# 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:

```text
##follow_up## : 24
```

The number represents the number of hours from now.

For example:

```text
##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:

```text
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:

```text
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](https://blog.zazzyagent.com/ai-agent-add-internal-notes-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:

```text
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.

```text
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](https://blog.zazzyagent.com/ai-agent-human-handoff-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](https://blog.zazzyagent.com/whatsapp-sequences-guide).

## 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:

```text
##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.