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• 5.19 • 5.3 • 5.8

How to Schedule a Follow-Up Activity from a Chat Session

Included in service chats is the option to schedule follow-up activities from active chat sessions; doing so sets reminders for you to check in with customers or complete activities at a later time.

To schedule a follow-up activity from an active chat session, click the Schedule a follow-up activity button. Clicking on this button will bring up your calendar in the context information area.

A panel on the right will display event properties to edit, similar to those outlined in How to Schedule an Event. If your customer's contact information is saved in the Contacts section, their information will prepopulate the panel.

Follow-up activities may be scheduled from active chat sessions

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