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
“Now with automation, we deliver faster, more consistent responses… and the humans focus on the higher-value, personalised customer service.”

Jolene
Marketing Director, SL Aesthetic Group
SkinLab
Staff are pinged to follow up treatment interest.
Creative Eateries
Stalled catering deals get a nudge.
Yong Kang TCM
Staff get a ping when a customer stops replying.
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
Start your Sandbox Trial
Sign up for our 7-day trial. No credit card needed.
Not convinced? Hear more from our CEO and Volty
Meta now charges for WhatsApp replies. Here's what it means for your business, October 8, 2026








