Follow-up: automatic cadences that re-engage leads who stopped replying

Header and tabs

The title changes with the module: "Cadências · o follow-up vira um fluxo" (Cadences · follow-up becomes a flow) with advanced follow-up, "Cadências de follow-up" (Follow-up cadences) without it.

Buttons and actions

"Cadências" (Cadences)

The list of the account's cadences (the tab that opens first).

Editor

Appears only while a cadence is being created or edited.

"Resultados" (Results)

The numbers of a cadence. Only with advanced follow-up.

"Biblioteca" (Library)

The ready-to-use cadences. Only with advanced follow-up.

"Limites" (Limits)

The safeguards that apply to all cadences. Only with advanced follow-up.

• Without the module, the notice that advanced Follow-up is part of the Revenue AI module and is turned on in "Módulos" (Modules).

Cadence list

Buttons and actions

"Nova cadência" (New cadence)

Opens the editor with a blank cadence, paused, with a 48-hours-without-reply trigger and one step.

"Ativa" (Active)

Each cadence's checkbox turns the sequence on and pauses it; the text beside it says "Ativa" (Active) or "Pausada" (Paused). Turning on a cadence with a template step and no template chosen is refused with an explanation.

"Resultados" (Results)

Opens the "Resultados" (Results) tab already on this cadence. Only with advanced follow-up.

"Editar" (Edit)

Opens the cadence in the editor.

"Excluir" (Delete)

Opens the delete confirmation.

• The cadence name and "‹gatilho› · ‹n› passo(s)" (‹trigger› · ‹n› step(s)).
• The tags for the goal, "melhor momento" (best time), "A/B", "condições" (conditions) and "tarefa" (task), when the cadence has them.
• On a paused cadence with a template step and no template: "Escolha o modelo aprovado para o passo ‹n› e ligue a cadência." (Choose the approved template for step ‹n› and turn the cadence on.)

Dialog "Excluir esta cadência?" (Delete this cadence?)

Buttons and actions

"Excluir cadência" (Delete cadence)

Deletes the cadence. It stops sending right away, even for people in the middle of the sequence. It cannot be undone; the X or Esc closes the dialog without deleting.

Editor: cadence summary

Title "Nova cadência" (New cadence) or "Editar cadência" (Edit cadence).

Fields and filters

"Nome" (Name)required

Box with the placeholder "Ex.: Recuperar quem sumiu" (E.g., Win back those who went quiet). Without a name, "Salvar cadência" (Save cadence) stays disabled.

"Objetivo" (Goal)

Only with advanced follow-up. No declared goal, "Agendar reunião" (Schedule a meeting), "Retomar proposta" (Resume proposal), "Recuperar negociação parada" (Recover a stalled deal), "Reativar “não é agora”" (Reactivate “not now”), "Reengajar lead frio" (Re-engage a cold lead) or "Fazer voltar quem não compareceu" (Bring back no-shows). It goes into the instruction of each step written by the AI.

"Gatilho de entrada" (Entry trigger)

When the lead enters: "Sem resposta há X horas" (No reply for X hours), "Virou uma temperatura (BANT)" (Became a temperature (BANT)), "Mudou de status" (Status changed) or "Só pelo Funil (regra de retomada)" (Pipeline only (resume rule)). With advanced follow-up, also "Entrou numa etapa do Funil" (Entered a pipeline stage), "Ficou N dias numa etapa" (Stayed N days in a stage), "Estourou o prazo da etapa" (Exceeded the stage deadline), "Perdido por “não é agora” há N dias" (Lost as “not now” N days ago) and "ICP alto sem resposta há N horas" (High ICP with no reply for N hours).

"‹valor do gatilho›" (‹trigger value›)

It changes with the trigger: "Horas sem resposta" (Hours without reply), "Temperatura" (Temperature) ("Quente" (Hot), "Morno" (Warm), "Frio" (Cold)), Status, "Em conversa" (In conversation), "Qualificado" (Qualified), "Descartado" (Discarded), "Transferido" (Transferred)), "Etapa" (Stage) (the board, when there is more than one, and the pipeline stage), "Etapa e dias" (Stage and days) (with the days stalled), "Dias desde o perdido" (Days since lost). For the deadline trigger, the sentence "Quando o cartão estoura o prazo da etapa (SLA) no Funil." (When the card exceeds the stage deadline (SLA) in the pipeline.)

