Reminders are a great way to have a follow up tool for an Agent to re-engage with their clients. Reminders can be setup in a few different ways.
There’s three different ways to set up reminders. The first way is through the Activity Log and the other is in the Reminder settings.
Agents can access Reminders in the call log and the settings menu, Admins can create Reminder Triggers
Reminders come in four different types: Call, Text Message, Email and Desktop Notification
Reminders are not actionable field types in Contact Cloud, meaning you cannot use reminder dates or statuses in triggers, filters, wrap up panels, or reports.
Settings → Reminders → Reminders [legacy navigation]
Settings → Flows → Reminders [new navigation]
The default view provides a list of the agent’s Reminders for past and upcoming reminders
List:Reminder Type – Where is was set ( setting, logs, or trigger)The contact associated Recurring statusTime ZoneStart DateFrequency/ End dateAgent receiving the reminderCurrent Status of the reminder
Reminders Log → Settings → Reminders
From here you can see all reminders that have been scheduled (Past & Present)
See below for the new reminder set up screen
