The agent comes back when it said it would.
If a customer asks it to "write to me on Monday", the agent schedules it on its own and picks the conversation back up on Monday. And whatever you leave scheduled goes out without anyone having to remember.
It only schedules what the customer asked for, quoting the phrase · 5 ways to repeat a task · Off by default, agent by agent
- Friday
- I cannot get to it today. Could you write to me on Monday morning?WhatsApp18:52
- Follow-up scheduledBecause the customer asked for it
«Could you write to me on Monday morning?»
Comes backMonday 09:00 - Monday
- Good morning, Marcela. As agreed, I am following up on the quote for the 20 reams. Would you like me to get it closed today?The agent writes09:00
Example conversation.
Follow-up depends on someone remembering.
It is not that the team does not want to do it. It is that the moment to write passed while they were handling something else.
It does not invent excuses to write again.
An agent that schedules its own follow-ups is an agent that pesters. So it can only schedule one when the customer asked for it, and it has to prove it.
- It has to quote the phrase — it cannot schedule a follow-up without saying in what words it was asked for. The quote is mandatory.
- And the phrase is looked for in the real conversation — the system goes looking for it in that customer's thread, discarding anything the AI itself wrote. If it does not turn up, nothing is scheduled.
- When the moment comes, the agent writes — not a message written in advance: it picks the conversation back up where it left off and drafts it in its usual tone.
- And if it will not be able to send it, it does not promise it — on WhatsApp, outside the 24-hour window you need a template approved by Meta. With no template loaded, the agent does not schedule beyond that window.
An authorized administrator can also ask for one from their own chat: "send a message to Distribuidora del Centro tomorrow at 10". A follow-up is scheduled from two minutes and up to ninety days ahead.
«Could you write to me on Monday morning?»
- The phrase is in the conversationFound in this customer's thread
- The customer wrote itIt does not come from an AI message
Without a phrase from the customer asking for it, there is no follow-up. The agent cannot schedule itself a return visit on its own.
Mondays at nine, without anyone remembering.
What the team wants to happen every week does not depend on any customer asking: it is set up in the panel, with its time and its time zone, and the agent runs it.
- Once onlyon September 8 at 15:30
An exact date and time. It runs and the task is finished.
- Every X minutesevery 2 hours
You choose the interval, with a minimum of 5 minutes.
- Every dayevery day at 09:00
A fixed time, every day.
- Days of the weekon Mondays, Wednesdays at 09:00
You choose which days and at what time.
- Once a monthon day 5 of every month at 10:00
Whichever day of the month you want, with its time.
The list comes from the CRM, not from a spreadsheet: funnel, tags, custom fields, owner, open opportunity, creation date, folder or source channel. It can also point at a single customer.
Daily reminder for open quotes
Pick the conversation back up and ask whether they had a chance to review the quote we sent, offering to answer any questions.
This is not the literal message: the agent will draft it in its own tone, looking at each customer's conversation.
- Funnel stageQuote sent
- OpportunityOpen
- TagsWholesale
- 5ways to repeat a task
- 5 minthe shortest interval between two runs
- 90 daysthe furthest ahead the agent schedules a follow-up
Every run is a full agent turn, so during that run it can use the tools it already has: the administrative agent, for example, can have a fixed task that builds the weekly sales report and sends it to the chat. Anything that repeats is set up here, in the panel — by chat the agent only schedules one-off tasks — and the task always ends in a message in the chat.
Everything scheduled is in plain sight.
The tasks of an agent live on their own screen: Virtual Office → the agent → Tools → Scheduled tasks. Four columns and, inside each task, what happened on each run.
- 6Active
- 1Paused
- 12Finished
- 0With errors
Pick the conversation back up and ask whether they had a chance to review the quote we sent.
every day at 09:00- Next
- tomorrow 09:00
- Reach
- Several customers (filter)
- Today 09:00Distribuidora del CentroWhatsAppSent
- Today 09:00Corralón San MartínWhatsApp · plantillaSent
- Today 09:00Textil NorteWhatsAppSkipped
This customer was already written to in the last 15 minutes.
- Yesterday 09:00Ferretería del SurInstagramSkipped
The agent decided not to write anything to the customer in this task.
When it does not go out, the reason is written down. Nobody has to guess why that customer did not get the message.
From the board you pause, resume, edit, delete or run a task right away, without waiting for its scheduled time. Finished tasks are cleaned up on their own.
An agent that writes on its own needs brakes.
The feature exists so no customer is left waiting for a message. Everything else is there so it does not turn into something else.
It is only enabled on the sales, after-sales and administrative agents: those are the three that can have scheduled tasks.
What gets checked in the first demo.
By chat, the agent schedules one-off tasks only
The follow-ups a customer asks for are always one-off. Anything that repeats — every day, on Mondays, once a month — is set up in the panel.
The instruction is not the message
You write what you want it to do, not what you want it to say. The agent drafts by looking at each customer's conversation, so the same task does not send the same text to all 300.
The time zone belongs to the task
Not to whoever created it or to the browser that loaded it. The time you set is the time it fires.
Validity window and run cap
Each task can have a start date, an end date and a maximum number of runs. Once the cap is reached, it finishes on its own.
Run now, without waiting for the scheduled time
Useful for testing the instruction on one customer before leaving it running every morning.
You see how many it reaches before creating it
The filters return the number of customers that qualify. And an audience task will not save without filters: to reach everyone you have to say so on purpose.
The module that comes next.
Bring a customer who was left waiting.
In the demo we schedule the follow-up on that conversation and set up the task your team currently does by hand every Monday.
It is switched on with one toggle, agent by agent.