Set a reminder: don't forget "call tomorrow"
The customer said "let's talk tomorrow", the agent tried to keep it in mind, it was forgotten. A reminder ties a date and time to a conversation; when the time comes you get a notification and the conversation comes forward. It is the cheapest way to get back to a silent customer on time.
With the conversation open, choose "Create Reminder" from the "More" menu, pick date and time, add a short note if you like, save. When the time comes a notification arrives; you open the conversation, read the note and write the message. A reminder does not send a message; it alerts you.
What you provide
- The time agreed with the customer ("tomorrow afternoon", "Monday")
- A one-line note saying what to remember
- Five minutes when the notification arrives
What Chatinbox does
- Sets notification preferences during onboarding
- Suggests a follow-up habit for silent conversations
- Reviews pending reminders with you in the first week
- A reminder in three steps
- What to do when the notification arrives
- When to set one
- Common mistakes
Step by step
Create Reminder from the "More" menu
Open the "More" menu in the conversation header and choose "Create Reminder". You can also open it from the command palette (Ctrl+K) by typing "reminder".
Date, time and note
Pick when you want to be alerted. Write one line in the note: "Ask about the quote", "Have the results come in". The note shows in the notification; it reminds you what it was for.
Save
A "Reminder added" note appears in the conversation. When the time comes the notification drops in and the conversation comes forward. You open it, read the note and write the message yourself.
The agent writes the messageWhen to set one
Set it
- The customer said "let me think, I'll write tomorrow" and two days have passed
- You said "I'll let you know when the results/payment/shipment arrives"
- They asked for a price, you sent a quote, no reply
- You meant to send brief information before an appointment or a call
Don't set it
- Three reminders on one conversation — one is enough, set the next when it fires
- For a campaign announcement — that is a job for bulk messaging
- Without a note — when it fires you will not remember why
When the notification arrives
Open the conversation, read the note and the last messages. Write short and single-purpose: "Hello, you asked about pricing when we last spoke. Is there anything I can clarify?" No pressure, one question.
If the customer writes back, the 24-hour window reopens and you continue freely. If not, one second and final reminder a week later; beyond that you are bothering them.
When and how to get back to a silent customer — let's set it up together
In a 15 minute call we define the follow-up rule and reminder habit that fits your team.
Panel menu names can change. This page was checked against the interface recording on 18 August 2026.
