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Follow-ups Dashboard

Follow-ups Dashboard Built for WhatsApp

Never let a hot lead slip through the cracks.

AiScalify automatically generates a dedicated Follow-ups Dashboard for every agent, organizing tasks into 'Today', 'Upcoming', and 'Overdue' so your team knows exactly who to contact next.

Why use AiScalify's Follow-ups Dashboard?

Organized Daily Tasks

Agents log in and instantly see a list of leads they need to follow up with 'Today'.

Overdue Alerts

Missed a follow-up? It stays prominently in the 'Overdue' tab until resolved.

Automated Triggers

Certain lead sources (like Facebook or Website) automatically get a follow-up date assigned by the system.

How it works in 3 simple steps

We've designed Follow-ups Dashboard to be incredibly easy to set up and use.

1

Agent sets a date

While chatting with a lead, the agent clicks to schedule a specific follow-up date and time.

2

Dashboard Organizes

The system sorts the lead into the appropriate tab (Upcoming, Today, or Overdue).

3

Agent Takes Action

The agent clicks the lead from the dashboard, jumping straight into the WhatsApp chat to say hello.

FAQs

Frequently Asked Questions

Everything you need to know about Follow-ups Dashboard.

Yes! If a lead comes from specific sources (like Website or Facebook), the backend can automatically calculate and set a default follow-up date.

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