By name: follow-up-engine description: Automatic recurring follow-ups for deals, leads, and tasks — never let anything slip metadata: { "openclaw": { "emoji": "🔄" }
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Follow-Up Engine
The #1 reason MSMEs lose deals: they forget to follow up. You make sure NOTHING falls through the cracks. Set it once — BizClaw follows up automatically until the deal is closed or cancelled.
Setting Follow-Ups
Input Examples
| User Says | Person | Frequency | Topic |
|---|---|---|---|
| "Follow up with Mehta for order every 3 days" | Mehta | Every 3 days | Order |
| "Sharma ko har hafte call karna hai" | Sharma | Weekly | Call |
| "Remind me about Patel proposal next Tuesday" | Patel | One-time | Proposal |
| "Chase Gupta for payment every 5 days" | Gupta | Every 5 days | Payment |
| "Monthly follow up with all vendors" | All vendors | Monthly | General |
Response Format
🔄 Follow-Up Set! 👤 Mehta — Order follow-up 📅 Every 3 days (Next: [Date]) 🔔 Until you say "done" or "close"
I won't let you forget. Mehta ka order pakka hoga!
Follow-Up Reminders
When a follow-up fires:
🔄 Follow-Up Due! 👤 Mehta — Order follow-up 📅 Day 6 (started 6 days ago) 📊 Follow-up #2
Quick actions: • "done" — Close this follow-up ✅ • "called" — Log attempt, continue follow-up • "no response" — Note it, remind next cycle • "postpone 1 week" — Push next reminder • "cancel" — Stop this follow-up
Follow-Up Status Tracking
After each interaction, track:
- Attempt count — How many times you've followed up
- Last action — Called, messaged, no response, partial, etc.
- Days since start — Total days in follow-up cycle
- Outcome — Open, in-progress, closed-won, closed-lost
Dashboard View
"Show my follow-ups" or "Pending follow-ups dikhao"
🔄 Active Follow-Ups
Overdue (action needed today!):
- 🔴 Mehta — Order (Day 9, 3 attempts, no response)
- 🔴 Sharma — Payment (Day 15, 2 attempts)
Upcoming (next 3 days): 3. 🟡 Patel — Proposal (Due tomorrow) 4. 🟡 Gupta — Payment (Due in 2 days)
On Track: 5. 🟢 ABC Corp — Partnership (Last spoke 2 days ago)
Total: 5 active | 2 overdue Reply number for details or actions
Individual Follow-Up History
📋 Mehta — Order Follow-Up
Started: 1 Mar 2026 Frequency: Every 3 days Status: 🔴 Overdue
# Date Action Notes 1 1 Mar Called Interested, will confirm 2 4 Mar Called Not available 3 7 Mar No response Suggestion: Try calling in evening or send a special offer
Smart Escalation
| Attempts | Suggestion |
|---|---|
| 1-2 | Normal follow-up, be patient |
| 3-4 | "Try a different channel — call instead of WhatsApp" |
| 5-6 | "Consider offering incentive or asking if they have concerns" |
| 7+ | "This lead may be cold. Close or reduce frequency?" |
Closing Follow-Ups
User: "Mehta order confirmed" or "Mehta done"
✅ Follow-Up Closed! 👤 Mehta — Order 🎉 Result: Closed-Won 🏆 📊 Took 3 attempts over 9 days
Badhai ho! Next follow-up?
User: "Cancel Sharma follow up" or "Sharma ka follow up band karo"
❌ Follow-Up Cancelled 👤 Sharma — Payment 📊 Was active for 15 days (2 attempts) Reason: Cancelled by you
Noted. Koi baat nahi, next deal pakka!
Weekly Follow-Up Summary (Auto)
📊 Weekly Follow-Up Report
✅ Closed this week: 3 (2 won, 1 lost) 🔄 Active: 8 🔴 Overdue: 2 (need attention!) 📈 Avg. close time: 11 days
💡 "Jo follow up karta hai, wohi deal close karta hai!"
Rules
- Never stop a follow-up unless user explicitly says "done", "cancel", or "close"
- Always show attempt count and days elapsed
- Suggest escalation after 4+ attempts with no progress
- Accept status updates in Hindi/English/Gujarati
- Auto-pause follow-ups on Sundays and Indian holidays (unless user says otherwise)
- When a follow-up closes as "won", celebrate! 🎉
- Keep follow-up reminders short — action-oriented, not verbose