SETUP GUIDE · THREE STAGES

A simple path to better follow-ups.

Connect your leads, set up an agent, then review what is ready. Here is how Nudge works today.

01
Setup

Bring your leads into Nudge

  1. 1

    Share your Google Sheet with the service address below as an Editor.

    This gives Nudge access to the lead information you choose to connect.

  2. 2

    Open Setup, paste your Google Sheet link under “Connect your Google Sheet”, then tap “Save and continue”. Your leads sync into Nudge so follow-ups can start.

    Skipped setup? You can paste the link any time in Settings → Connections → Google Sheet URL.

  3. 3

    Next, connect your WhatsApp Business number — this step is optional. If you would rather do it later, tap “Not ready? Skip for now”.

    You can manage the connection later in Settings → Connections.

Share your Google Sheet with this address

homu-media@homumedia.iam.gserviceaccount.com
02
Agents

Give your agent a voice and a plan

  1. 1

    Open Agents and tap “+ New agent”. Give it a name and pick a quick pick — like “New launch buyers” — to fill in when the agent should take over.

  2. 2

    In “How should it talk?”, set the tone and the goal. Then pick knowledge folders under “What can it use?” and tap “Create agent”.

    Folders live in Library — add brochures, price lists or other documents there first.

  3. 3

    For follow-ups after the 24-hour window, approve messages in Templates and add them to the agent’s workflow.

    After a lead messages you, WhatsApp lets you reply freely for 24 hours. After that, you can only reach out with a pre-approved template.

03
Home

Review the next follow-up

  1. 1

    Open Home. Follow-ups appear one at a time with the lead’s context and a “Why now” reason.

    The cards at the top count what is waiting — inside the 24-hour window, outside it, and what needs you.

  2. 2

    Read the draft, then choose Send, Edit draft or Skip.

    The Auto-send switch at the top of Home stays off for now — automatic sending is coming soon. Nothing goes out until you tap Send.

  3. 3

    Open Conversations for the full thread — search it, filter by agent, or tap “Take over manually” when a lead needs you.

    Opens this chat in WhatsApp so you can reply yourself.

Ready to set it up?