> ## Documentation Index
> Fetch the complete documentation index at: https://help.slashy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate Customer Follow-ups

> Set up automatic follow-up drafts when customers or prospects don't reply, with customizable timing and CRM-like labels.

Slashy's AI agent monitors your sent emails, detects missing replies within your timeframe, and drafts follow-ups automatically. Combined with CRM-like labels and open tracking, this turns Slashy into a lightweight sales follow-up system.

## Basic Follow-up Setup

<Steps>
  <Step title="Open the agent sidebar">
    Press `Cmd+Shift+L`.
  </Step>

  <Step title="Create the automation">
    Type: *"Create an email automation: when I send an email and don't get a reply within 3 days, draft a polite follow-up for me to review."*
  </Step>

  <Step title="Confirm">
    Review the trigger details. Follow-up drafts appear in your Drafts (`g d`).
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/karvixinc/QNSZwc_JHcGXiTZF/images/screenshots/how-to-automate-customer-follow-ups-1.png?fit=max&auto=format&n=QNSZwc_JHcGXiTZF&q=85&s=154d060a4e62694ccfb6e3e51e433311" alt="Agent sidebar showing follow-up automation" width="2448" height="1328" data-path="images/screenshots/how-to-automate-customer-follow-ups-1.png" />
</Frame>

## Customize Timing

Different situations need different timing:

* *"Follow up after 1 day for emails to @bigcustomer.com"*
* *"Follow up after 5 business days for cold outreach"*
* *"Follow up after 1 week for investor emails"*

Create multiple automations with different timing for different audiences.

## Per-Contact Customization

Add contact-specific memories via the contact sidebar (`p i`):

* *"High-value prospect. Follow up within 24 hours. Tone: warm but direct."*
* *"Slow responder. Wait 5 days before following up. Keep it brief."*

The agent reads contact memories when drafting, so tone and timing adjust per person automatically.

## CRM-Like Labels

Create importance labels that mirror a sales pipeline:

1. Go to **Settings > Labels** and create labels like **Prospects**, **Active Deals**, **Onboarding**, **Renewals**
2. Scope automations to specific labels: *"When I send to a Prospects thread and don't get a reply in 2 days, draft a follow-up."*

## Combine with Open Tracking

* *"When a prospect opens my email but doesn't reply within 2 days, draft a follow-up."* (highest-signal follow-up)
* *"When a prospect hasn't opened after 3 days, resend with a different subject line."*

## Follow-up Sequences

For cold outreach: *"Send a follow-up after 3 days. If still no reply after 5 more days, send a second. If still no reply after 7 more days, send a final follow-up and stop."*

The agent stops the sequence when the recipient replies.

<Frame>
  <img src="https://mintcdn.com/karvixinc/QNSZwc_JHcGXiTZF/images/screenshots/how-to-automate-customer-follow-ups-2.png?fit=max&auto=format&n=QNSZwc_JHcGXiTZF&q=85&s=6d464167fd8454b740fd0e7499e11bec" alt="Follow-up automation settings showing timing and draft options" width="2392" height="1484" data-path="images/screenshots/how-to-automate-customer-follow-ups-2.png" />
</Frame>

<Note>By default, follow-ups land in Drafts for review. To auto-send, tell the agent: *"Update my follow-up automation to send automatically."* Start with review mode until you trust the quality.</Note>

***

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