# Automated sales follow-up

> Ask Volty to find who needs a follow-up, chase them until the goal is met, bring in a person for big deals and record every result in your CRM.

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.

Talk to Volty · Sandbox Trial

Updated Nov 8, 2026

## 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

Dashboards & Reports

- 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.

## By industry

- B2B Stalled deals and unanswered quotes get a nudge

## Frequently asked questions

Either by your rules, such as three days of silence after a quote or a treatment question, or by asking the AI agent to judge which chats are worth chasing. You choose how many follow-ups to send and what ends the sequence: a reply, a booking or a payment.

Only if you choose that. The usual setup pings your staff and drafts the nudge, and a person approves it before it goes. An admin also approves the automation itself before it first runs, after a test run that sends nothing. Volty only follows up people who have written to you or are in a broadcast audience you added, and never cold-messages a stranger.

On WhatsApp, a message more than 24 hours after the buyer last wrote goes out as one of your approved templates. Email has no such window. Volty only follows up people who have written to you or are in a broadcast audience you added.

Yes. Write a rule, such as every deal over a value you pick, and Volty pings the salesperson you name with who the customer is and what they asked. The AI agent can keep the conversation going until they join, or you can have it step back.

On the deal in Volty's own CRM, or in HubSpot, Salesforce or Attio once an admin allows the writes. In HubSpot, Volty keeps contacts, deals and tickets current. In Salesforce it logs leads and cases, and in Attio it adds notes and records.

## Start your Sandbox Trial

Talk to Volty · Start your Sandbox Trial

Sign up for our 7-day trial. No credit card needed.

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## Links

- [Dashboards & Reports](https://voltade.com/product/dashboards-reports)
- [Volty CRM](https://voltade.com/product/crm)
- [HubSpot](https://voltade.com/integrations/hubspot)
- [Salesforce](https://voltade.com/integrations/salesforce)
- [Attio](https://voltade.com/integrations/attio)
- [B2BStalled deals and unanswered quotes get a nudge](https://voltade.com/industries/b2b)