How exactly does SOP auto follow-up work? How often does it follow up, and will it annoy customers?
Category: sop | Language: en
Question
I'm worried that once auto follow-up is enabled, the AI will keep messaging unresponsive customers over and over, which could feel spammy and actually lose us customers. How does OmniPulse AI's SOP auto follow-up actually decide when and how often to message?
Official Solution & Step-by-Step Guide:
【Official Architecture & Standard Operating Procedure】 SOP splits customers into five funnel stages — cold / warm / hot / deal / lost — with different follow-up scripts, frequency, and intervals per stage, not one generic blast to everyone. Intervals are computed dynamically based on the customer's last reply time: the first silence typically gets a longer wait (giving the customer room to respond), and subsequent gaps grow progressively to avoid repeated nagging in a short window. Each follow-up message is personalized using the customer's profile memory (needs they've mentioned, timezone, preferences), not a copy-pasted template, so it reads more like a real human checking in. The moment a customer replies, the current follow-up cadence is immediately interrupted and the stage is re-evaluated — you'll never see the AI keep messaging on the old schedule after the customer has already responded. Each account can set a maximum number of follow-up attempts and auto-mark as lost on timeout; once the cap is hit, follow-up stops automatically and the lead is handed to a human for review rather than being pestered indefinitely.