Interest Checker
The Interest Checker workflow re-engages inactive leads by sending a message, classifying their response with AI, and taking automated follow-up actions based on the result.
How it works
1. Send an interest check message
The workflow sends a message asking the lead to reply with a number indicating their current status:
Hi {{contact.firstName}},
You reached out to us about our [product/service] some time ago.
Just reply with the number that best describes your situation:
1 - Yes, I'm still interested
2 - Not right now, but maybe later
3 - I've already found a solution
4 - Not interested, but keep me updated
5 - Please remove me from your contact list
The workflow then waits for the contact's response.
2. AI classification
The AI classifies responses into categories:
| Response type | Classification |
|---|---|
| Clear positive interest, no questions | Interested (No Question Asked) |
| Positive interest with questions | Interested (Question Asked) |
| "Not now", "maybe later", "found a solution" | Not Interested (Future OK) |
| "Don't contact me", explicit opt-out | Not Interested (Do-Not-Disturb) |
| Ambiguous or unclear | Interest Unknown |
The AI handles both numeric replies (matching the numbered options) and natural language responses.
3. Automated follow-up actions
| Classification | Lead stage | Action |
|---|---|---|
| Interested | Reactivated | Send template message to engage |
| Not Interested (Future OK) | Rejected | Send acknowledgment message |
| Not Interested (DND) | Do-Not-Disturb | Send acknowledgment, toggle Do-Not-Disturb ON |
| Interest Unknown | To Handle By Human | Send reminder to your team for manual follow-up |
All lead records are created in the Leads Management (AI) pipeline.
Video walkthrough
Evaluate AI classification accuracy
Run the campaign manually
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Select the contacts you want to target.
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Add them to the Interest Checker workflow.
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Configure batch settings:
- Batch size: 1
- Interval: 5 minutes
- Days: Monday–Sunday
- Time window: e.g., 10:00 AM – 9:00 PM
Slower batch processing reduces the risk of triggering WhatsApp spam filters.
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Monitor progress on the Bulk Actions page.
Customise the message
- Open the Interest Checker workflow in the editor.
- Edit the Send WhatsApp action containing the initial message.
- Save and test with a test contact.
Filter leads by classification
After the campaign, filter leads on the Leads page using:
| To find | Filter |
|---|---|
| Interested leads | Title contains "Interest Checker" AND Stage = "Reactivated" |
| Not interested (future OK) | Title contains "Interest Checker" AND Stage = "Rejected" |
| Do-Not-Disturb | Title contains "Interest Checker" AND Stage = "Do-Not-Disturb" |
| Needs manual follow-up | Title contains "Interest Checker" AND Stage = "To Handle by Human" |