Configuring SMS Reminders for the Agent Builder
SMS reminders help you follow up with candidates through text messages when they do not respond or leave the conversation incomplete. These reminders are sent automatically based on the conditions you configure.
Reminder Types
Never Started
- This reminder is sent when an SMS conversation is opened but the candidate does not reply
- It helps prompt the candidate to start the conversation
Abandoned
- This reminder is sent when the candidate starts the conversation but does not complete it to the end
- It helps bring the candidate back to continue and finish the conversation
Enable / Disable Reminder
- Each reminder type has a toggle
- Turn the toggle ON to enable the reminder
- Turn it OFF if you do not want to send that reminder
Only enabled reminders will be triggered.
Reminder Timing
Remind after every
- Set the time after which the reminder should be sent
- Example: If set to 1 Hour, the reminder will be sent 1 hour after no response. It can be either configured for Hours (maximum of 23 hours) or Days (Maximum of 30 days)
Repeat for
- Set how many times the reminder should be sent.
- Example: If set to 1 reminder, it will be sent only once. A reminder of 1 is default and can be sent a maximum of 5 times.
Message
- This is the SMS message that will be sent to the candidate
- Enter a clear and simple message asking the candidate to respond
Example:
- “Hi there, please respond to continue the conversation.”
What happens next
- Once configured, the system automatically sends SMS reminders based on:
- The reminder type
- The timing settings
- The number of repeats
- Candidates will receive the message and can continue the conversation.
- The reminder mechanism will continue operating until either the configured limit is reached or the candidate successfully completes the conversation.
Configuring Email Reminders
Email reminders help you follow up with candidates through email when they do not respond or leave the conversation incomplete. These emails are sent automatically based on your configuration.
Reminder Types
Never Started
- This reminder is sent when an email(web) conversation is opened but the candidate does not reply
Abandoned
- This reminder is sent when the candidate starts the conversation but does not complete it
Enable / Disable Reminder
- Use the toggle to turn each reminder ON or OFF
- Only enabled reminders will be sent
Reminder Timing
Remind after every
- Set the time after which the reminder should be sent
- Example: If set to 1 Hour, the reminder will be sent 1 hour after no response. It can be either configured for Hours (maximum of 23 hours) or Days (Maximum of 30 days)
Repeat for
- Set how many times the reminder should be sent.
- Example: If set to 1 reminder, it will be sent only once. A reminder of 1 is default and can be sent a maximum of 5 times.
Email Type
- Basic Email
- Sends a simple text email
- Advanced Email
- Sends a formatted HTML email with styling options.
- You can build the email using the drag and drop editor to customize the email as per your requirements.
- You can preview the built email before using it
Email Subject & Email Body for Basic Email
- Enter the subject line of the email
- This is what the candidate sees in their inbox
- Enter the content of the email
- This is the message sent to the candidate
- You can use formatting options such as:
- Bold, Italic, Underline
- Headings
- Lists or numbering
- Add Emoji
- Also add the Chatbot Link
What happens next
- Email reminders are sent automatically based on:
- The reminder type
- The timing settings
- The number of repeats
- Candidates receive the email and can return to continue the conversation
- The reminder mechanism will continue operating until either the configured limit is reached or the candidate successfully completes the conversation.
Important Note : Currently, the Voice Agent configuration does not support reminders within the voice node when adding it to the workflow. Therefore, reminders are not applicable for Voice Agents.