Assign Tags Based on Follow-Ups
Philipp Leirich
Description:
I’d like to have the option to automatically assign tags to leads based on which Follow-Up message the AI chatbot sends.
Use Case / Value:
Assigned tags can be used to trigger other automations (e.g., sequences, CRM workflows, audience segmentation).
Helps track exactly which Follow-Up stage a lead is currently in.
Increases flexibility in lead management, especially for multi-channel campaigns (e.g., launching an email sequence once Follow-Up 3 is reached).
Example:
Follow-Up 1 → Tag: FollowUp1_sent
Follow-Up 2 → Tag: FollowUp2_sent
Follow-Up 3 → Tag: FollowUp3_sent → automatically triggers another automation (e.g., handover to Sales).
Benefit:
Tagging Follow-Ups improves funnel transparency and unlocks new automation possibilities without requiring manual steps in between.
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Bryce DeCora
Merged in a post:
Agent Node Follow-up 24 Hour WhatsApp Service Window
Andrew Vernon
The new agent node follow-ups are working great. The only issue is when contact people via WhatsApp we only have a 24 hour service window to send a free flow message. If someone says something like 'Get back to me on the 15th July" the agent will set the follow-up correct but the message will never be delivered.
Could there be a way to also add a 'tag' that means we could fire a workflow to send a WhatsApp message template.
ralf winkler
We need this to be able to to put the contact in the appropriate pipeline stage. Right now, the internal staff does not know who they need to call because they don't know which leads the bot has followed up with yet
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Bryce DeCora
Merged in a post:
Tag leads who havnt responded after follow ups
Randy Morris
A way to "modify tags" of a lead after they don't reply to all of the follow ups sent.
For example, I'm trying to book a call and the lead stops responding, I will have closebot send 3 follow ups, but once the follow ups are sent, I want to tag that lead as "unresponsive", so then I can call or put into different sequence etc.