How to Set AI Agent Follow-Up Reminders in ZazzyAgent
Some customer requests cannot be completed during the current conversation.
A customer might say:
Please have someone call me tomorrow.
Or:
I'll send the documents later. Please remind the team.
Instead of relying on someone to remember, an AI Agent can create an internal follow-up reminder.
What is an AI follow-up reminder?
A follow-up reminder is an internal task for your team.
It isn't a message sent to the customer.
The action is used to tell your staff:
Something needs attention later.
The action format
Use:
##follow_up## : 24
The number represents the number of hours from now.
For example:
##follow_up## : 24
creates a follow-up reminder 24 hours from the current time.
Example: Callback tomorrow
Customer:
Can someone call me tomorrow?
Your System Prompt could say:
When a customer requests a callback tomorrow,
create an internal follow-up reminder.
##follow_up## : 24
Use the appropriate number of hours for the actual workflow.
Add an internal note too
A reminder tells the team when to follow up.
A note tells them why.
Use both when useful:
When the customer requests a callback,
add an internal note explaining the reason.
##add_note## : Customer requested a callback regarding their product enquiry.
Create an internal follow-up reminder.
##follow_up## : 24
See How AI Agents Add Internal Notes in ZazzyAgent for more on internal notes.
Sales follow-up
A sales AI Agent could create a follow-up after a customer shows serious interest.
Example:
When the customer clearly requests a follow-up
but does not complete the purchase,
create an internal reminder for the sales team.
##follow_up## : 24
##add_note## : Customer is interested but has not completed the purchase.
Support follow-up
Suppose a customer has an issue that needs investigation.
The AI can hand the conversation to a human and create a reminder.
When an issue requires manual investigation,
assign the conversation to Support.
##assign_human_role## : 3
Add an internal note.
##add_note## : Customer issue requires manual investigation.
Create a follow-up reminder.
##follow_up## : 24
For more on human handoff, see How to Hand Off AI Conversations to Human Agents in ZazzyAgent.
When should you use a reminder?
Good uses include:
Callback requests
Sales follow-ups
Unresolved support cases
Manual investigations
Documents that need review
Customer requests that need later action
Don't create reminders for every conversation
A reminder should represent a real task.
Don't use:
Customer said hello.
Use:
Customer asked the sales team to call tomorrow.
Follow-up reminders vs sequences
These are different.
Follow-up reminder
An internal staff task.
Remind the sales representative tomorrow.
Sequence
Automated customer communication.
Send the customer a follow-up message tomorrow.
Use a reminder when your team needs to act.
Use a sequence when the customer should receive automated communication.
Learn more in WhatsApp Sequences: How to Create Automated Follow-Ups.
Follow-up reminder vs WhatsApp message
A reminder:
Internal task for staff.
WhatsApp message:
Customer-facing communication.
Keep those responsibilities separate.
Example: Appointment enquiry
Customer:
I want an appointment next week.
AI collects the details.
The customer then says:
I'll confirm the exact date tomorrow.
The AI could:
##add_note## : Customer will confirm appointment date tomorrow.
##follow_up## : 24
This ensures the team knows what needs to happen next.
Use a clear trigger
Don't say:
Always create a follow-up.
Instead:
Create a follow-up only when the customer requests a callback or another staff action is required.
Best practice
Before adding a follow-up action, make sure the prompt answers:
Why is a follow-up needed?
Who needs to act?
When should they act?
That keeps your internal workflow useful instead of filling the inbox with unnecessary reminders.