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Follow-up Automation

Follow-up Automation controls whether the workspace sends additional follow-up messaging after the initial recovery flow.

What you configure

This area can include:
  • whether automatic follow-up is enabled
  • follow-up timing or delay
  • follow-up message content

Why it matters

Follow-up automation affects how persistent Avidra is after the first customer interaction. Use it to:
  • keep leads from cooling off
  • standardize a second-touch workflow
  • reduce manual reminder work for operators

What to monitor

Review follow-up automation if:
  • customers are being contacted too aggressively
  • follow-up messages are firing at the wrong time
  • operators are manually doing work that should be automated
  • lead response quality drops after automations are enabled

Common mistakes

  • enabling follow-up without reviewing the actual message copy
  • using automation to compensate for weak first-response setup
  • forgetting to adjust automation when business hours or staffing changes