Structured data
Keep the renewal date or customer stage in suitable attributes or the integrated source system.
Plan and setup dependent
Follow-up scenarios
Renewal Reminders
Organize renewal follow-up through a custom workflow implemented for each customer around their data, channels and integrations.
Message Pro Omni
Renewal Reminders
Capability scope
How does it work inside Message Pro?
Renewal reminders are implemented as a custom setup for each customer rather than one fixed configuration for everyone. Implementation starts by defining the renewal date source, customer, channel and message approval flow.
Follow-up can use agreed attributes, labels, automation rules and integrations while respecting the policies of the channel being used.
Follow-up workflow
Create clear reminder, assignment and follow-up steps instead of relying on team memory.
Team oversight
Keep the conversation reviewable and hand it to a teammate when needed.
Workflow
A clear path from setup to follow-up
Define the renewal data source
Configure conditions and messages
Connect the required channel or system
Test and enable the agreed workflow
Availability note
This scenario is implemented specifically for each customer, with scope depending on the agreed data, integrations and channel policies.
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CSAT Surveys
Ask customers to rate a completed conversation when the survey is supported and enabled for the channel and setup in use.
Learn moreChannels and Integrations
Connect WhatsApp, Messenger, Instagram, Telegram and LINE inside the workspace. TikTok is the only integration in this list that is coming soon.
Learn moreVoice and Calls
Voice and calling are in development and are not currently available as part of the Message Pro service.
Learn moreDoes this capability fit your team's workflow?
Tell us the plan, country, channels and integrations you need, and we will document the suitable availability and scope in a clear proposal.
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