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.
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.
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 Januarydd
is "day" eg.28
yyyy
is "year" eg.2019
hh
is "hour" eg.21
for 9pmmm
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
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: 26/02/2025
Thank you!