"Público" (Audience)

Only with advanced follow-up. Shows the summary of who enters ("Todo mundo que bate o gatilho" (Everyone who matches the trigger), ICP ≥ 40…); clicking "editar" (edit) opens the audience fields.

Buttons and actions

"Cadência ativa" (Active cadence)

The switch at the top of the editor: the cadence is saved on ("Ativa" (Active)) or paused ("Pausada" (Paused)).

• On a cadence with an advanced follow-up trigger opened without the module: "Esta cadência usa um gatilho do follow-up avançado. Com o módulo Revenue AI desligado ela fica inerte: nada é matriculado até religar." (This cadence uses an advanced follow-up trigger. With the Revenue AI module off it stays inert: nobody is enrolled until you turn it back on.)

"Público" (Audience)

Who enters the cadence. Empty means everyone who matches the trigger.

Fields and filters

"ICP mínimo" (Minimum ICP)

"Aderência ao cliente ideal" (Fit with the ideal customer), from this value, 0 to 100.

"ICP máximo" (Maximum ICP)

"Aderência ao cliente ideal" (Fit with the ideal customer), up to this value, 0 to 100.

"Valor mínimo (R$)" (Minimum value (R$))

Only leads with a deal value at or above this amount.

"Temperatura" (Temperature)

Buttons "Quente" (Hot), "Morno" (Warm), "Frio" (Cold) and "Sem score" (No score); select one or more.

"Etiquetas" (Tags)

Separated by commas, such as “vip, referral”.

Steps

One numbered card per step, in the order they go out.

Fields and filters

"Tipo do passo ‹n›" (Step ‹n› type)

"IA escreve (dentro de 24h)" (AI writes (within 24h)), "Mensagem fixa (dentro de 24h)" (Fixed message (within 24h)), "Template aprovado" (Approved template) and, with advanced follow-up, "Áudio da IA (dentro de 24h)" (AI audio (within 24h)) and "Tarefa para o time" (Team task).

"Espera do passo ‹n› em horas" (Step ‹n› wait in hours)

The wait, in hours, since the previous step (or since entry, in the first step).

"Modelo aprovado" (Approved template)

In "Template aprovado" (Approved template): the list of the account's approved templates, with the language. With none, the notice to create one in "Modelos de mensagem" (Message templates). A template that is no longer approved appears with "— não está mais aprovado" (— no longer approved).

"Instrução para a IA (opcional)" (Instruction for the AI (optional))

In "IA escreve" (AI writes): what the AI should do in this step, using the lead's real history.

"Instrução para a IA (sai como áudio no WhatsApp; se a voz falhar, sai o texto)" (Instruction for the AI (sent as a WhatsApp voice message; if the voice fails, text is sent))

In "Áudio da IA" (AI audio): the same instruction, spoken in the persona's voice.

"Mensagem fixa (use {nome} e {ia})" (Fixed message (use {nome} and {ia}))

In "Mensagem fixa" (Fixed message): the exact text, with the lead's name and the AI's name.

"O que pedir ao time" (What to ask the team)

In "Tarefa para o time" (Team task): the to-do that goes into the "Ficha do lead" (Lead record). Nothing goes out to the lead.

"Prazo (horas)" (Deadline (hours))

In "Tarefa para o time" (Team task): the to-do's "Prazo" (Deadline), from 1 to 720 hours.

"Tom" (Tone)

Only with advanced follow-up, in AI steps: "O da persona" (The persona's), "Leve" (Light), "Direto" (Direct) or "Urgente" (Urgent).

"Anexar oferta" (Attach offer)

Only with advanced follow-up: "Nenhuma" (None) or an active offer from the catalog for the AI to mention.

"Pergunta de fechamento" (Closing question)

Only with advanced follow-up: the question the step ends with (for example, two time slots).

