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.
Follow-up window with AI to generate suggestions, review messages and approve sending.
The AI generates a follow-up suggestion; Review the text and send it when it is in line with your service.

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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