# Oppy Welcome Kit: Follow-Up System Guide

Published: 2026-03-20
Updated: 2026-03-24
Source: https://docs.oppy.pro/n/oppy-welcome-kit-follow-up-system-guide
Account: Oppy Inc

---

# Follow-Up System Guide

Oppy's follow-up system automatically re-engages contacts who haven't responded. Unlike traditional email sequences, each follow-up message is uniquely generated by AI using fresh context about the contact and conversation.

---

## How It Works (Overview)

1. **Your Oppy sends a message** (or makes a call) to a contact
2. **Contact doesn't respond** within a configured time
3. **AI analyzes the conversation** — timing, context, contact data
4. **AI generates a unique follow-up** — not from a template, but freshly written
5. **Message is delivered** via the same channel (SMS, email, etc.)
6. **Repeat** until the contact responds, opts out, or max attempts reached

---

## Enabling Follow-Up

### From the Oppy Settings
1. Go to your Oppy's settings at [app.oppy.pro](https://app.oppy.pro)
2. Navigate to the **Follow-Up** tab
3. Toggle **Enable Follow-Up** on
4. Configure your preferences (see below)

### From the Account Concierge
*"Turn on follow-up for your ISA Oppy with a 3-day delay, respect business hours, skip weekends, max 5 attempts"*

---

## Configuration Options

| Setting | What It Does | Default |
|---|---|---|
| **Enabled** | Master on/off switch | Off |
| **Schedule Type** | `fixed` (set interval) or `auto` (AI decides) | Fixed |
| **Delay** | Time between follow-ups (fixed mode) | 3 days |
| **Respect Business Hours** | Only deliver 8am-6pm in contact's timezone | Yes |
| **Skip Weekends** | No follow-ups on Saturday/Sunday | No |
| **Limit Attempts** | Cap the number of follow-ups | No (unlimited) |
| **Max Attempts** | Maximum follow-up messages | Unlimited |
| **Custom Instructions** | Extra guidance for the AI when generating messages | None |

### Fixed Schedule
Set a specific interval (e.g., every 3 days). The AI generates a unique message each time, but the timing is predictable.

### Auto Schedule (AI-Determined Timing)
The AI analyzes the conversation and decides the best time to follow up. It considers:
- How engaged the contact was
- What time zone they're in
- How long since the last message
- Whether they asked to be contacted later
- Day of week and time of day

**Example:** If someone said "I'm not ready for 6 months," the AI might schedule the next follow-up for 5.5 months later instead of the usual 3 days.

---

## What Makes Follow-Up Messages Special

### Not a Template — Freshly Generated
Each follow-up goes through a **12-step AI generation pipeline**:

1. AI reviews the full conversation history
2. Identifies what functions/tools might help (web search, contact lookup)
3. Executes those functions to gather fresh context
4. Generates **6 different message variants**:
   - Informative (fact-based, ~70 words)
   - FOMO (urgency/scarcity, ~40 words)
   - Short (concise)
   - Empathetic (understanding)
   - Critical (time-sensitive, ~45 words)
   - Creative (unique approach)
5. Runs a safety check on all variants
6. A "critic" AI picks the best one

### Context-Aware
Before generating, the AI:
- Checks if anything has changed since the last message
- Looks up recent contact notes
- Can search the internet for relevant news (e.g., "your neighbor's house just sold")
- Reviews the contact's history and preferences

### Progressive Tone
The AI automatically varies its approach:
- **First follow-up:** Warm, reference something specific from the conversation
- **Second follow-up:** Add value — share a relevant resource or insight
- **Third follow-up:** Direct and concise
- **Later follow-ups:** Creative, surprising, increasingly brief
- **After many attempts:** Simple message like just their name and a question mark

---

## Follow-Up Instructions in Your Prompt

You can guide the follow-up behavior through your Oppy's prompt:

```
FOLLOW-UP GUIDELINES:
- First follow-up: Reference their specific property interest from our conversation
- Second follow-up: Share a relevant market update for their area
- Third follow-up: Simple "Hey [name], still interested in [area]?"
- After 5 attempts with no response: Stop following up

Rules:
- Never use their first name in back-to-back messages
- Don't say "it's been a while" if it's been less than 24 hours
- Avoid generic phrases like "just checking in" or "touching base"
- On major holidays: Skip follow-up, reschedule for next business day
- Include a specific fact or data point in every follow-up
```

---

## Managing Follow-Up Per Conversation

Each conversation inherits the Oppy's follow-up settings, but you can override them individually:

### Disable for One Contact
In the conversation settings, uncheck "Auto Follow-Up." The Oppy will stop following up with just that person.

### Auto Schedule
Check "Auto Schedule" on a specific conversation to let the AI determine timing, even if the Oppy defaults to fixed schedule.

### Manual Trigger
You can also manually trigger a follow-up from any conversation.

---

## Monitoring Follow-Up

### Dashboard View
On the Conversations page at [app.oppy.pro](https://app.oppy.pro), you can see:
- Which conversations have follow-up scheduled
- When the next follow-up is due
- How many follow-ups have been sent
- Contact response status

### Follow-Up Analytics
Via the Account Concierge:
- *"How many follow-ups did your ISA Oppy send this week?"*
- *"What's the response rate on follow-ups?"*
- *"Show me contacts who responded after 3+ follow-ups"*

---

## Business Hours & Timing

### Business Hours Window
Default: 8:00 AM - 6:00 PM in the **contact's timezone**

If a follow-up is scheduled for 2:00 AM, it automatically shifts to 8:00 AM. The system uses the contact's timezone (TZInfo format, e.g., `America/New_York`).

