How do Reminders work?
Reminders are a convenient way of scheduling a note to yourself (or your team) in the future, for the current conversation. It can be used to remind yourself of a call you planned with an user.
A reminder will then fire on the date you scheduled. You'll receive a notification on all your Crisp apps (Web & Mobile), with the reminder note you submitted.
Our team inbox will never let you down, set reminders to improve your customer service and never miss another follow-up.
This is the perfect tool to improve your CRM work for either your sales or support team.
When a reminder fires, it will automatically un-resolve the conversation, to ensure you and your team do not miss important notes.
Reminders can be set from your Crisp app either by clicking on "Reminder" in a conversation, or by entering: /remind.
Once the reminder date picker opens, pick a quick date or choose to enter a custom date. Validate, and then enter a reminder note (after the date). When you're done, hit Enter to create the reminder.
You must enter a reminder note in order to create your reminder. A note is required, as it will be sent along with the reminder notification when the reminder fires.
A manual reminder date can be entered, if none of the suggested dates fit. A date has the following format: mm/dd/yyyy hh:mm.
Where:
mm is "month" eg. 01 for January
dd is "day" eg. 28
yyyy is "year" eg. 2019
hh is "hour" eg. 21 for 9pm
mm is "minute" eg. 30
Examples:
16 April 2019, 3:25pm: 04/16/2019 15:25
8 June 2019, 1:00am: 06/08/2019 01:00
Times are expressed in your local timezone, and then normalized when sent to Crisp to UTC. You need not think about timezones, as your local timezone is used when entering a custom date.
A scheduled reminder cannot be cancelled.
Crisp finds the most relevant operator to notify when a scheduled reminder fires. It tries, in order of importance:
Reminder author (if still in the team)
Operator assigned to the conversation (if any)
All operators (fallback)
A reminder will then fire on the date you scheduled. You'll receive a notification on all your Crisp apps (Web & Mobile), with the reminder note you submitted.
Our team inbox will never let you down, set reminders to improve your customer service and never miss another follow-up.
This is the perfect tool to improve your CRM work for either your sales or support team.
When a reminder fires, it will automatically un-resolve the conversation, to ensure you and your team do not miss important notes.
How to schedule a reminder?
Reminders can be set from your Crisp app either by clicking on "Reminder" in a conversation, or by entering: /remind.
Once the reminder date picker opens, pick a quick date or choose to enter a custom date. Validate, and then enter a reminder note (after the date). When you're done, hit Enter to create the reminder.
You must enter a reminder note in order to create your reminder. A note is required, as it will be sent along with the reminder notification when the reminder fires.
How to enter a manual date?
A manual reminder date can be entered, if none of the suggested dates fit. A date has the following format: mm/dd/yyyy hh:mm.
Where:
mm is "month" eg. 01 for January
dd is "day" eg. 28
yyyy is "year" eg. 2019
hh is "hour" eg. 21 for 9pm
mm is "minute" eg. 30
Examples:
16 April 2019, 3:25pm: 04/16/2019 15:25
8 June 2019, 1:00am: 06/08/2019 01:00
Times are expressed in your local timezone, and then normalized when sent to Crisp to UTC. You need not think about timezones, as your local timezone is used when entering a custom date.
Can I cancel a scheduled reminder?
A scheduled reminder cannot be cancelled.
Who will be notified when a reminder fires?
Crisp finds the most relevant operator to notify when a scheduled reminder fires. It tries, in order of importance:
Reminder author (if still in the team)
Operator assigned to the conversation (if any)
All operators (fallback)
Updated on: 25/11/2024
Thank you!