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Use case / Automation

Reminders and Follow-up

Send timely appointment, renewal, or service reminders and direct responses to the appropriate next step.

Workflow

Typical process.

  1. 01Identify customers due for follow-up
  2. 02Send an approved reminder
  3. 03Capture confirmation, reschedule, or opt-out
  4. 04Update the source system and escalate unresolved cases

Technology

Typical building blocks.

01

SimplAI or Kore.ai

02

Scheduling or policy system

03

Voice, WhatsApp, SMS, and email

04

CRM

Next step

Assess this use case.