### Weekend Handling
When "Skip Weekends" is enabled:
- Friday evening follow-ups → shift to Monday morning
- Saturday/Sunday → shift to Monday morning

### Holiday Awareness
The AI naturally avoids major holidays when in auto-schedule mode. You can also add explicit instructions:
```
Do not follow up on: Thanksgiving, Christmas Eve/Day, New Year's Day.
Reschedule any holiday follow-ups to the next business day.
```

---

## Do Not Contact (DNC) Protection

---

## Follow-Up Prompt Cookbook

Copy-paste these into your Oppy's prompt and customize:

### Conservative (First-Time Setup)
```
FOLLOW-UP RULES:
- Maximum 3 follow-up attempts
- Wait 3 days between each
- Respect business hours (8am-6pm contact timezone)
- Skip weekends
- First follow-up: reference something specific from our conversation
- Second: share one useful piece of information (market data, resource)
- Third: simple "Hi [name], still thinking about [topic]?"
- After 3 attempts with no response: stop and close conversation
```

### Aggressive (High-Volume Outbound)
```
FOLLOW-UP RULES:
- Up to 7 follow-up attempts
- First 3: every 2 days
- Next 2: every 5 days  
- Final 2: every 14 days
- Before each follow-up, search the web for something relevant 
  to the contact's area or industry
- Vary tone: informative, then urgent, then casual, then creative
- After attempt 5, get very concise (just their name + question mark)
- After 7 with no response: stop
```

### Smart Re-Engagement (Cold Leads)
```
FOLLOW-UP RULES:
- Use auto-schedule (let AI pick timing)
- Before each message, check:
  1. Any new notes on the contact since last touch?
  2. Recent home sales near their address?
  3. Any market news relevant to their stated interests?
- Reference specific details from the original conversation
- After 3 touches, ask directly: "Should I stop reaching out, 
  or would you prefer I check back in a few months?"
- If they say "few months", schedule for 2.5 months out
```


The follow-up system has built-in protections:
- If someone says "stop," "unsubscribe," or "don't contact me" → follow-up automatically stops
- The contact gets tagged `dnc`
- The Oppy enters **standby mode** for that conversation
- An admin is notified
- The contact is marked in the system to prevent future outreach from ANY Oppy

---

## Common Scenarios

### Facebook Lead Ads at Scale (Citywide Realty Case Study)
One of the earliest Oppy campaigns ran through Citywide Realty using Facebook listing lead gen ads:
- **CPL:** ~$10 per lead
- **Volume:** ~200 leads generated
- **Qualified leads raised to human team:** 15-20 (7.5-10% qualification rate)
- **Key insight:** The Oppy would see a new lead come in, go to the website and learn about the listing BEFORE following up, then send a hyper-relevant first message. This speed + relevance got significantly higher engagement than generic auto-responses.
- **Why agents stopped using Facebook ads before:** *"The only reason people walked away from that is they can't keep up with the volume and sifting through junk leads. We could reintroduce that as a core strategy if we had this."* — Nicole, Example Agency

### Example Lending Team (Bridge Lending Outreach)
A bridge loan platform used Oppy for high-volume outbound to loan officers:
- **Volume:** 200-300 outbound calls per day
- **Result:** 3X improvement in qualified leads vs. their 5-person human AE team
- **Channels:** Voice + email + some SMS
- **Key feature:** Context shared between modalities — if the AI called and left a voicemail, then sent an email, then the person texted back, all the context was unified

### Example Realty Team (a competing AI platform Replacement)
a team in Denver had a backlog of leads and growing steady daily volume from a competing AI platform:
- **Problem:** *"Zero control except to turn it on or off. Very unnatural AI."*
- **Solution:** Created an Oppy with Follow Up Boss integration
- **Key feature:** FUB notes and metadata from a competing AI platform flow into Oppy, so follow-ups reference specific property interests and market data
- **Follow-up insight:** *"The Oppy will go search the internet, find details before it reaches out. Some follow-up messages are like 'hey, your neighbor's house just sold for 3% over asking yesterday' because it actually searched for recent sales near the contact's address."*


### Cold Lead Re-Engagement
*"I have 1,000 old leads who went cold. Can the Oppy re-engage them?"*

Yes:
1. Import contacts or sync from FUB
2. Enable follow-up on the Oppy
3. Select contacts → Bulk Message → Send initial outreach
4. The Oppy automatically follows up with non-responders
5. When someone responds, a real conversation begins

### Post-Event Follow-Up
*"We had a webinar with 1,500 registrants. How do we follow up?"*

1. Create an Oppy (or use existing) with webinar-specific prompt
2. Import registrant list
3. Send initial message: "Thanks for attending! Here's the free resource..."
4. Enable follow-up for non-responders
5. AI personalizes each follow-up based on whether they engaged, what they asked, etc.

### Ghost Lead Recovery
*"I talked to someone 3 weeks ago and they stopped responding."*

If follow-up is enabled, the Oppy has likely already been reaching out. Check the conversation to see what's been sent. If not, you can manually trigger a follow-up or ask the concierge to re-engage.

---

**[Back to Master Guide](https://app.oppy.pro/n/oppy-welcome-kit-master-guide)**