Setting Reminders for Conversations

You can alert yourself or another staff member about a conversation at a future date and time by setting a reminder. This is very useful if you want need to follow up with a customer but don't want to forget about him or her. Conversations with active reminders will be set to the on-hold status and will not affect your time-based reports.

To begin, open a conversation or check a conversation from the main dashboard. At the top navigation menu, click on the "Remind" button. Select the data and time you wish to be notified by Reamaze when the timer has elapsed. The assigned staff member will receive an email notification once the conversation is set to the unresolved status again.

If you need to change the on-hold reminder after it has been set, you will first need to resolve the conversation to remove the previously-set reminder, then set a brand new reminder date and time.

NOTE: Conversation reminder times are based on your local timezone.


May 6, 2021

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