Client Onboarding Follow-up
Autonomy-gated WhatsApp welcome to new CRM contacts inactive 3 days after signup.
What this agent does
Autonomy-gated WhatsApp welcome to new CRM contacts inactive 3 days after signup.
How to activate it
Client Onboarding Follow-up is part of the S.C.A.L.A. fleet of autonomous agents. You activate it straight from your dashboard: pick the agent, set its tone and autonomy rules, and it goes live on WhatsApp, email and web. No technical setup — the agent has persistent memory and uses your connected tools (calendar, CRM, payments) to take action, not just answer.
- 1Activate Client Onboarding Follow-up from your S.C.A.L.A. dashboard.
- 2Connect your tools (WhatsApp, email, calendar, CRM).
- 3Set the autonomy level and let it run 24/7.
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