Guide intro
Follow-ups and customer updates help teams continue conversations without manually remembering every customer.
Fixed and AI Smart Follow-ups
Fixed follow-ups send configured messages based on timing and audience rules. AI Smart Follow-ups can create a context-aware next-step message from existing customer summary, recent chat, and active order or lead context.
Follow-up due logic helps separate overdue, due today, due soon, upcoming, and completed work.
Customer Updates and broadcasts
Customer Updates support saved lists, manual recipient lists, send-to-list workflows, and scheduled or repeating updates. Use them for expected updates such as stock availability, order progress, appointment changes, or relevant announcements.
Successful-send billing
Fixed follow-ups are $0.001 per successful sent message. AI Smart Follow-ups and Customer Updates show regular $0.005 pricing discounted to $0.003 per successful sent message, saving $0.002 (40%). Failed, skipped, duplicate, cancelled, invalid, or insufficient-wallet attempts are not charged as successful sends.
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Billing, Wallet, Plans, and Usage
Trial, plans, wallet top-ups, client-facing usage prices, successful-send billing, and pause conditions.
Open guideRelated pages & tools
Next step
Before sending broadly
Confirm audience, message purpose, wallet state, and opt-out handling.