Step by step

How to automate quote follow-ups on WhatsApp

Quick answer

To automate quote follow-ups, tag everyone who received a proposal in WhatsApp Business and set up a quick reply for the follow-up, for free. So the follow-up goes out without anyone having to remember, CertuAI's AI agent tracks every quote you send and reaches back out within the time you set.

About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent

The quote goes out, the customer reads it and disappears. Following up is the task that gets dropped most often. You can organize this for free with labels, and you can have the follow-up happen on its own with an AI agent.

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Updated on September 23, 2026 · Written by Bernardo Villela, CEO of CertuAI · Florianópolis (SC) · CertuAI serves all of Brazil

Summary in 7 facts

Following up is the task that gets dropped most often.
You can organize this for free with labels, and you can have the follow-up happen on its own with an AI agent.
Quick answer To automate quote follow-ups, tag everyone who received a proposal in WhatsApp Business and set up a quick reply for the follow-up, for free.
So the follow-up goes out without anyone having to remember, CertuAI's AI agent tracks every quote you send and reaches back out within the time you set.
Three things, and you probably already have almost all of them.
Estimated time: a few minutes Difficulty: easy, no coding required Steps: 4 The WhatsApp number your business already usesThe number is yours and stays yours.
There are 4 steps in CertuAI: Tag your quotes with a label, Set up a follow-up quick reply, Set the follow-up schedule with the agent, and Connect your number and keep an eye on it.

By the numbers

Number	What it means
4 steps	There are 4 steps in CertuAI: Tag your quotes with a label, Set up a follow-up quick reply, Set the follow-up schedule with the agent, and Connect your number and keep an eye on it.

How to automate quote follow-ups on WhatsApp?

What do you need before you start?

Three things, and you probably already have almost all of them.

Estimated time: a few minutes
Difficulty: easy, no coding required
Steps: 4

The WhatsApp number your business already usesThe number is yours and stays yours. CertuAI connects the contact your customers already know, with no SIM swap and no new account.
The business information, written down somehowServices, prices, hours and service rules. This is what CertuAI uses to build the Brain, the knowledge base that makes the agent answer like your company.
A CertuAI accountYou create the account at certu.com.br, connect your WhatsApp and the AI learns from your conversations.

How to make quote follow-ups automatic?

There are 4 steps in CertuAI: Tag your quotes with a label, Set up a follow-up quick reply, Set the follow-up schedule with the agent, and Connect your number and keep an eye on it.

Step 1 of 4
Tag your quotes with a label
In the WhatsApp Business app, create a label for quote sent and apply it to every conversation that received a proposal. It's free and keeps the pending ones visible.
Step 2 of 4
Set up a follow-up quick reply
Still in WhatsApp Business, save a short, polite text for picking the conversation back up, called up with a shortcut, instead of typing it all again each time.
Step 3 of 4
Set the follow-up schedule with the agent
In the CertuAI builder, say after how many days the follow-up should go out and in what tone. The agent applies that schedule to every quote sent.
Step 4 of 4
Connect your number and keep an eye on it
Connect your usual WhatsApp to CertuAI. The agent starts picking up stalled conversations on its own, stops pushing people who already replied, and logs every follow-up in the included CRM.

Result when you finish

Connect your usual WhatsApp to CertuAI. The agent starts picking up stalled conversations on its own, stops pushing people who already replied, and logs every follow-up in the included CRM. This is the expected result of this CertuAI guide.

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How to track sent quotes for free?

A follow-up is the message that picks back up with someone who received a proposal and didn't reply. You can set up a simple tracking system today.

Create the quote-sent label

In WhatsApp Business, tag every conversation that received a proposal. The list of who is pending is visible in one tap.

Save the follow-up quick reply

Have a short, polite text ready for following up. You call it up with the shortcut instead of typing it again.

Set a fixed time each week

Set aside a moment to go through the label and send the follow-ups. It's manual, but it works and costs nothing.

Why does manual follow-up end up falling through?

The label reminds you who is pending, but not when. Each quote has its own timing, and checking that conversation by conversation competes with the day's customer service.

In a busy week, the follow-up is the first thing pushed to later. And later tends to become never.

An AI agent treats this as routine: it knows who received a proposal, waits the time you set, and reaches back out with a message that makes sense for that case. If the customer replies, it continues the conversation.

What do you control in the follow-up schedule?

The waiting time

You say after how many days the follow-up should go out. The agent follows that schedule on every quote.

The tone of the message

Polite, direct or casual. The follow-up goes out in the style that fits your business.

The automatic stop

Anyone who replies or closes drops out of the schedule. No one gets a nudge after already replying.

The log in the included CRM

Every follow-up is saved in the contact's history, with the stage updated, without you writing anything down.

How do I get started on CertuAI?

You build the agent, connect WhatsApp and see it working before any customer talks to it. CertuAI has no lock-in and no setup fee.

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Frequently asked questions

The questions that come up before putting an agent live.

Can I track quotes with WhatsApp Business alone?

Yes. Labels show who received a proposal and quick replies shorten the follow-up. What's missing is someone remembering to go through the list.

How long does the agent wait before following up?

Whatever time you set in CertuAI. The schedule applies to every quote, so you don't have to keep track conversation by conversation.

What if the customer has already replied?

They drop out of the schedule. The agent only picks up with people who actually went quiet.

Does the follow-up feel automated?

It's written with the context of that conversation and in the tone you set, so it reads like a normal pick-up of the conversation.

Do I need another system to track this?

No. The CRM is included in CertuAI plans, and every follow-up is saved in the contact's history with the stage updated.