"Variante B (A/B): metade dos leads recebe esta versão" (Variant B (A/B): half of the leads get this version)

With "Teste A/B por passo" (A/B test per step) on: the alternative text or instruction for the step.

Buttons and actions

"remover" (remove)

Removes the step (appears with two or more steps).

"+ Adicionar passo" (+ Add step)

Adds an "IA escreve" (AI writes) step with a 24-hour wait at the end.

• The tags WhatsApp, "fora da janela" (outside the window) (in "Template aprovado" (Approved template): outside the 24-hour window only an approved template gets through), "melhor momento" (best time) and "A/B".
• Warnings about the chosen template: when it has more than one variable (the cadence only fills in the lead's name) or media in the header (the cadence does not attach a file).
• In "Tarefa para o time" (Team task): "Nada sai para o lead: a tarefa entra na ficha, o dono da conversa recebe push e sino, e a régua segue." (Nothing goes out to the lead: the task goes into the record, the conversation owner gets a push and bell notification, and the sequence continues.)

Condition before the step

Only with advanced follow-up. Evaluated at the moment the step is due.

Fields and filters

"Condição do passo ‹n›" (Step ‹n› condition)

No condition (the step always runs), or whether the previous message was delivered and not read, was read and the lead did not reply, the lead raised an objection, the fit with the ideal customer is at or above a number, or the deal value is at or above an amount.

"Valor da condição" (Condition value)

In the fit (0 to 100) and deal value (in Brazilian reais) conditions.

"Quando a condição vale" (When the condition is met)

Sends this step, skips ahead to a later step or ends the cadence. Forward only, never back.

"Quando a condição não vale" (When the condition is not met)

The same options, for when the condition does not hold.

• In the first step, the delivered and read conditions warn that they never hold: there is no previous message.

Scheduled for

Only with advanced follow-up. What interrupts the sequence, always on.

• Replied: stops.
• Marked as won or lost: stops.
• “Don't contact me anymore”: stops and flags the lead.
• “Contact me in March”: sleeps until that date.
• A human took over the conversation: stops.
• Opt-out or "fora das campanhas" (outside campaigns): stops.

Channels and timing

Only with advanced follow-up ("Enviar por" (Send via) also appears in the linear sequence).

Fields and filters

"Enviar por" (Send via)

With two or more active WhatsApp accounts (or one in coexistence): "Conta padrão do canal" (Channel default account) or one of the accounts. Applies when the lead does not have an open conversation yet; with a conversation, it goes out through that conversation's number.

"Adiar no máximo" (Delay at most)

In hours: the maximum the best-time adjustment can postpone each step. Only with the adjustment on.

Buttons and actions

"Ajustar ao melhor momento do lead" (Adjust to the lead's best time)

Postpones each step until the window when that lead usually replies, within business hours; it never moves a step earlier.

"Teste A/B por passo" (A/B test per step)

Turns on Variant B in the steps: half of the leads get A and half get B; in "Resultados" (Results) the reply rate is broken down by variant.

• "Canal" (Channel): WhatsApp (the lead's channel).
• "Retomar quando o lead pedir" (Resume when the lead asks): "Automático" (Automatic).

Best time · account leads

Only with advanced follow-up.

• The day map (Mon to Sun) in two-hour bands, from 8h to 22h: the stronger the color, the more of the account's leads reply at that time.
• "‹n› lead(s) com janela aprendida (3 respostas ou mais)" (‹n› lead(s) with a learned window (3 replies or more)) or "Ainda sem janela aprendida: a IA precisa de 3 respostas de um lead para saber quando ele costuma responder." (No learned window yet: the AI needs 3 replies from a lead to know when they usually respond.)

Editor footer

Buttons and actions

"Cancelar" (Cancel)

Closes the editor without saving and returns to the list.

"Salvar cadência" (Save cadence)

Saves the cadence and returns to the list. Disabled without a name, with an invalid trigger value or with a "Template aprovado" (Approved template) step that has no template ("Escolha o modelo aprovado do passo de template" (Choose the approved template for the template step)).

