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Follow-ups and cadences overview

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

ConversaLabs Follow-ups is a re-engagement cadence engine: sequences of automated messages, sent at the right moment, to recover stalled conversations, remind contacts of open payments, confirm appointments, revive deals in the CRM and nurture contacts over time — without anyone having to remember to message them manually.

Unlike a one-shot campaign, a cadence has several steps with waits between them and smart exit rules: if the contact replies, reaches a goal (pays, wins, shows up) or the conversation is resolved, the cadence stops on its own. You design the sequence once and it works for each contact at their own pace.

The module talks to the rest of the platform: contacts, conversations, CRM, Calendar, Payments and Automation. Steps can use the Maestro AI to compose messages, with optional human approval before each send.

Prerequisites

  • The Follow-ups module enabled for your account (opt-in feature, controlled by an administrator).
  • A user with permission to create and manage cadences.
  • At least one outbound channel configured (for example, a WhatsApp inbox) so steps can send messages.
  • For AI steps: the Maestro enabled on the account (without it, AI steps fall back to static text).

Step by step

  1. Open the Follow-ups module from the sidebar.
  2. Create a sequence from scratch or start from a ready-made template.
  3. Add steps with the wait, channel and content of each message.
  4. Define how contacts enter (enrollment) and when the cadence should stop (exit).
  5. Publish the sequence to make it active.
  6. Track the funnel and reports to measure replies and conversions.

Settings & options

  • Sequences: the cadence blueprint (steps, trigger, target and exit rules), with versions.
  • Steps: each message, with its wait, channel, content type and compose mode.
  • Templates: reusable text to speed up step creation.
  • Enrollments: the cadence run for each contact, with its state and history.
  • Settings: time zone, quiet hours and the module's sending limits.

Use cases

  • Recover unanswered conversations with 2 or 3 spaced touches.
  • Remind contacts of open charges until they pay (the cadence stops when they do).
  • Re-engage stalled CRM deals and confirm attendance before a meeting.
  • Nurture new leads with a welcome sequence spread over a few days.

Tips, limits & best practices

  • Keep it simple: 2 to 4 steps usually outperform long cadences.
  • Always keep an exit on reply rule on so you never message someone who already answered.
  • Respect WhatsApp's 24h window: outside it, use an approved template (HSM) on the step.
  • Use quiet hours and sending limits for a natural, safe pace (anti-ban).

Troubleshooting

  • I don't see the module: it may not be enabled for your account or your role — talk to an administrator.
  • The cadence doesn't send: check that the sequence is published and that a valid outbound channel exists.
  • The contact got a message even after replying: review the sequence's exit rules.

See also