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Schedule Future Sending of Templates

Feature Request

Often during a conversation, a customer indicates that they would like to be contacted in the future. It would be helpful to schedule that follow-up message for the date the customer specifies.

Currently, I handle this by changing the stage and using a workflow, but it could be a native feature—the `send_template` function could have an input variable specifying the date. If it’s empty, it sends the message immediately; if it has a value, it sends it on the specified date and time. Just like how “Schedule-ai-call” works today.

Posted by Ernesto Ly Ernesto Ly ·
Status: Completed1 comment

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Comments1

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    Jul 13

    Hola Ernesto! Actualmente tenemos la funcionalidad de Seguimientos proactivos, se lo puedes pedir a PandAI o configurarlo en la vista de configuraciones de los asistentes. Esta es la forma nativa de hacerle un seguimiento al cliente. Puedes poner en la descripción para que casos lo quieres, por ejemplo cuando el cliente pida ser contactado en una fecha en especifico.