"Resultados" (Results)

What the cadence did in the period: who entered, the funnel for each step, the best step and the best time.

Fields and filters

"Cadência" (Cadence)

With two or more cadences: which cadence to show. Opens on the first active one.

Buttons and actions

"‹n› dias" (‹n› days)

The "30 dias" (30 days) and "90 dias" (90 days) buttons switch the period.

"Fixar a variante ‹A ou B›" (Lock variant ‹A or B›)

Appears when a variant wins with 30 or more sends on each side and a 10-point difference: the winning text becomes the main one and the test turns off.

"Tentar de novo" (Try again)

When the numbers did not load.

• The numbers for enrolled, in progress, replied (with the rate), booked (with the rate), won and paid templates (the spend on templates in the period).
• "Funil por passo" (Funnel per step): for each step, sent, read, replied and "desv" (skipped by condition); for the task, how many were created.
• Best step, best time and the open tasks.
• "Teste A/B" (A/B test): the reply rate per variant, or the notice that it is off for this cadence.
• With and without the best-time adjustment: the reply rate on each side; "Medindo" (Measuring) while there are not enough steps.
• The period's smart pauses: sequences sleeping until the requested date and leads who asked to stop.

"Biblioteca" (Library)

Ready-made cadences: one click opens one in the editor with steps, audience and rules filled in. Nothing turns on by itself.

Buttons and actions

"Usar" (Use)

Opens the ready-made cadence in the editor, paused. Where there is a "Template aprovado" (Approved template) step, choose the template before saving.

• "Retomada de proposta" (Proposal follow-up).
• "“Não é agora” em 60 dias" (“Not now” in 60 days).
• "Lead frio de anúncio" (Cold lead from an ad).
• "Negociação parada há 7 dias" (Negotiation stalled for 7 days).
• "ICP alto sem resposta" (High ICP with no reply).
• "Reengajar no melhor momento" (Re-engage at the best time).
• "Prazo da etapa estourado" (Stage deadline exceeded).

"Limites" (Limits)

Safeguards that apply to all of the account's cadences. When a cap is hit, the step waits and the sequence does not die.

Fields and filters

"Follow-ups por lead por semana" (Follow-ups per lead per week)

Adding up all the cadences, from 1 to 30; the default appears beside it.

"Teto mensal com modelos pagos (0 = sem teto)" (Monthly cap on paid templates (0 = no cap))

The cap on the month's spend on approved templates in cadences, in Brazilian reais. Zero means no cap.

Buttons and actions

"Salvar limites" (Save limits)

Appears after you change one of the numbers. Saves the limits for all cadences.

• The safeguards that already exist: the 24-hour window (outside it only an approved template), business hours, a human holding the conversation silences the cadence, and opt-out, legal basis and "fora das campanhas" (outside campaigns).
• The note on the module's dashboard, which shows the month's spend and the cadences' numbers.

Screen states

Loading

On the "Resultados" (Results) tab, "Carregando…" (Loading…) while the numbers arrive; the approved template list shows "Carregando modelos…" (Loading templates…).

Nothing here yet

"Nenhuma cadência ainda." (No cadences yet.) (with advanced follow-up, "Comece pela Biblioteca." (Start with the Library.)). Results with no enrollment: "Ninguém entrou nesta cadência nos últimos ‹n› dias. Os números aparecem a partir da primeira matrícula." (Nobody has entered this cadence in the last ‹n› days. The numbers appear from the first enrollment.)

If something goes wrong

"Não foi possível carregar as suas cadências" (Your cadences could not be loaded), reminding you that this does not mean there are none and that no sequence was turned off, with "Tentar de novo" (Try again). On the "Resultados" (Results) tab: "Não foi possível carregar os resultados" (The results could not be loaded) (the sequence keeps running).

Revenue AI module off

Only the "Cadências" (Cadences) and "Editor" tabs, the linear sequence editor and the notice that advanced follow-up is turned on in "Módulos" (Modules).

Saving failed

The notice "Não foi possível salvar." (Could not save.); the cadence stays open in the editor.