When Follow-Ups Are Sent (Sending Window)
| Feature Availability | User Permissions | Business Type | Time to Complete | Skill Level |
|---|---|---|---|---|
| All plans and the free trial | Admin changes the window; all roles can view it | All business types | About 5 minutes | Beginner |
Summary
Overview: Pippin sends scheduled follow-ups only inside your Follow-up sending window, so leads aren't messaged in the middle of the night. A follow-up that comes due outside the window waits for the next opening. Replies to a customer who just wrote to you are never held back by the window.
Prerequisites:
- At least one follow-up sequence. See How to Create a Follow-Up Sequence.
- To change the window, you must be the Admin.
How Pippin Decides
When a follow-up step comes due, Pippin checks these things in order:
- Can the lead still be followed up? The sequence stops if the lead opted out, was marked won or lost, was archived, or asked to pause or stop follow-ups.
- Is the workspace active? If your workspace is read-only, nothing is sent and the sequence is paused.
- Has someone taken over? If a person has paused the AI on the conversation, the sequence is paused. Resuming the AI resumes the schedule. If the lead has replied since the sequence started, the sequence stops.
- Is a quote waiting for review? If the lead has a quote in the Review Queue, the follow-up waits. The conversation shows "Follow-up N held — waiting on a quote in the Review Queue". If nobody acts on the quote, Pippin skips that step and moves on.
- Is it inside the sending window? If the current time in your window's Timezone is outside From and To, the follow-up is moved to the next time the window opens.
- Pippin then writes and sends the follow-up. If its wording includes a price that isn't in your knowledge base, a firm date or meeting time, or a promise, it waits in the Review Queue instead.
The first message of a sequence follows the same rule. When you start a sequence outside the window, the first message goes out when the window next opens.
Limits
- The window applies only to scheduled follow-ups. Pippin's replies to incoming messages, web chat and voice calls are not affected.
- One window applies to the whole workspace and every sequence.
- The window doesn't move the end of a sequence. When the wait after the last step runs out, the sequence ends at that time, inside or outside the window, because nothing is sent.
- From and To can't be the same time.
- A window can run overnight, for example from 8:00 PM to 6:00 AM.
- Around daylight-saving changes, the opening time may be off by up to an hour.
- If you've never changed it, the window is 8:00 AM to 8:00 PM, Asia/Manila time.
Step-by-Step Instructions
Step 1: Open the sending window
- Go to Sequences.
- Find the Follow-up sending window card, to the right of your sequences (below them on a narrower screen).
Step 2: Change the window (Admin)
- Set From to the earliest time follow-ups may go out.
- Set To to the latest time.
- Choose your Timezone, for example Asia/Manila.
- Select Save window.
Other roles can see the window but can't change it.
Verify It Worked
Success criteria:
- You see "Sending window updated."
- The card shows your new times.
- A follow-up that comes due outside the window shows its next send time at the next opening.
Troubleshooting
Common errors
- "Start and end can't be the same time — that would leave no window to send in.": From and To match. Fix: change one of them.
- "Could not update the sending window.": the save failed. Fix: try again.
- "Couldn't load the sending window.": the card couldn't load. Fix: click Retry.
- Save window is greyed out: you haven't changed anything, or the times match.
- You can't edit the fields and see Only client admins can change the sending window.: you aren't the Admin. Fix: ask your Admin.
- A follow-up didn't go out at the expected time: it may be outside the window, waiting on a quote, or the sequence may have stopped. Fix: check the lead's conversation and the sequence's leads list.
Limitations & considerations
- Times are in the window's Timezone, not your computer's time zone.
Next Steps & Related Resources
- Next steps:
- How to Set the Follow-Up Sending Window
- How to Create a Follow-Up Sequence
- Related articles:
- How to See Who Is on a Sequence and Why It Stopped
- Why Didn't My Follow-Up Go Out?
- Why Some Replies and Follow-Ups Wait for Approval
- What Happens When a Customer Opts Out
Need more help? For more information and assistance, please send an email to support@pippify.ai.
Last Updated: 10/15/2026