Setting a follow-up can be done in 2 ways
Within the main dashboard, click on the action button of the conversation. A modal will appear where you can choose to either set a follow up or close the conversation.
Click Follow-Up Tab and add a note if needed. Then choose whether you want to set:
Fixed: Offers predefined intervals (e.g., 1 hour, 1 day, 1 week)
Custom: Enables choosing a specific date
Then click
to apply the follow up.
In the conversation, locate the
button on the upper tab. This will also show you the actions modal. Select the follow up option, and add a note if needed. Then set a fixed or custom time, and cick on button to apply.
