General Settings: Follow-ups, Sendable Links & Hand-offs

Last updated: July 20, 2026

The General Settings page bundles three things: follow-up triggers, the links/codes the AI may send, and human hand-offs.

Follow-ups

Enable follow-up sequences by response type: after a Positive reply, when a lead is Engaged but Undecided, and after a Negative reply.

Follow-ups are designed for when the agent has a successful interaction but the person needs more engagement — for example, converting an undecided lead, or someone who had a positive interaction but didn’t purchase. You build the actual sequences later in the Follow-Ups step → Building Your Outreach Sequence & Follow-Up Sequences

For inbound support campaigns, follow-ups are oriented toward outbound offers — leave them at defaults unless you have a specific reason.

Sendable links & codes

Control what the AI may include in messages. Link shortening shortens URLs for SMS, Email, and WhatsApp so messages stay short and tappable — and it enables click tracking in Outcraft for statistical analysis.

For Abandoned Cart campaigns there are additional options here (cart links, static vs. dynamic links, UTM tags) → Recover Abandoned Cart Setup Guide

Hand-offs

Decide when the AI hands a conversation to a human — for example after a positive reply, when the lead asks, or on specific objections (pick from the list of available objections/situations).

Then choose the channels where the hand-off is sent:

Email: set the notification email and optional CC.
Slack: click Connect Slack Account, choose the workspace, and approve the permissions. Full walkthrough → Setting Up Slack Integration for Human Agent Handoffs

Hand-off Slack messages and emails include core lead information, the transcript, and the time.

Reviewing and resolving hand-offs after launch → Understanding Lead Statuses, Details & Interactions