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#2688-Automatic Reminder Template for Follow-Up

The Dreamaholics
OPEN
#1
The Dreamaholics

 The Dreamaholics

Requirement

Add an option to configure an automatic reminder message when creating a follow-up reminder for a user.


Expected Behavior

When an agent/AI creates a follow-up reminder, they should have an option to select or configure a reminder template.

Example:

User says:

"Call me after 5 days."

The system creates a follow-up reminder for 5 days later.

On the scheduled date:

  • The configured reminder template is automatically sent to the user.
  • The internal team/agent can also receive a notification/reminder.
  • The reminder should be triggered automatically based on the configured follow-up date and time.


Example User Reminder

"Hi {{name}}, just a quick reminder regarding our conversation. We're connecting with you today as requested."


Benefit

This removes the need for agents to manually check the follow-up list and send reminder messages.