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Follow-ups help your team continue conversations at the right time. Follow-ups page

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Modes

  • Off — Visito does not create or send follow-ups.
  • Draft — Visito prepares recommendations for an operator to review, edit, send, or dismiss.
  • Auto — Visito drafts and sends eligible follow-ups automatically. Operators can preview and cancel them before sending begins.
Open the mode control on the right side of the tab row to change behavior.

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Upcoming

The Upcoming tab shows active follow-ups. Filter by status to focus on suggested or scheduled items.
  • In Draft mode, select Review to inspect and edit a message.
  • In Auto mode, select Cancel to stop an eligible pending follow-up.
  • Select the linked conversation to review its full context.

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History

The History tab shows completed, dismissed, canceled, skipped, failed, and expired follow-ups. Historical rows are read-only. Follow-up lifecycle events also appear in the conversation’s History tab.

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Personalization and credits

Draft text uses the workspace’s Personalization settings, including tone, emoji, response length, assistant name, conversation scope, and custom instructions. An automatically sent follow-up consumes one AI message credit after the outbound reply is accepted. Canceled and expired follow-ups do not consume credits.