Schedule one customer's message from their conversation

Follow these steps

1. 01

   Open the person's connected WhatsApp conversation and expand Schedule a follow-up or reminder.

2. 02

   Choose Select published workflow. If none is available, follow the link to create/publish a scheduled follow-up or internal reminder first.

3. 03

   Read the displayed behavior summary. Confirm whether it sends one message, creates an internal task or has automatic no-reply steps.

4. 04

   Choose Start at (optional, your local time). Leaving it blank begins enrollment now; step delays and sending hours still apply.

5. 05

   Choose Confirm schedule and read the resulting enrolled status.

6. 06

   If approval is required, open the run in History/Follow-ups and review its frozen steps before approval. Follow its later status and stop reason there.

Good to know

• This enrolls the selected conversation; it is not a broadcast to the whole club.
• An AI auto-reply reacts to an eligible new customer message. A scheduled follow-up uses the reviewed workflow and timing you selected.
• A second conditional customer message and AI-selected timing are AI Employee features even if the first invitation was scheduled manually.
• Replies, bookings, opt-outs, sending hours and human takeover can prevent a pending customer message.

If something isn’t working

• Published workflow is disabled for your plan? Choose a supported single scheduled-send/internal task flow or ask an administrator to review the plan.
• Run awaiting approval? Approve the saved steps in History/Follow-ups; Confirm schedule does not bypass the workflow's approval rule.
• No customer message after Mark done? Mark done completes a team reminder; it is not a send action.
• Run stopped or failed? Read its history before scheduling another message to avoid duplicates.