head-side-gearHow Roopi Decides When to Follow Up

Roopi isn’t just sending reminders on a timer—it makes smart decisions about when to follow up based on each invoice’s status, due date, and your client’s behavior. That way, your messages always feel timely and intentional—not annoying or random.

🧠 What Roopi Looks At

Roopi uses a few key signals to decide when to follow up:

  • Invoice Due Date Roopi starts scheduling messages based on how close or far the due date is.

  • Time Since Last Message Roopi spaces messages out to avoid sounding spammy.

  • Client Response If the client responds, Roopi can pause, adjust tone, or stop messaging entirely.

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