> ## Documentation Index
> Fetch the complete documentation index at: https://help.callaro.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact follow ups

# Contact follow-ups

The **Follow-ups** card on the contact detail page lists follow-ups for that contact, links to the global follow-ups list filtered to this contact, and opens **Schedule follow-up** in a dialog. The card sits below **Call logs** in the main column.

![Follow-ups card on a contact page with scheduled items.](https://mintcdn.com/callaro-docs/Rn-efrjnSIS1s0ID/images/contacts/follow-ups-card.png?fit=max\&auto=format\&n=Rn-efrjnSIS1s0ID\&q=85\&s=c52d7d88965ef3283ab0e65984b97fee)

![MEDIA: GIF — Open Schedule follow-up, change type and datetime, toggle Allow out-of-window, cancel or save on a test contact only.](https://mintcdn.com/callaro-docs/Rn-efrjnSIS1s0ID/images/contacts/slot-01.gif?s=116ca8b374c29de72cebbbbcb5d1a008)

![MEDIA: VIDEO — Contact detail scroll to Follow-ups; show View all opening the follow-ups list with this contact pre-filtered, and a row View opening that follow-up’s detail page.](https://mintcdn.com/callaro-docs/1fJs_sKJdgiwY8nj/media/contacts/slot-01.mp4?fit=max\&auto=format\&n=1fJs_sKJdgiwY8nj\&q=85\&s=0ef7e946131b8372e40d6aed79fb8691)

## Data loading

* The follow-ups list loads for the open contact.
* When you open **Schedule follow-up**, the app loads agents so you can pick one.
* Saving creates a new follow-up for this contact and refreshes the list.

## Follow-ups table (columns)

Each row shows: **Status** (with an extra **out-of-window** outline badge when the customer allowed a call outside the normal window), **Type**, **Scheduled**, **Agent**, **Campaign** (links to the campaign when one is set), **Attempts** (current vs max), **Source**, **Actions** (**View** opens that follow-up’s page in the follow-ups area).

Status badges use distinct colors for scheduled, queued, in progress, completed, failed, cancelled, expired, snoozed.

Empty copy: **No follow-ups scheduled for this contact.**

## Schedule follow-up dialog

* **Trigger:** **Schedule follow-up** (small outline button in the card header).
* **Title:** Schedule follow-up

Fields:

| UI label | Behavior |
| - | - |
| **Type** | Call, SMS, or webhook (default: call). |
| **Scheduled at** | Date and time; default is about one hour ahead. |
| **Agent** | Choose an agent, or **Inherit from source** to leave the agent unset so routing can use defaults. |
| **Priority** | Low, normal, high, or urgent (default: normal). |
| **Max attempts** | How many attempts to allow (default: 3). |
| **Allow out-of-window (customer override)** | When checked, the follow-up may run outside the usual calling window; the list shows an **out-of-window** marker on that row. When unchecked, normal window rules apply. |
| **Notes** | Optional notes on the follow-up. |

On **Schedule**, the app sends the type, time, optional agent, priority, max attempts, notes, and whether an out-of-window override applies, and records the follow-up as scheduled manually. The footer has **Cancel** and **Schedule** (shows **Scheduling…** while submitting). On success the dialog closes and the list reloads.

> [!WARNING]
>
> **Watch out: out-of-window overrides**
>
> When **Allow out-of-window (customer override)** is checked, the UI shows an **out-of-window** badge on that follow-up’s status. Use overrides only when policy allows.

## View all

**View all** opens the follow-ups list with a filter so only this contact’s follow-ups appear (same as choosing that contact in the list filters on the follow-ups page).

**Next: campaigns and outcomes**

Follow-ups on a contact complement bulk campaign workflows.

* [Campaign Wizard: Step 5 (Outcomes)](https://help.callaro.ai/campaigns/wizard-step-5-outcomes.md)
* [Contact detail page](https://help.callaro.ai/contacts/contact-detail-page.md)
* [Launch checklist](https://help.callaro.ai/campaigns/campaign-launch-checklist.md)


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