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AI connector use case · Follow-ups

Schedule a WhatsApp message to send later

Ask the AI to schedule one message to one customer at a set time, once or repeating, so it goes out at the right moment even if you forget.

  • Changes on
SCHEDULE IT FOR LATER: Write it now; Pick the day and time; Once or repeating

The prompt

Copy this into Claude, ChatGPT or Gemini

Schedule a message to Sara for Friday at 9:00: "Hi Sara, just checking if you had a chance to look at the quotation. Happy to answer any questions."

Change the names, times and amounts to your own.
  • Changes on: Switch on “Let Claude change my InboxCRM (create, edit, delete)” on the same tab.

Step by step

How to do it

What you get: Follow-ups go out on time without you watching the clock.

  1. 1Switch on changes in InboxCRM.
  2. 2Paste the prompt with the customer, the time and the text.
  3. 3The AI creates the scheduled message and tells you when it will go.
  4. 4Leave your computer on with WhatsApp Web open at that time.

Tips

  • Use repeating messages for monthly payment or renewal reminders.
  • Ask "what's scheduled this week?" to check.

Watch out

If sending is not allowed at that time, it waits up to an hour, then it is not sent.

Connector tools used:scheduled_messagesfind_contacts

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

Set up the AI connector

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