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Follow-Up Rules

Automations that fire when a chat enters or leaves a CRM stage — for example, message anyone who sits in "Negotiating" for 3 days so no lead goes cold.

  1. 1

    Click the follow-up icon in the sidebar (next to Auto-Attendance) to open Follow-Up.

  2. 2

    Click "New rule", pick the CRM stage to watch, and set how long a chat can sit there before the rule fires.

  3. 3

    Write the reminder or message that should go out automatically, and save the rule as Active.

  4. 4

    Check Active vs Inactive rules any time to see what's protecting your pipeline right now.

Pair this with the CRM pipeline — Follow-Up only works on chats that are already sitting in a stage.

inboxcrm.extino.net — follow-up

Follow-Up Rules — InboxCRM screenshot

Actual InboxCRM screen.