Call Reminders
B
Britney Bourget
Can there be a notification generated to remind us to call a customer if they reply with a specific time to call them? Or if they say 'call in an hour'?
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Mary Chan
You and the sales associate should be able to create a TASK for phone, email, text to the customer on a certain date, time
Shelby Parker
Thanks for sharing this, Britney Bourget — totally hear how a “call me at X” reminder would make follow-ups a lot smoother. A couple quick questions so we can scope it the right way: where are you seeing these replies today (SMS/text, email, chat, etc.), and should reminders trigger from all channels or only certain ones? Also, should we treat both exact times (e.g., “3pm”) and relative phrases (e.g., “call in an hour” / “in 30 minutes”) as valid triggers? And when a reminder is created, who should it go to (the original owner/agent, a team/queue, or whoever’s currently assigned) — plus, if the customer replies again with a new time, should the reminder update/replace the previous one?