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  1. INTEGRATING WITH CRM AND WEBHOOK INFORMATION
  2. Triggers

Automated Follow-Up For Stale Leads

Your Capri chatbot can also automatically continue following up with leads that stop responding for a certain amount of time

PreviousTriggersNextUsing Multiple Webhooks

Last updated 2 months ago

In your agent, navigate to the "Triggers" tab, and create a new trigger. In the details page, you will notice a toggle labeled "Enable Followup"

Follow-Up Details

  • Duration: This is how long without a response the bot should wait before generating a follow-up message to try and re-engage the lead

  • Maximum Attempts: The max amount of consecutive outreach messages the bot should send. Both this and the duration above are reset each time the lead sends a message to your bot.

  • Tag Conditions: We will evaluate these conditions before actually sending a follow-up message to the lead. If the conditions are met, we will not send any outreach message.

Prompt: The prompt to use when generating a follow-up message. You can find examples

here