Follow-up Settings

Choose the sending time and working days for deals linked to a business. Set the steps and AI writing instructions in the pipeline automation.

Set sending times

Open Settings → Business, choose the business, then open Deals → Follow-up Schedule.

• Send time is the local time used when Boei plans a follow-up. The default is 09:00.
• Working days are the days Boei can use when planning. If the date falls on another day, Boei moves it to the next selected working day. Keep at least one day selected.
• Time zone comes from the business profile. Use the Profile link beside it to change it. If none is set, Boei uses UTC.

These settings help Boei plan a date. An exact date and time you choose yourself can differ from that default.

For a one-off AI follow-up, the default gap is five calendar days. When Boei chooses the date, it moves it to the next selected working day and uses the sending time and time zone above. In the deal's Schedule… dialog, the starting suggestion is five days ahead at 09:00 in your own time zone. You can change the date and time before confirming. Already planned emails keep their date. Automations use their own Wait steps.

Set waits and AI instructions

Open Deals → Pipeline settings → Automations and choose the flow.

Add Wait steps to choose the gaps between actions. At the bottom of the steps, use AI instructions for the language, tone and limits that apply across the flow. For example: “Write in English or Dutch. Keep it friendly and short. Do not offer a call.”

These instructions apply to deals that start the automation after you save. Deals already in the automation keep their saved instructions and steps.

The old business-level AI instruction field is no longer used. Existing instructions are moved into automations. If an account had instructions but no automation, they are kept in a disabled flow named Imported sales instructions. Review that flow before enabling or choosing it. No deals are added to it automatically.

A one-off AI draft uses the business and conversation context. To apply the saved flow instructions, use the automation on the deal.

Choose reminder emails for yourself

Reminder emails to your team are separate from customer emails. Open Reminders in pipeline settings to go to your profile. Choose whether you want daily, weekly or no deal reminders.

For individual customer emails and planned dates, see Managing Deals. To plan the automatic sequence, see Automations for Deals.