Before you start
- AI agent hosting is configured and enabled.
- Employees can view follow-up reminders and corresponding WhatsApp conversations.
Where to find it
The client AI switches to manual follow-up reminder; the relevant conditions are configured in the AI assistant's reply settings.
Let’s see what kind of reminder it is first #
After triggering the manual reminder, automatic hosting will suspend the reply. Check the reason in the reminder first, and then decide whether to receive the customer directly or deal with the configuration and service status first. Closing the reminder window will only close the interface, and pending reminders may still be displayed in the lower right corner; it does not equal completion of follow-up or resumption of hosting.
| Reminder type | Priority check |
|---|---|
| Not enough bytes | Ask the administrator to check the current available resources and service status. |
| Answer not found in data source | Answered by humans and checked whether the knowledge content is missing or unclearly expressed. |
| Number of replies reached | Check the number of times configured in the reply policy to determine whether to continue manually. |
| Number of retries exceeded | Check the current network and account connections to confirm the content that has not been replied to. |
| Keywords to manual | Check whether the customer message contains configuration keywords or has semantics close to configuration statements. |
| Robot has expired | Ask the administrator to verify the valid status of the bot. |
Enter session to handle issues #
- Open the pending reminder and confirm the corresponding customer service account and customer session to avoid processing the wrong object.
- Select "Manual follow-up" to enter the corresponding WhatsApp interface.
- Read recent messages to confirm the customer question and what the bot has sent before continuing with a human response.
- If it is a lack of knowledge or an error, add the correct answer to the corresponding knowledge content; if it is a problem with the network or service status, eliminate the cause first.
- Confirm that this follow-up has been completed, and determine whether it is suitable to continue to be received by robots in the future.
Selectively resume automatic replies #
When you need to restore the automatic reply, use "Continue Hosting"; "All Hosting" will involve multiple pending services in the reminder panel. You should check them one by one before using them to avoid unresolved issues from entering the automatic reply again. After recovery, you can send a normal question to the designated test contact to check whether there is a reply or similar reminders reappear.
The manual does not fully explain the scope of all reminders, how to accumulate times, and the reset rules. Therefore, do not just handle the same error by repeatedly restoring hosting; if the reminder appears again, keep the reason and current configuration and let the administrator troubleshoot.
Check your result
- The reminder reason and corresponding session have been checked.
- After manual processing, the customer receives an appropriate response.
- Test issues were handled after the hosting was restored, and similar reminders did not reappear immediately.
Frequently asked questions
Will replying continue automatically after closing the reminder window?
No. Closing the window does not mean resuming hosting; there is still a pending reminder in the lower right corner of the information description. After processing, you can choose to continue hosting or complete hosting.
The customer didn't enter exactly the same word, so why did it go to manual?
Keyword conversion may also be triggered based on semantic similarity. Please check the configured keywords or sentences and the customer's expression, not just check whether the text is completely consistent.
Can I just click on all hosting?
The reasons for each reminder should be checked first. If resources are insufficient, bots are out of date, or network issues have not been resolved, batch recovery may not solve the actual problem.
According to page 33 of the "2026-SalesEpoch Operations Manual".
Menus and features may vary by client version or account access. Follow the current interface and verify critical workflows with a test account first.