By name: followups description: Track sent messages awaiting responses across communication channels compatibility: "Designed for Vellum personal assistants" metadata: emoji: "📨" vellum: display-name: "Followups" category: "messaging"
Track messages sent on external channels (email, Slack, WhatsApp, etc.) that are awaiting a response.
Lifecycle
Each follow-up moves through these states:
- pending -- waiting for a response
- overdue -- past the expected response deadline with no reply
- nudged -- a reminder was sent after becoming overdue
- resolved -- a response was received or the follow-up was manually closed
Auto-Deadline
When expected_response_hours is set, the follow-up automatically becomes overdue after that window. If a contact_id is provided, the contact's importance score can inform grace period decisions.
Resolution
Follow-ups can be resolved in two ways:
- By ID -- resolve a specific follow-up directly
- By conversation -- provide channel + conversation_id to auto-resolve all matching pending follow-ups (useful when a response arrives on a conversation)
Tips
- Use
followup_listwithoverdue_only: trueto find conversations that need attention. - Attach a
reminder_schedule_idto link a recurring reminder schedule to a follow-up. - Filter by channel, status, or contact to narrow results.