Sogomatic: messaging features and setup

Overview

Sogomatic is relevant to follow-up processes where an inquiry, quote, or payment status should trigger an action at the right time. In this kind of automation, the stop condition matters as much as the trigger: a customer who has already replied or paid should not keep receiving reminders. Define which system provides the current status and who can change the follow-up sequence. Since the offering also includes implementation services, clarify what the team will be able to maintain independently after handover.

Features

• Automated follow-up on inquiries and quotes
• WhatsApp workflows with AI bots
• API integrations for collections and service processes

Business uses

• A follow-up reminder for a quote that has not yet received a response
• Sharing payment status with the service team without a manual search

Getting started

• Choose an existing follow-up process and define what counts as a response that stops reminders.
• Build a test with one open quote and one quote that has received a response. Check that the reminder goes only to the case that still needs attention.
• Update the payment status in the source system shortly before a reminder is due. Check that the information refreshes and stops the message in time.

What to check

• Clarify which parts can be edited independently and which require work from the provider.
• Check that an up-to-date payment status stops reminders instead of relying on an outdated list.