WF02 Phase 1 — AI Follow-up Nudges

Gentle, value-led touches while the lead is still warm.

Active · Currently In Play

WF02 is the single active follow-up workflow. Phase 1 is the AI's autonomous engagement window — two soft SMS nudges fired only when the patient has not replied. No chase, no pressure. Exit checks on every step prevent duplicate contact with leads who've already booked or disqualified.

New patients only. Returning patients skip Phase 1 entirely — AI is already active from WF01 and reception takes the lead.

Phase 1 steps

Step 1.1 · Wait 4 hours

• From workflow enrolment (WF01 complete).

Step 1.2 · If / Else — Has Patient Replied?

• Replied → skip to Phase 2 (call disposition router).
• No reply → continue to Step 1.3.

Step 1.3 · AI Follow-up #1 (SMS)

• Send SMS via Conversation AI. Body: "Hi {{contact.first_name}}, just following up from {{custom_values.sys_brand_name}}. No rush at all. When you have a moment, let us know what you're hoping to achieve and we'll take it from there."
• Does not fire if reception has tagged the opportunity as active/in-progress.

Step 1.4 · Wait to Day 1 +4h (~28 hours after form submission)

Step 1.5 · If / Else — Has Patient Replied?

• Replied → skip to Phase 2.
• No reply → continue to Step 1.6.

Step 1.6 · AI Follow-up #2 (Final Nudge)

• Send SMS via Conversation AI. Body: "Hi {{contact.first_name}}, {{custom_values.sys_brand_name}} here. Still happy to help whenever you're ready. Just drop us a line about what you're looking for and we'll get things moving."
• After this step, if patient still hasn't replied, AI applies silent status. No further AI messages are sent. Day 4 safety-net SMS (Phase 4) may still fire as a re-engagement touch.