How Does Bika.ai Help with Follow-ups?
Bika.ai offers multiple ways to automate follow-ups and task reminders through its flexible automation engine. Whether you’re managing internal team actions or external client communications, here are some useful actions you can use:
Task & Workflow Follow-ups
• Create Mission – Automatically create a task and assign it to specific members, roles, or teams. https://bika.ai/help/reference/automation-action/create_mission
• Create Record – Log a follow-up action in a designated database. https://bika.ai/help/reference/automation-action/create_record
• Update Record – Modify records based on follow-up status, notes, or new details. https://bika.ai/help/reference/automation-action/update_record
Notification-Based Follow-ups
• Send Email – Automate personalized follow-up emails to clients or team members. https://bika.ai/help/reference/automation-action/send_email
• Send Report – Deliver summary reports to stakeholders at a set frequency. https://bika.ai/help/reference/automation-action/send_report
• Send Message to WeCom / Feishu / DingTalk / Telegram – Notify via chat groups for internal or client-side reminders.
• WeCom: https://bika.ai/help/reference/automation-action/wecom_webhook
• Feishu: https://bika.ai/help/reference/automation-action/feishu_webhook
• DingTalk: https://bika.ai/help/reference/automation-action/dingtalk_webhook
• Telegram: https://bika.ai/help/reference/automation-action/telegram_send_message
External Follow-up via API
• Send HTTP Request – Trigger external systems (e.g., CRMs, call tools) to log or initiate follow-up steps. https://bika.ai/help/reference/automation-action/webhook
If you have a specific follow-up scenario in mind, feel free to share it in our community for tailored advice: https://community.bika.ai