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.