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SAC 360° - Scheduling Messages in the Ticket
The Message Scheduling feature allows you to schedule the sending of texts, audios, media, or URLs to a contact on a specific date and time, ensuring greater convenience and efficiency in following up on service interactions.
How to schedule a message
The procedure can be carried out both in the List as well as in the mode Kanban.
1. Access SAC 360°
In the main menu, go to Menu →General → SAC 360°.
If you prefer, use the field Search (magnifying glass icon) and type SAC 360° to quickly locate the feature.
2. Select the service case
Open the service case for which you want to schedule a message and click the icon of Message Scheduling, located at the bottom of the screen.
3. Set up the message
Compose the message as desired. You can:
Type a text message;
Record or attach an audio file;
Use Tokens for customization;
Use the ChatGPT feature to help create the content.
Then:
Set the date of sending;
Define the time desired;
Click on Schedule.
Important notes
Scheduled messages will be sent even if the service case is resolved or returns to the queue.
It is possible to attach a media or add a URL.
When choosing to send media or a URL, it will not be possible to include text in the same message. You must choose only one of the options.
It is possible to schedule a WhatsApp API Template, with the 24h window open or closed
Schedule tracking
After scheduling:
A notification will be displayed on the scheduling icon within the service case.
You will be able to view all scheduled sends for that contact.
The Lead history will automatically record the sending of the scheduled message.
When accessing the scheduling record, it will be possible to consult additional details about the send.
Conclusion
SprintHub's Message Scheduling provides greater control and organization in communication with your contacts. With it, your team can schedule strategic sends for the most appropriate moments, ensuring continuity in the relationship, even after the completion of a service case. In addition, the automatic record in the Lead history offers greater transparency, traceability, and efficiency in managing interactions.
