Follow-up funnels

A series of follow-up messages over days — day 1 thank-you, day 3 offer, day 7 reminder — that stops when they reply.

1. Create the funnel

   Press New funnel, name it and write the first message.

2. Add steps

   Press Add a message and set the wait in hours after the previous message.

3. Stop on reply

   Keep Stop when they reply on so customers who answer get a person, not a robot.

4. Add people

   Press Add people and pick chats or a CRM stage, then Start funnel. You can also start one from the Inbox or the CRM chip.

5. Track it

   Each funnel shows how many people are active, finished or stopped.