Who to call today, and why
Prepares your follow-ups every day: which customers to get back to, why and what’s at stake. With the WhatsApp ready to send.
Sarah MillerKM19 TRXNot contacted£281.60at stakeMOT due in 6 daysDid her last MOT with you and has no booking yet.Send WhatsApp
James WalkerLV21 ZYXEnquiry£475.20at stakeEstimate not answeredOpened the estimate twice and hasn’t replied.Send WhatsAppYour follow-ups, ready every day
In the CRM, click “Follow-up with the AI Assistant”.
- 1
See who to prioritise
At the top, today’s tip on which customer to start with, plus a summary of active, scheduled and postponed follow-ups.
- 2
Understand why
Each card shows the reason —MOT due, overdue service— and why the agent suggests that follow-up.
- 3
Message in one click
Send WhatsApp opens the message with the template and the customer’s details already filled in.
- 4
Schedule or postpone
From the card menu: book an appointment, postpone 7 days, 15 or a month, or change the status.
Customers who come back, without chasing
No customer forgotten
MOT and service due dates show up on the right day.
Value at stake, at a glance
What open opportunities add up to and what you’ve recovered in the last 4 weeks.
Messages ready
Meta-approved templates with the variables already filled in.
Consent only
Only customers who have signed the notification consent are included.
Scheduled and postponed follow-ups come back to your list on the right day, and everything sent to the customer is kept in their record, under Communications.
It lives in your CRM
The agent works on your Cafler OS customers and vehicles. And when the customer replies on WhatsApp, the WhatsApp agent picks up the conversation.
Try it in your workshop
15 days free. Or book a visit and we’ll show it to you in your own workshop.
One agent in every module
Every Cafler OS module has its own agent, and the chat brings them all together. They step in on the screen you’re already working on, and you decide.
