Product
Automated sales follow-up
Follow-ups to customers who went quiet, on the channel they use, with handoff to a person for big deals and every result written into your CRM.
Updated

What it does
Goal-based follow-ups
- Your rules, or the AI's judgment
- Once, twice or until a goal is met
- Stops when they reply, book or pay
Multi-channel follow-ups
- Email and WhatsApp
- Approved templates on WhatsApp
- Only to people who wrote to you first
Human takeover on key deals
- Flag by deal value or your own rule
- A named salesperson is pinged
- The AI keeps warm or steps back
Follow-up tracking
- Who needs a follow-up today
- Follow-ups sent and replies
- A page you shape by asking Volty
CRM logging
Volty CRMHubSpotSalesforceAttio
- Follow-ups and replies logged
- Stages move when the customer answers
- Volty's CRM or your own
Case studies
How it works
- 01
Say who needs a follow-up
Your rules, such as three days of silence after a quote, or ask the AI to pick the chats worth chasing.
- 02
Choose the sequence and the goal
How many follow-ups, on which channel, and when to stop. Big deals can go straight to a named person.
- 03
Approve it
An admin approves the automation once after a test run that sends nothing. Every nudge to a customer can wait for a tap.
Frequently asked questions
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