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Two ways to make sure a customer doesn’t fall through the cracks: a manual reminder for you to come back later, or an automated Message Sequence that follows up on its own.

Follow-up reminders

Set Follow-up Reminder dropdown with options 1 Hours Later, 6 Hours Later, 12 Hours Later, 24 Hours Later, and Pick a Date & Time
Set a reminder to come back to a conversation later:
  • 1 Hour Later
  • 6 Hours Later
  • 12 Hours Later
  • 24 Hours Later
  • Pick a Date & Time
Example: A customer says “I’ll decide tomorrow.” The agent sets a 24 Hours Later reminder, so the system prompts them to follow up instead of relying on memory. All scheduled reminders are visible together from Settings → Follow-up List.

Message Sequences

Message Sequence dropdown showing a sequence available to assign to the conversation
Using How to Build Automatic Follow-Up Chatbots on WhatsApp, assign an automated sequence to the customer directly from the conversation, instead of setting a manual reminder. Example: A customer downloads a product brochure. The agent assigns a 5-day follow-up sequence, and ChatSyncs sends the scheduled messages automatically without anyone having to remember.

Frequently asked

Use the follow-up reminder option on the conversation and pick 1/6/12/24 Hours Later or a custom date and time.
Settings → Follow-up List shows every scheduled reminder in one place.
A reminder just nudges you to come back to the conversation manually. A Message Sequence sends the follow-up messages automatically, without you doing anything once it’s assigned.