Workflow
Follow-ups that never slip
Scheduled follow-ups for every lead, set by managers for the team or by each rep for their own leads.
How it works
01
A manager sets follow-ups for the team, or a rep sets them for their own leads
02
Each follow-up is scheduled with its message and timing
03
It goes out on time on WhatsApp or email
04
Replies come back into the same conversation
Related use cases
WorkspaceAgentWorkflow
Every rep's number, one workspace
Each rep's WhatsApp number sits under one organisation. Managers see every conversation; reps see their own.ImpactOne view of the whole sales team
WhatsAppCoexistenceIntegrationReps keep their WhatsApp app
Reps keep chatting from the WhatsApp Business app while tkana logs every message and runs the automations.ImpactNo change for the rep, full visibility
WhatsAppRoutingAgentWorkflowLeads routed to the right rep
A workflow routes every new lead to the right rep by product, region or availability, and notifies that rep on WhatsApp or email with the lead's details and qualification.ImpactEvery lead lands with an owner in seconds
WhatsAppContinuityWorkflowReassign leads when a rep is out
When a rep is on leave or leaves, their leads move to a colleague with the full history attached.ImpactNo lead goes quiet because one person is away
WhatsApp