AI FOLLOW UP

Helpful preparation.
Explicit control.

Tracka can find unanswered inbound conversations and prepare a concise next message from recent context. Each account controls what happens next.

Talk to our team

THE WHOLE COMMERCIAL PICTURE

A follow-up with context.

Prepare a draft from the conversation, review the wording, and send it when you are ready. Enable automatic follow-ups for the accounts and rules you choose.

Sample data · Product illustration
01

OFF

Keep follow-up inactive.

A connected account can continue synchronising conversations without asking the assistant to prepare or deliver follow-ups.

  • Choose the mode separately for every account.
  • Leave existing conversation and opportunity history available to the team.
  • Change mode later without rebinding the provider account.
02

REVIEW

Prepare a draft for a person to approve.

With an AI provider configured, Tracka uses recent conversation context to draft a short follow-up for review.

  • Surface unanswered inbound messages after the chosen delay.
  • Show the source conversation and selected sending account with the draft.
  • Let an operator revise, approve or leave the draft unsent.
03

AUTOMATIC

Automate only inside defined gates.

Automatic mode follows the account’s timing, eligibility and provider rules before a message can be sent.

  • Apply the delay and account rules chosen by your team.
  • Return a draft to review when required context, permission or setup is unavailable.
  • Keep a clear record of what was sent and what still needs attention.

Review is the default. Automatic email requires a known customer and an explicitly linked opportunity; WhatsApp Business also requires retained opt-in and an approved template. AI and messaging-provider setup and sending permission are required.

CONTINUE EXPLORING

A working environment with a clear boundary.

Deployment