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Scheduled Tasks

Scheduled Tasks

Follow-ups, reminders and other jobs your Agent schedules for later.

How Scheduled Tasks Work

Your Agent schedules jobs to run later, on its own or because a customer asked. For example: "I'll follow up with you tomorrow at 10am."

  • Follow-ups and scheduled messages, including re-engaging a customer who went quiet.
  • Order creation at a time the customer chose, and order confirmation reminders.
  • Promotions, and customer reviews for a product the customer looked at but did not buy.
  • Messages while a parcel is on its way, to keep the customer ready to receive it.
  • A reminder when an order has been waiting at your shop to be collected.

Managing Tasks

  • See every task in Smart Agent → Agent → Scheduled Tasks, and a conversation's own tasks in its contact panel.
  • Cancel tasks before they execute.
  • Tasks execute automatically at the scheduled time.
  • A task that could not run in time, for example because the chat was taken over, is marked Missed. A failed task shows why it failed.

Free or paid

Each task shows whether it sends inside the customer's 24-hour window (free) or outside it as a template message (paid).

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