tracking.
Workflow Transition: Remove the lead from the Throw Workflow if currently there, to prevent duplication.

Step 2: Timeout and Workflow Transition

Wait Timer: Allow for a brief delay (approximately 12 seconds) before adding the lead to the Throw Workflow.Workflow Cycling: The lead continuously cycles between Catch and Throw workflows until the objective is met.

Step 3: Process in Throw Workflow

Assess Active Tag: Check if the lead has an “Active Tag,” signifying AI involvement.Default tag: “Active Main Receptionist” (or replace with a custom tag such as “Sales Rep Bot”).
Objective Verification: Determine if the objective (e.g., appointment booking within the last 60 days) is achieved.
Yes: The AI stops follow-up actions.
No: Context is added, and the lead is re-added to the Catch Workflow.

Step 4: Continuous Follow-Up with Contextual Response

AI Follow-Up: AI follows up at random intervals (1-5 days).
Re-Engagement: For leads without responses, AI sends reminders with assistant ID details and lead interaction context.
Objective Reassessment: At each cycle, verify the objective status and update the follow-up schedule accordingly.

Definition of Done

Leads with booked appointments within the last 60 days stop receiving follow-ups.Leads without an appointment continue receiving follow-ups indefinitely, based on random interval scheduling.