Create an assistant follow-up sequence

Open Followup Sequence

Open the assistant, then choose Followup Sequence. Select an existing step to edit it or choose Add Step.

Each step has:

• a channel, such as email, phone, SMS, or WhatsApp;
• a message mode;
• message text, or an email subject and body;
• a delay after the initial interaction.

Choose how the message is written

A fixed message sends the text you provide. AI continuation lets the assistant use the earlier conversation and your instruction to continue naturally. Keep the intended claim and call to action explicit in either mode.

Save and test

Choose Save Follow-Up Sequence after the steps are in the right order. Test with an address or number you control. Confirm delays, sender identity, reply detection, and stop behavior before using the sequence with customers.