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The Scheduled Actions functionality allows you to schedule automatic actions for specific contacts. These actions are executed on a defined date and time and currently support sending messages through configured channels. This functionality is useful for:
  • Automatic reminders
  • Scheduled follow-ups
  • Scheduled messages for specific contacts

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Accessing Scheduled Actions

To access the Scheduled Actions screen, follow the steps below:
  1. In the sidebar menu, click Contacts
  2. Then, select Scheduled Actions
Accessing Scheduled Actions

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Scheduled Actions Initial Screen

When accessing the screen, you will see an overview with all existing scheduled actions. When no action has been created, the interface will display a message indicating that there are no scheduled actions.

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Screen components:

  • Search field: allows searching scheduled actions by contact name.
  • “New Action” button: available in the upper right corner and also in the center of the screen when there are no records.

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Creating a New Scheduled Action

To create a new scheduled action, click the New Action button. New Action button When clicked, a modal will open for action configuration.

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Selecting the Contact

In the New Scheduled Action modal, the first field is Contact. Selecting the contact

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Field details:

  • Type the contact name in the search field
  • The list will display matching contacts
  • Select the desired contact to associate it with the action
Only one contact can be selected per Scheduled Action.

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Configuring Date, Time and Recurrence

After selecting the contact, fill in the scheduling information.

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Available fields:

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Date and Time

  • Defines the date and time when the action will be executed
  • The format follows the pattern dd/mm/yyyy hh:mm

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Recurrence

  • Defines the frequency of the action
  • Currently available:
    • Once: executes the action only once

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Defining the Action Type

In the Action Type field, select the type of action that will be executed.

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Available option:

  • Send Message: sends an automatic message to the selected contact

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Selecting the Channel

In the Channel field, choose which channel the message will be sent through.

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Channel examples:

  • Telegram
  • WhatsApp (if configured)
  • Other channels integrated into the platform
Only previously configured channels will be available for selection.

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Writing the Message

In the Message field, write the content that will be sent to the contact at the scheduled time.

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Tips:

  • The message will be sent exactly as written
  • Review the text before saving the action

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Saving the Scheduled Action

After filling in all fields correctly, click Save to finalize the action creation. Finalizing action creation If you want to cancel the process, click Cancel.

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Final Considerations

  • Each Scheduled Action is linked to a single contact
  • The action will be automatically executed on the configured date and time
  • You can view and manage all actions from the main Scheduled Actions screen
This functionality offers more control and automation in contact relationships, ensuring that important messages are sent at the right time.