Manage nurture follow-ups from Chat
Review a contact’s nurture settings or follow-up queue, request a supported change, and confirm the exact action.
Review contact settings or follow-ups#
Try “Show the nurture settings for Jordan Lee,” “Why is this contact paused?” or “List the open follow-ups for Jordan.” The open queue can include draft-ready, approved, scheduled, and generating items. Ask for a date range or status when you want a narrower list.
For a contact, Chat can change whether nurture is enabled, the custom minimum or maximum days between follow-ups, lead role (buyer, seller, both, or none), lead stage, and the lead brief. These are the fields available for a contact settings update. Ask Chat to retrieve current property details if you want enrichment; do not treat that request as a manual edit to property fields.
Buyer search criteria and seller property details are managed from the contact’s Nurture tab in People. Chat can request property enrichment, but it does not provide a Chat action for editing buyer search criteria or seller property fields. See Add buyer searches to a contact and Add a seller property to a contact.
Act on a touchpoint#
After choosing a touchpoint, you can ask Chat to approve, pause, skip, delay, schedule it for a date and time, or generate its draft now. Chat stages these actions for confirmation. When approving a touchpoint, review its linked draft because approval can send that nurture email. Check the person, touchpoint, and requested timing before confirming. If you need a different touchpoint, cancel and choose again. See Approve and send a nurture draft.