Track customer follow-ups and flag contacts who haven't been reached in too long. Use when the user says "who needs follow-up", "overdue follow-ups", "who haven't I contacted", "check follow-ups", "follow-up reminders", or wants to see which customers need attention.
Identify contacts and opportunities that need follow-up based on last activity date and deal stage.
bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" METHOD "/api/v2/ENDPOINT" '[BODY]'
bash "${CLAUDE_PLUGIN_ROOT}/scripts/wasender-api.sh" METHOD "/api/ENDPOINT" '[BODY]'
If either script returns "error":"not_configured", tell the user to run /setup to configure their API credentials.
Get overdue tasks.
bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/tasks?search=status%20%3D%3D%20%22pending%22%20and%20end_date%20%3C%20TODAY&limit=50"
Get active opportunities.
bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/opportunities?search=status%20not%20in%20%5B%22closed_won%22%2C%22closed_lost%22%5D&limit=100"
For each, check the activity log:
bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/activity-logs?related_to={opportunity_id}&limit=5"
Apply follow-up rules based on deal stage:
| Stage | Max days since last contact | Urgency |
|---|---|---|
| new | 1 day | CRITICAL — respond ASAP |
| contacted | 3 days | HIGH — maintain momentum |
| viewing | 2 days | HIGH — get feedback or schedule |
| offer | 1 day | CRITICAL — deals can slip |
| negotiation | 2 days | CRITICAL — keep it moving |
Present the follow-up list sorted by urgency:
FOLLOW-UP NEEDED ({count} contacts)
CRITICAL
- {Contact Name} — {Stage} — last contact {X} days ago
Deal: {Property/opportunity summary}
Suggested: {call / WhatsApp / email}
HIGH
- {Contact Name} — {Stage} — last contact {X} days ago
Deal: {Property/opportunity summary}
DUE SOON
- {Contact Name} — due for follow-up tomorrow
Offer actions:
When the user picks a contact to follow up with, offer to:
bash "${CLAUDE_PLUGIN_ROOT}/scripts/wasender-api.sh" POST "/api/send-message" '{"to":"{phone}","text":"{message}"}'
bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" POST "/api/v2/tasks" '{"subject":"Follow up with {name}","end_date":"{date}","contact":"{id}","task_type":"follow_up"}'