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.
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.
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: 26/01/2023
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