Configure how Boei schedules and generates AI follow-ups for deals on this website. Each website has its own cadence, so a busy sales site and a quiet support site can run at different paces.
How to get there: Go to Setup → Business in the top menu → click a website → open the Deals tab.
Under Deals → Follow-up Schedule, you control when and how often Boei follows up on a deal that has a follow-up date set.
The number of follow-ups Boei will send for a single deal before stopping. The final follow-up automatically uses a breakup tone (a polite last check-in) so you're not chasing forever.
How many days Boei waits after one follow-up before scheduling the next.
The local time of day follow-ups go out. Boei uses your website's time zone (see below) to convert this to UTC.
The weekdays follow-ups are allowed to send on. If a scheduled send falls on a non-working day, Boei rolls it forward to the next working day.
The follow-up schedule uses the time zone set on the website itself, not a separate field on this tab. If it says "Not set (uses UTC)", click through to Profile to change it.
Boei tries to guess the time zone from your website's country when the site is first added, but you can always override it in Domain Settings.
Under Deals → AI Instructions, you can guide the AI when it drafts a follow-up.
Use this to describe your sales approach, what to offer in each round of follow-up, and the language or tone you want. The AI also has access to your chatbot's business description and the full conversation history with the contact, so keep these instructions focused on things it can't infer.
Example:
First follow-up: friendly check-in, see if they still need help.
Second follow-up: address a common question or objection.
Final follow-up: friendly close, let them know you are here when ready.
Match the language of the original conversation. Keep it short, warm, human.Leaving this blank is fine; the AI will fall back on the chatbot's normal tone and business context.