| name | followups |
| description | Track sent messages awaiting responses across communication channels |
| compatibility | Designed for Vellum personal assistants |
| metadata | {"emoji":"📨","vellum":{"display-name":"Followups"}} |
Track messages sent on external channels (email, Slack, WhatsApp, etc.) that are awaiting a response.
Lifecycle
Each follow-up moves through these states:
- pending -- waiting for a response
- overdue -- past the expected response deadline with no reply
- nudged -- a reminder was sent after becoming overdue
- resolved -- a response was received or the follow-up was manually closed
Auto-Deadline
When expected_response_hours is set, the follow-up automatically becomes overdue after that window. If a contact_id is provided, the contact's importance score can inform grace period decisions.
Resolution
Follow-ups can be resolved in two ways:
- By ID -- resolve a specific follow-up directly
- By conversation -- provide channel + conversation_id to auto-resolve all matching pending follow-ups (useful when a response arrives on a conversation)
Tips
- Use
followup_list with overdue_only: true to find conversations that need attention.
- Attach a
reminder_schedule_id to link a recurring reminder schedule to a follow-up.
- Filter by channel, status, or contact to narrow results.