Automate your follow-ups

Open Automations and click Start from a template. Pick Welcome new leads.

Six ready-made templates cover welcome messages, instant assignment, hot leads, no-reply follow-ups, accepted quotes and pre-departure reminders.

Every automation starts with a trigger. Here, New lead created.

Add conditions if you like. For example, only leads from Meta Ads.

Other triggers include a lead changing stage, a quote being accepted, a departure approaching, a lead going cold, a payment pending, and a customer messaging you.

Then the steps, in order: send a WhatsApp using an approved template, wait one day, then send an email.

Insert details like their first name and destination, so every message feels personal.

Other steps can wait for a reply, split the path, create a follow-up or a booking, assign a teammate, or set the lead’s stage or priority.

And when the customer replies, the automation stops and your agent takes over. It never sounds like a bot.

You can pause it instead (it carries on after 3 days) or keep going regardless — but stopping is recommended.

Click Create. It's live, and runs for every new lead.

Each lead's page shows what was sent, and when.

If a WhatsApp or email step fails on a temporary glitch, Atlas retries it automatically before moving on.