Auto Follow-Up Messaging

What it does: When you reply to a member, you can turn on an automatic follow-up cadence. If they don't write back, Coachspect re-
sends your message on a cadence you pick — then stops the moment they reply.

1. Write your reply, then turn on auto follow-up

Compose your message like you normally would. Below the message box you'll see a new button — Follow up automatically.

2. Pick a cadence

A small panel opens up. Pick a cadence from the dropdown, and Coachspect shows you exactly which days the follow-ups will go out. Follow-ups always land on weekdays.

3. It runs on its own

A status banner appears above the conversation so you always know where things stand — how many follow-ups have gone out, and when the next one is due. Each auto-sent message is clearly tagged.

A task is also created as a reminder to follow up with the client when the automatic cadence is first set up.

4. It stops itself at the right moment

The cadence ends on its own in any of these cases — the banner updates to tell you why:

• The client replies. As soon as the client writes back, the cadence stops.
• You send a manual message. If you send a message while a cadence is active, your message stops the cadence.
• All follow-ups go out. Once every scheduled follow-up has been sent, the cadence is complete.

5. Stop it yourself, anytime

Click Stop cadence in the banner. We'll ask you to confirm, and no further follow-ups go out.

Good to know

• Follow-ups only go out on weekdays. If a date lands on a weekend, it shifts to the next business day.
• One cadence per discussion. A discussion can only have one active follow-up running at a time.
• Each follow-up re-sends your original message. Same wording, same attachments.