WhatsApp follow-up automation for sales leads.
Plan onboarding, reminders and win-back messages over several days.
Hirfa Home Services · quote follow-up
Customer agreed to a follow-up
Otobiz sends timed WhatsApp follow-ups to the contacts you choose and stops when they reply or opt out.
Timed steps in minutes, hours or days
Stops when the customer replies
Opted-out contacts screened out
Sent and skipped steps per contact
Choose who gets the follow-ups
You add contacts by hand or enroll a whole saved segment in one step. Contacts who opted out are removed before they join.
- Pick contacts from your list
- Enroll everyone in a saved segment
- Each step checks permission again
Stop when they answer
Any reply ends the series before its next message, because stop-on-reply is on by default. An opt-out or an unreachable number ends it too.
- A reply from the customer
- An opt-out or suppression
- A number that can no longer be reached
More capabilities
See what happened to each contact
Each contact shows which steps were sent, which were skipped, and why. A finished series is counted apart from one that ended early.
- Skipped steps saved with a reason
- Replies and opt-outs shown as exits
Sequence, broadcast or workflow
A sequence sends several timed messages to each person on their own schedule. A broadcast sends one message to a group, and a workflow branches on replies.
- Same segments as broadcasts
- Same consent and opt-out screening
Questions buyers ask
Can I enroll a whole segment?
Yes. Everyone who matches the segment joins the sequence, and anyone already in it is skipped.
Can I turn off stop-on-reply?
Yes, per sequence. Leave it on for sales follow-ups and switch it off for reminders that should continue after a reply.
What happens outside the WhatsApp window?
Once the 24-hour window has closed, a step needs a Meta-approved template. A plain text step sends while the window is open.
Can a contact be in two sequences?
Yes. Each sequence tracks its own enrollment, but a contact goes through the same sequence once.
More questions
- What happens if a step fails?
- It is recorded as skipped, with a reason, and the series moves to the next step.