Follow-up Reminders & Message Sequences in ChatSyncs
How to set a reminder to come back to a conversation later, and how to assign an automated follow-up sequence.
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#
Click the follow-up icon in the conversation header to open Set Follow-up:
Pick a time
Use a quick preset (1 Hour, 2 Hours, 4 Hours, 6 Hours, 12 Hours, 1 Day) or set an exact Date & Time.
Enter a Reason
Required — a short note on why you're following up, e.g.
Send pricing details.Add a Note (optional)
Any extra context for whoever picks it up.
Click Save Follow-up
Schedules the reminder.
Example: A customer says "I'll decide tomorrow." The agent sets a follow-up for 1 Day
with the reason Confirm decision, so the system prompts them instead of relying on memory.
Where a follow-up shows up#
A scheduled follow-up shows two places: a banner right above the composer (Follow-up · Due Today · Reason: Pricing Details), and in the Chat Actions panel's Follow-up History section, with Edit, Complete, and Delete actions.
Click Complete once you've followed up:
It's marked Completed, records who completed it, and stays in Follow-up History for reference instead of disappearing.
All scheduled reminders are also visible together from Settings → Follow-up List, as a table you can export:
Message Sequences#
Using How to Build Automatic Follow-Up Chatbots on WhatsApp in ChatSyncs, 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#
How do I get reminded to follow up with a customer later?
Click the follow-up icon in the conversation header, pick a quick preset (1 Hour through 1 Day) or an exact date and time, enter a Reason, and Save Follow-up.
Is a Reason required when setting a follow-up?
Yes — Reason is required (e.g. Send pricing details); Note is optional extra
context.
Where do I see every reminder I've scheduled?
Two places: the Follow-up History section in the Chat Actions panel for that specific conversation, and Settings → Follow-up List for every scheduled reminder across all conversations.
How do I mark a follow-up as done?
Click Complete on it in Follow-up History, then confirm. It's marked Completed, records who completed it, and stays in the history instead of disappearing.
What's the difference between a follow-up reminder and a Message Sequence?
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.
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