Keep the next sale moving.
Schedule WhatsApp follow-ups for interested customers. Stop on reply, so your team can take over the conversation.
Cedar Repair · quote follow-up
Customer agreed to a follow-up
Reach the right person, then handle the reply.
Plan onboarding, reminders, and win-back messages across several days. Each step checks whether the customer still qualifies, and the sequence stops when they reply or opt out.
Choose who receives each follow-up and when
Stop the series when the customer replies or opts out
Check permission before each message
See sent and skipped steps for each contact
What makes the journey work
Follow up while the interest is fresh
Add interested contacts to a series, or start it when their stage, tag or recorded activity changes.
- Manual enrollment for a chosen list
- Lifecycle stage change, such as becoming a customer
- Tag applied to the contact
- A recorded customer event, including order events
Stop nudging when they answer
Stop-on-reply is enabled by default. Before the next message, Otobiz checks whether the customer has answered or opted out.
- Suppressed or opted-out contacts exit the sequence
- A reply from the customer exits the sequence
- Permission and channel rules are checked before each send
- Blocked steps are skipped and recorded with a reason
More capabilities
Define the steps
Choose a useful message for each stage and set the time between messages.
Choose your customers
Enrol contacts by hand, or automatically when a lifecycle stage changes, a tag is applied, or an event is recorded for that customer.
Let it run
Otobiz follows the schedule and checks permission before sending. You can review each contact’s progress.
Make room for the reply
With stop-on-reply enabled, the next scheduled message is cancelled when the customer answers. Your team continues the conversation in the inbox.
See what happened to each follow-up
Review which steps were sent, which were skipped, and why a contact left the series.
- Sent and skipped steps kept in the contact’s sequence history
- A recorded reason when a step cannot send
- Replies and opt-outs distinguished from a finished series
Sequences and campaigns together
A sequence handles the individual over time. A broadcast handles the group at a moment. Both draw on the same segments, consent and pacing rules.
- Same segment definitions as broadcasts
- Same consent, suppression and pacing rules
- Replies return to the AI agent in the shared inbox
Good to know
- Sequences are a list of timed steps. Branching by condition belongs in workflows.
- Cart abandonment enrollment needs your store connected, so the event has somewhere to come from.
- A skipped message is not delivered later just because the conversation window reopens.
Questions buyers ask
What triggers an enrollment?
A manual action, a lifecycle stage change, a tag being applied, or a recorded customer event such as an order.
Does it stop when a customer replies?
Yes, by default. With stop-on-reply enabled, a customer’s answer ends the series before its next message. Your team can continue in the shared inbox.
What happens outside the WhatsApp window?
A step that would break the window rule is handled like everything else: it needs an approved template once the window has closed.
Can a contact be in two sequences?
Enrollments are tracked per sequence. Frequency caps and pacing still apply across everything you send that contact.
More questions
- Can I choose the time between messages?
- Yes. Set the delay for each step. Delivery still depends on permission, channel rules and provider availability.
- What happens if a step fails?
- A blocked or failed send is recorded as skipped, with a reason. The series continues to its next step unless an exit rule has ended it.
- Can I use a sequence for order follow-up?
- Yes, where an order event is recorded for the customer. Sequences enrol on customer events, including commerce ones.
- Are sequence messages counted in reporting?
- Yes. They are ordinary outbound messages, so they appear in volume metrics and in the activity history.
Bring customers back with timely follow-ups.
Ready to put this to work?
Start with one customer journey and build from there.
7-day free trial. Nothing is charged when you start. Cancel before it ends and pay nothing.