Practical guide
WhatsApp follow-up: how to resume conversations without losing context
Guide to structure WhatsApp follow-ups, define the next contact, and resume leads with commercial context.
CRMAI
6 min read
Practical guide in English
With product screenshots
Follow-up with AI
What you will learn: how to generate a draft with AI, review and send it via WhatsApp.
- Click the "glow" (AI) icon next to the lead.
- Edit the text to stay true to your tone and what you agreed with the client.
- Send and track the response in the Conversations tab.

Want to see this flow in practice?
Inside the product, this step appears in: Open Leads · Open Conversations.
Next step
If this flow makes sense for your operation, the fastest path is to start a free trial and see AI running inside your own WhatsApp.
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