Reminders - Follow Up on Conversations at the Right Time
Set a reminder on a conversation so it resurfaces when you need to follow up, so nothing slips through the cracks.
Overview
A Reminder flags a conversation to come back to you at a chosen time. Unlike the Scheduler, which sends a message to the customer, a reminder is a private nudge for you or your team to follow up.
Set a reminder
- Open the conversation in the inbox
- Click the Reminder action
- Choose the date and time you want to be reminded
- Save it
When the time arrives, the conversation is brought back to your attention so you can follow up.
Note: Reminder times use your account timezone. Set it under Settings so reminders fire when you expect.
Reminder vs. Scheduler
| Feature | What it does | Who sees it |
|---|---|---|
| Reminder | Resurfaces the conversation for you | Internal only |
| Scheduler | Sends a message to the customer | The customer receives it |
Next Steps
Voice Messages - Record and Send Audio in the Inbox
Record a voice message straight from the inbox composer and send it to your customer on supported channels.
Private Notes - Internal Notes on a Conversation
Leave internal notes inside a conversation that only your team can see, to share context and coordinate on a customer.