> ## Documentation Index
> Fetch the complete documentation index at: https://help.odia.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Follow-ups

> Automated reminders to follow up with travel agents after sending Journeys. Never forget to check in on pending work.

## Overview

<Note>
  Follow-ups are automated reminders that Odia creates when a Journey sits in "Sent" status without a response. Instead of manually tracking which Journeys need attention, the system monitors sent Journeys and nudges you when it's time to check in with the travel agent. No emails are sent automatically — follow-ups are internal reminders for your team.
</Note>

<CardGroup cols={2}>
  <Card title="Automatic Creation" icon="wand-magic-sparkles" color="#5D4CFE">
    Follow-ups are created by the system — no manual setup needed. When a Journey stays in "Sent" status for too long, a follow-up reminder appears automatically.
  </Card>

  <Card title="Urgency Escalation" icon="triangle-exclamation" color="#F59E0B">
    The longer a follow-up goes unresolved, the more urgent it becomes. Visual indicators escalate from standard to critical so nothing slips through the cracks.
  </Card>

  <Card title="Dashboard Visibility" icon="gauge" color="#22C55E">
    Your pending follow-ups appear directly on your dashboard, giving you a clear view of which Journeys need attention today.
  </Card>
</CardGroup>

## When Do Follow-ups Appear?

Follow-ups are created based on how long a Journey has been sitting in "Sent" status without a response. The system checks daily and creates reminders on a predictable schedule.

<Steps>
  <Step title="Journey Sent" icon="paper-plane">
    You publish and send a Journey to a travel agent. The Journey status moves to "Sent."
  </Step>

  <Step title="10-Day Wait" icon="hourglass-half">
    The system monitors the Journey. If 10 days pass since it was last published or sent and the status is still "Sent," a follow-up is created.
  </Step>

  <Step title="First Follow-up Created" icon="bell">
    Follow-up #1 appears on your dashboard and in the Follow-ups tab. You can now take action — send an email or mark as done.
  </Step>

  <Step title="Follow-up Resolved" icon="circle-check">
    You resolve the follow-up (mark as done). The system notes the resolution date.
  </Step>

  <Step title="7-Day Cycle" icon="rotate">
    If the Journey is still in "Sent" status, the system waits 7 days after the previous follow-up was resolved, then creates the next follow-up. This cycle continues until the Journey moves forward.
  </Step>
</Steps>

<Tip>
  The first follow-up appears after **10 days**. Every follow-up after that appears **7 days** after the previous one was resolved. This gives you a consistent rhythm for checking in on pending Journeys.
</Tip>

## Where Do You See Them?

<CardGroup cols={2}>
  <Card title="Dashboard Widget" icon="gauge" href="#dashboard-widget">
    Your personal follow-up overview on the dashboard. Shows only follow-ups for Journeys you own, so you see exactly what needs your attention.
  </Card>

  <Card title="Follow-ups View in Journeys" icon="list" href="#follow-ups-tab">
    A dedicated view within Journeys with the full list of follow-ups. Includes search and filtering by status: All, Done, Overdue, and Pending.
  </Card>
</CardGroup>

### Dashboard Widget

The dashboard widget gives you a quick snapshot of your pending follow-ups. It shows follow-ups only for Journeys that you own, so each team member sees their own workload. Use this as your daily starting point to decide which Journeys need attention.

### Follow-ups Tab

The Follow-ups view inside Journeys provides the complete list with more detail. Filter by status to focus on what matters:

* **All** — Every follow-up regardless of status
* **Pending** — Follow-ups waiting for your action
* **Overdue** — Follow-ups that have gone past their due window
* **Done** — Resolved follow-ups

## Urgency Levels

Follow-ups escalate in urgency the longer they go unresolved. Visual indicators help you prioritize which follow-ups to handle first.

| Level   | Age      | Visual                             |
| ------- | -------- | ---------------------------------- |
| Due     | 0–3 days | Outline warning badge              |
| Overdue | 4+ days  | Red badge showing "X days overdue" |

<Tip>
  Follow-ups that are 8+ days old display with an exclamation mark to draw extra attention. Prioritize these to maintain strong agent relationships.
</Tip>

## Actions You Can Take

When a follow-up appears, you have two options.

<CardGroup cols={2}>
  <Card title="Send an Email" icon="envelope" color="#5D4CFE">
    **Reach out directly to the travel agent:**

    1. Click the email action on the follow-up
    2. A pre-filled email dialog opens addressed to the travel agent
    3. Review and edit the message before sending

    **When to use:** You want to send a written follow-up to the agent asking about the Journey status.

    **What happens next:** The email is sent. If you marked the follow-up as done, it closes and the system creates a new follow-up in 7 days if the Journey is still pending.
  </Card>

  <Card title="Mark as Done" icon="circle-check" color="#22C55E">
    **Close the follow-up and record that you've followed up:**

    1. Click "Mark as Done" on the follow-up
    2. The follow-up is closed
    3. The Journey status updates to "Followed Up"
    4. If the Journey remains pending, a new follow-up is created 7 days later

    **When to use:** You've already contacted the agent (by phone, in person, or another channel) and want to record that the follow-up happened.
  </Card>
</CardGroup>

## The Overall Flow

Here's the complete lifecycle of follow-ups, from sent Journey to resolution.

```mermaid theme={null}
flowchart TD
    A["📤 Journey Sent"] --> B["⏳ 10 Days Pass\n(No response)"]
    B --> C["🔔 Follow-up Created"]
    C --> D["📊 Appears on Dashboard"]
    D --> E{"Take Action"}
    E -->|"Send Email"| F["✉️ Email Sent to Agent"]
    E -->|"Mark as Done"| G["✅ Follow-up Closed"]
    F --> G
    G --> H{"Journey still\nin Sent status?"}
    H -->|"Yes"| I["⏳ 7 Days Pass"]
    I --> C
    H -->|"No"| J["🎉 Done!\nJourney moved forward"]
```

## Key Things to Know

<Tip>
  **No emails are sent automatically.** Follow-ups are internal reminders only. The system never contacts travel agents on your behalf — you always decide when and how to reach out.
</Tip>

<Warning>
  **Only one open follow-up per Journey at a time.** You won't be overwhelmed with multiple reminders for the same Journey. Resolve the current follow-up before the next one is created.
</Warning>

<Tip>
  **Follow-ups only exist for "Sent" Journeys.** If a Journey is in draft, confirmed, or any other status, no follow-ups are created. The system only reminds you about Journeys that are waiting for a response.
</Tip>

<Tip>
  **Each user sees their own follow-ups.** Follow-ups are based on Journey ownership. You only see reminders for Journeys you own, keeping your dashboard focused on your workload.
</Tip>

## Related Documentation

* [Journeys](/features/proposals) - Managing Journeys and understanding Journey statuses
* [Tasks](/features/tasks) - Creating and managing manual to-do items
* [Dashboard](/features/dashboard) - Your personal overview including follow-up widgets
* [Messaging](/features/messaging) - Communication tools for reaching travel agents