> ## Documentation Index > Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy. > Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar. > Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar. > Nunca peça nem repita senhas, tokens ou dados pessoais de clientes. # Follow-up sequences > Build automatic sequences of WhatsApp messages and tasks for leads, with triggers, sending window, stop on reply and AI suggestion. A sequence is a series of stages that runs on its own for each lead: it waits for a while, sends a WhatsApp message or creates a task for the salesperson, waits again and so on. ## When to use * Resume contact with leads who stopped replying. * Standardize the approach to new leads, with messages and tasks on the right days. * Remind the salesperson to call or send material after some time. ## Before you start * Have a connected [official WhatsApp](https://docs.notfy.ai/en/configuracoes/integracao-whatsapp-oficial.md) integration. Each number can have only one sequence. * For messages outside the WhatsApp 24-hour window, have an approved [message template](https://docs.notfy.ai/en/cadastros/modelos-mensagem.md). * Have permission to edit general settings. > [!NOTE] > > Sequences are in **General Settings** and are not available for companies in the Service segment. ## Where to find it Go to **Settings**, **General Settings**, **Follow-up Sequences** tab, **Sequences by WhatsApp Number** section. Click **Add Sequence by Integration**. ## Create a sequence **1. Choose the number** In **WhatsApp integration**, select the number. Only numbers that do not have a sequence yet appear. The **Sequence Name** is filled in automatically and you can change it. **2. Define the behavior** Keep **Stop when the lead replies** on, which is the recommended option: the lead's reply ends the automation and the salesperson takes over. **3. Configure the sending window** Adjust **Send from** (default 08:00), **Send until** (default 20:00) and **Send on weekends**. Stages that would fall outside the window wait for the next allowed time. With weekends off, they move to Monday. **4. Build the stages** In **Stages**, click **Add stage** and configure each one (see below). You can reorder, duplicate and collapse the stages. **5. Activate and save** Keep **Active Sequence** on and save the page. When it is off, no stage fires and new leads do not enter. ## Fields of each stage | Field | How it works | | :- | :- | | **Start trigger** | **After the previous stage (Sequential)**, **When the lead is created** or **When the lead enters a stage**. | | **Pipeline Stage** | Appears when the trigger is entering a stage. Choose the [pipeline](https://docs.notfy.ai/en/atendimento/kanban.md) stage. | | **Time without interaction (hours)** | How many hours to wait, from the trigger or the previous stage, before running the action. Default 24. | | **Action** | **Send WhatsApp** or **Create task**. | | **Message Template** | Template of the chosen number. Optional if you write the free message. | | **Message (free text)** | Used when no template is chosen. | | **Task title** and **Task script** | For the action of creating a task for the lead's owner. | | **Active stage** | Lets you turn off a stage without deleting it. | > [!WARNING] > > The sequence needs at least one active stage with the **When the lead is created** or **When the lead enters a stage** trigger. Without it no lead enters the sequence and the system does not allow saving. ### Variables in messages * **Free text:** use `{nome}`, `{nome_completo}` and `{empresa}`. Unknown variables are removed, so nothing is left with visible braces for the lead. * **Official templates:** sending fills `{{1}}` with the lead's name, `{{2}}` with the current date, `{{3}}` with the lead's appointments for the day and `{{4}}` with the company name. ## How the sequence runs * **Entry:** the lead enters when it is created or when it reaches the chosen pipeline stage. Leads in won or lost stages do not enter. * **Re-entry:** if the lead enters the same sequence again, the previous run is interrupted and the new one starts. * **Message:** when there is a conversation with the lead, the message appears in the [Chat](https://docs.notfy.ai/en/atendimento/chat.md) history as an automatic message. * **Task:** the task goes to the lead's owner, who receives a notification. If an identical pending task already exists, it is not duplicated. * **Stop:** the sequence stops when the lead replies (if the option is on), when the conversation is finished or when the lead is won or lost. > [!WARNING] > > With official WhatsApp templates, Meta only delivers free messages within the 24-hour window. Outside it, use an approved template. ## Build with AI help In the **Stages** section, the **Build with AI** button asks for the **Niche / segment** and the **Sequence objective** and suggests a complete sequence. Review before saving: the screen tells you how many stages were created. In each message or task stage, the **Generate with AI** hint writes the text from the **Objective of this stage**. The AI must not mention values or times that are not in the base message, and these features consume credits. ## Frequently asked questions > [accordion] I cannot choose the number I want. > > It already has a sequence, or it is not an official WhatsApp integration. Edit the existing sequence. > [accordion] The message was not sent at the time I expected. > > Check the sending window, the weekend setting and the stage's waiting time. The message only goes out within the window, in the company's time zone. > [accordion] Can I have several entries in the same sequence? > > Yes. Each stage with a start trigger is an entry point. A sequential stage only runs after the previous one. > [card] [Automatic AI follow-up](https://docs.notfy.ai/en/ia/follow-up-automatico.md) > > Tasks created by the AI. > [card] [Message templates](https://docs.notfy.ai/en/cadastros/modelos-mensagem.md) > > Create the templates used in the stages. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.