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Keep planned follow-ups visible, even after automatic replies

Keep planned follow-ups visible, even after automatic replies

You send a customer a message and then set a follow-up date. An out-of-office reply arrives afterwards. If that topic has an automatic close action attached to it, the action must not override your planned follow-up. AnswerPal therefore protects the ticket against automatic closure.

An out-of-office reply must not close your planned follow-up

For example, an account manager emails a proposal and plans to contact the customer again the following week. Shortly afterwards, AnswerPal receives an absence message and recognises it as the ‘Out of office’ topic.

Your team has linked an action to that topic that normally closes these tickets automatically. This ticket, however, has a planned follow-up. The safeguard blocks the automatic close action: the ticket stays open and remains available for further handling.

The automatic close action respects your follow-up

The safeguard intervenes when an automated action tries to close the ticket. AnswerPal takes the planned follow-up into account, even if the incoming message causes the follow-up date to disappear from the active date field. This preserves your intention to contact the customer again later.

This is particularly useful when you handle topics such as out-of-office replies automatically. You can keep that workflow while protecting tickets with a planned follow-up against the automatic close action.

Plan the next step on the ticket

After sending your message, set the desired follow-up date using the calendar icon on the ticket.

Date and time fields with Save, Clear and Cancel for the follow-up date
Adjust the follow-up date in the date editor. Save stores your choice; Cancel leaves the ticket unchanged.

Your team can then continue handling the ticket and deliberately close it once the request has been resolved. The safeguard prevents an automatic close action from making that decision prematurely.

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Contact

For all support, sales, and partnership inquiries, email us at info@answerpal.eu

AnswerPal
Bisschoppenhoflaan 380
2100 Antwerp
Belgium

+32.36416685

BE 0862.692.858