Follow-up after the meeting: the message cadence, temperature, and sending through WhatsApp

After a meeting, Hades drafts a cadence: a sequence of up to 5 touches (messages) for you to get back in contact, each with the day, the channel, the goal and the text already written from what was said on the call. You read it, change whatever you want and approve it. Approved touches show up in your Schedule on the right day. The WhatsApp ones can go out on their own, at the time you set, if you give a second OK. It's part of the Oracle plan or higher.

What needs to be ready

• Oracle plan or higher. On lower plans, the Follow-up card in the meeting shows a lock. If your company has the plan but your seat hasn't been promoted yet, the screen tells you, and whoever manages the account promotes it under Team.
• A meeting with a conversation in it. A meeting with fewer than two turns is too short, and Hades says so instead of drafting.
• For automatic sending: a WhatsApp connected to Hades (the company's or your own). Without one, follow-up still works, but manually: you copy and send each message. See connecting the company WhatsApp.

Step by step

1. If you haven't yet, log how the meeting ended (Won, Lost, Follow-up...). It changes the cadence: a won meeting turns into onboarding touches, close together; a lost one turns into touches spread far apart. See logging the outcome.
2. Click Calls in the left menu, then the Meetings tab, and open the meeting.
3. Click the Next steps tab. The Follow-up card is further down.
4. Click Draft follow-up. The button changes to Drafting the cadence... for a few seconds and the cadence screen opens on its own, titled The cadence I recommend. (If the meeting already has a cadence, it shows as Cadence drafted, tagged approved or waiting on you, and the button becomes Draft another cadence.)
5. Read the Why this cadence block: it's the strategy Hades came up with and, when there is one, the risk it saw.
6. Check the Prospect temperature block (explained just below). If you disagree, click Hot, Warm or Cold.
7. Review each touch. On each card you can change the channel, the day, the time, the goal and the message text. Click Save touch on each one you change. Copy message copies the text so you can paste it wherever you like.
8. At the bottom of the page, click Approve cadence. You'll see Cadence approved, the touches are in the calendar. Until you approve, none of this shows up in your Schedule.
9. For the WhatsApp touches to go out on their own, use the Automatic sending block, which only appears after you approve: fill in the time of every WhatsApp touch, check the Client's WhatsApp (with area code), pick the number under Send from number (if you have more than one) and click Confirm automatic sending.

The prospect's temperature

The temperature says how close to a decision the prospect is, and it's what sets which days the touches fall on. Hades looks in the conversation for seven signals, each with the line from the call that proves it (the line is checked against the transcript; a signal without proof doesn't count). It shows what it found in the block: five signals in favor, such as Next step with a date, Decision maker involved, Deadline or urgency, Asked for a proposal or price and Pain with a number, and two against: Postponed with no date and Open objection. The system adds up the points and decides the level, not the AI.

• Hot — touches close together: the first usually falls the day after the meeting, and the last within about 2 weeks.
• Warm — touches spread out: the first 2 to 3 days later, the last around day 40.
• Cold — touches far apart, no pressure: the first 4 to 7 days later, the last by day 60.
• If you already logged Won, the meeting starts out Hot; if you logged Lost, it starts out Cold, without looking at the signals. If the prospect gave a deadline ("I'll talk to my partners on the 10th"), the whole schedule moves forward until the first touch falls after it.
• If Hades didn't find a single readable signal, the cadence is left without a temperature: the days are the ones the AI picked, and the screen asks you to choose one.

To change it, click Hot, Warm or Cold. That recalculates only the touches that haven't been done yet; the ones that already went out don't change. The messages are not rewritten: if one mentions a timeframe ("I'll call you tomorrow"), edit the text. And if the cadence was already approved, it goes back to waiting on you and leaves the sending queue: check it and approve again.

When the cadence stops on its own

If the prospect replies on WhatsApp after you confirmed automatic sending, the touches that haven't gone out yet stop, and you get The client replied in the bell. On the cadence screen you'll see "The client replied. The next touches stopped until you re-approve." You're the one who re-approves: talk to the prospect and, if you want to resume, click Re-approve sending. Hades only sees WhatsApp replies on a connected number; replies by email or phone it can't see.

Where to see what's scheduled

• Calls → Follow-ups: the list of cadences, with one dot per touch (D3 is the day-3 touch), how many are done, the next one and a Mark touch done button. A cadence with an overdue touch goes to the top.
• Calls → Schedule: approved touches show up on the right day, next to your meetings, with the message ready.
• Inside the cadence: each WhatsApp touch in the queue shows Scheduled: goes out ..., Going out now., Sent automatically ..., or the reason if it didn't go out. To cancel one, click Take out of queue.
• Google Calendar: if your Google account is connected, each scheduled touch also lands there as a 15-minute reminder. See connecting Google Calendar.

If the meeting is linked to a client with an open deal, approving the cadence moves their card to the Follow-up stage. Hades only moves forward: a deal that was already in Proposal stays there.

If it didn't work

• "Follow-ups are part of the Oracle plan" — the card is locked. Check your plan under Plans, in your account menu.
• "This meeting is too short to turn into a cadence" — the conversation had fewer than two turns.
• "The AI couldn't draft it" — click Draft follow-up again. If it keeps happening, message us in the chat.
• "No WhatsApp connected" — automatic sending needs a connected number. Click Connect WhatsApp in the block itself, or do the follow-up manually with Copy message.
• "Fill in the time of every WhatsApp touch before confirming" — each touch's time starts blank on purpose. Fill it in on each card, click Save touch and confirm again.
• "A touch has a time in the past" — change the date or time of that touch.
• A touch stayed as a reminder and won't go out on its own — only a WhatsApp touch, with a message, with a time, within the next 60 days, goes out on its own. Email, phone and "Other" stay as reminders in the Schedule.
• I edited a touch and it left the queue — that's how it works: editing a scheduled touch takes it out of the queue, and you have to confirm sending again.
• "I don't know if it went out. Check on the phone before sending again." — Hades couldn't confirm the send. It never resends on its own: open the conversation in your WhatsApp and look before sending again.
• I clicked "Mark touch done" and the message was going to go out on its own — marking it done takes the message out of the queue. That's on purpose, so the prospect doesn't get it twice.

What Hades doesn't do

• It doesn't send anything without your two OKs. The first is Approve cadence; the second is Confirm automatic sending, with the time of each touch and the number chosen by you. With more than one connected number, none comes pre-selected: you have to choose.
• It doesn't send after the prospect replies. The remaining touches stop until you re-approve.
• It doesn't send a message that's very late. If the scheduled time passed more than 30 minutes ago (for example, the system was down), the message doesn't go out and shows as not sent.
• It doesn't rewrite the messages when you change the temperature, and it doesn't go over 5 touches per cadence.
• It doesn't promise results. The cadence is an organized suggestion of what to say and when; you're the one who decides and answers the prospect.