Managing Follow-ups FAQ - Billabex

Managing Follow-ups

How do I edit a scheduled follow-up?

You can change the date, recipients, or content of any scheduled follow-up from the Communications menu (step-by-step guide).

Can I follow up with multiple contacts for the same account?

Yes. The AI agent follows up with all contacts added to a customer account by default.

Can I disable or pause follow-ups for a customer?

Yes. You can pause follow-ups for an account at any time from the platform (learn more).

Can I ask the AI agent to follow up with a customer later?

No. It is not possible to communicate with the AI agent directly. You can only respond to the AI agent's requests via tasks.

What should I do if a customer requests a pause or disputes a follow-up?

The AI agent handles these situations automatically. If information is missing, human action is required, or the case is blocked, a task will be created to ensure follow-up.