WhatsApp & Inbox

Schedule an experience invitation and a no-reply follow-up

Review the experience, approved invitation, selected people, send time and optional next step as one journey.

The quick answer

Select people in Audience and open Schedule a WhatsApp invitation. Choose an upcoming experience, approved message, time and what happens if there is no reply. Pro can schedule the invitation and remind your team. AI Employee can add a second approved customer message and optional AI-selected timing.

Follow these steps

  1. In Audience, select the intended people and choose Schedule WhatsApp + follow-up.

  2. In Schedule a WhatsApp invitation, choose the upcoming Event to invite them to and name the journey.

  3. Select the approved Invitation template and review its parameters and booking button. On Pro, fill every required value yourself; AI Employee can prepare verified experience details.

  4. Choose Send at using the local-time field. Messages operate within the shown 9 am–8 pm India sending window; an outside-window send waits until 9 am.

  5. Under If the customer does not reply, select Do nothing, Create a task for my team, or the eligible AI Employee second customer-message option. Choose its delay and actual reminder/template content.

  6. If using AI timing, set the maximum extra delay and review that this chooses a slot rather than adding messages.

  7. Choose Check eligibility and preview. Review selected/eligible/excluded counts, the rendered messages, initial/max cost and available balance. Confirm the review checkbox, then Confirm schedule.

  8. Open Follow-ups · Needs attention for internal reminders and approvals, and the workflow History/Broadcasts views for execution status. Mark done completes an internal reminder only.

Good to know

  • Replies, recorded AroundU bookings, opt-outs, closed conversations and human takeover protect pending customer sends.
  • External bookings need a connected booking signal; they cannot stop a workflow from an unrecorded assumption.
  • Journey preview does not reserve the displayed balance. Dispatch rechecks funds and pricing.
  • Missing reply-pattern history or an AI timing error uses the configured schedule and records the fallback.
  • A suggestion or internal task is not a scheduled customer message.

If something isn’t working

  • An approved template is unavailable for the journey? Review its content/buttons; the screen may require a Reply STOP replacement in Templates.
  • Nothing scheduled after preview failure? Retry eligibility preview after recovery; do not assume preview enqueued a send.
  • No eligible recipients? Inspect missing phone, consent, suppression, opt-out, existing booking and duplicate exclusions.
  • A pending step stopped? Open History and read the actual stop reason before scheduling anything again.
  • An approval-required run has not started? Review and approve its saved steps in the attention/history queue.

Still need help? Include the club, screen, action and error message so our team can find the right issue.

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