01
Detect pending milestones and tasks
The agent reviews the state of your processes and identifies stuck tasks, deadlines and waiting points that affect delivery.
Operational follow-up
Many deliveries slip due to small tasks nobody is chasing: a signature, a confirmation, a document. The agent detects those pending milestones, contacts the people involved with the right frequency and escalates blockers to the owner with full context, so processes keep their pace without consuming team calendar time.
How this flow works
02
Trigger follow-up actions
It sends reminders and status checks through the defined channels, adjusting tone and frequency to the type of process.
03
Escalate blockers with context
When there is no answer or the case needs intervention, it escalates to the owner with full history and the suggested action.
What changes in the operation
Fewer silent operational delays
Pending tasks stop stacking under the radar and are addressed before they impact customer milestones.
More predictable execution
Processes keep the expected rhythm thanks to automated controls that don't rely on the team's daily calendar.
Less manual coordination between people
The team stops spending time chasing statuses and can focus on cases that need real decision-making.
Disciplined escalation of blockers
Critical cases escalate according to defined criteria, with enough context for the owner to decide without rebuilding history.
Frequently asked questions
Can timing vary per flow?
Yes. You can configure intervals, windows and escalation criteria specific to each process type or customer segment.
Does it support multi-channel follow-up?
Yes. Voice and email can be combined in the same sequence, choosing the right channel for each stage of the process.
Keep processes moving without chasing tasks by hand
Define automatic reminders, status checks and controlled escalation for pending tasks that are blocking deliveries or customer milestones.