Set a reminder
Set a follow-up reminder on a conversation and it pings back when it's due.
Reminders make sure you never forget to follow up, by pinging the chat back to you at the time you choose.
Steps
- Open the conversation you want to follow up on.
- Find the reminder option on the chat.
- Choose when it should remind you, such as tomorrow morning.
- Optionally add a short note like "send the quote".
- Save the reminder.
- When it's due, it pings back as an internal note on the thread.
Good times to set one
Set a reminder whenever a chat needs action later: waiting on a payment, promising a callback, or chasing an order. Because the reminder returns as an internal note, only your team sees it, never the customer.
If it doesn't work
- If no ping arrived, check that notifications are turned on for you.
- If you set the wrong time, open the chat and edit or remove the reminder.
- If you can't see the reminder option, ask your admin to confirm your role allows it.