Catch Ups

Daily swipable card reminders of what reps should pay attention to. These action cards give a summary and an action to reps, helping them stay focused on their most important priorities each day.

Fluid's AI scans activity in the user's organization and creates relevant Catch Ups automatically every day. However, Companies and Droplets can also create Catch Ups for Reps via the API to create more engaging business flows and use cases.

Catch Ups can be associated to a Contact.

Rules

• Catch Ups are ordered to the User based on priority (lower number = higher priority)
• Catch Ups will be archived after the expiration_date
• If a Contact or Visitor is associated to the Catch Up, their recent activity will automatically pull into the activity view of the Catch Up

Catch Up Classes

The catch_up_class field identifies the type of trigger that created the Catch Up:

Action Types

Each Catch Up can have one or more actions. Available action types:

JSON Structure

{
  "id": 12345,
  "company_id": 67890,
  "user_company_id": 11111,
  "contact_id": 22222,
  "visitor_id": null,
  "catch_up_class": "new_purchase",
  "suggestion_title": "Follow up with Jane",
  "suggestion_description": "Jane Smith recently purchased Product XYZ. Reach out to see how they're enjoying it.",
  "priority": 1,
  "expiration_date": "2025-01-22T00:00:00Z",
  "catch_up_actions": [
    {
      "id": 33333,
      "type": "SendSmsCatchUpAction",
      "status": "pending",
      "action_data": {}
    }
  ],
  "created_at": "2025-01-15T10:30:00Z",
  "updated_at": "2025-01-15T10:30:00Z"
}

API Endpoints

Company Scoped

User Scoped

Next Steps

• Review the Core Elements Overview for API access patterns
• See Use Cases for examples of Catch Ups in workflows
• Explore the Custom Catch Ups Guide for advanced implementations
• Explore the User API Reference for detailed endpoint documentation