Improving Client Follow-Up Workflow to Avoid Ghosting | Lindy Community

Improving Client Follow-Up Workflow to Avoid Ghosting

Is there a better way to structure this? Scenario: A customer misses a scheduled consultation call. Lindy follows them up via email to rebook a call. Issue: Lindy sends the first email but when the client replies Lindy does nothing. The Task run says Conditions are not met so she continues to 'Observe' the task. Question: What is stopping Lindy from continuing to converse with the client? And is there a better way to structure the workflow so she does not 'ghost' them?

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7 comments

Marvin A.
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yeah your Lindy doesnt know it got a reply :)
Marvin A.
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check out this Lead Outreacher Template it will give you an idea on how to make this work reliably :)
Marvin A.
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also helpful → https://www.lindy.ai/academy-lessons/outreach-101
Chris E.
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Marvin A. the Outreacher template is a very structured sequence (of which we have dozens setup in ActiveCampaign). What we're after is a conversational Agent to liaise with clients just the same as a human would - responding and acknowledging to email updates and continuing until the objective is met (ie. document collected). The Lindy does know it got a reply. It is in the Task pane. It's just not responding to the reply.
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Chris E.
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Marvin A. I've now restructured it to add a gmail label on the first pass through. Subsequent emails should now meet a (new) second condition which checks for this label. But the conditions still fail. These Agents are the big drawcard for us to move from Zapier to Lindy for most of our automations but buggy Google Sheets triggers and Conditions that should clearly work are holding us back.
Marvin A.
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hey chris! thanks for sharing. can you share the task url? happy to do a quick deep dive into this
Marvin A.
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How to share your Lindy task URL: 1. Click your Lindy agent → click “tasks” 2. Find the task you need help with 3. Click the specific task (you should see the full execution) 4. Copy that page URL from your browser 5. Paste the URL in your support request Note: The URL should include “conversationID” followed by a number 💡 Screenshots are also helpful!