AI connector use case · Follow-ups
Set reminders from what customers tell you
When a customer says "call me next week", ask the AI to set an InboxCRM reminder for the right day. Reminders pop up for you and send nothing.
- Reading on
- Changes on
The prompt
Copy this into Claude, ChatGPT or Gemini
Read today's chats. Wherever a customer asked me to get back to them later, set a reminder for that day at 10:00 with their name and what to do.
- Reading on: Switch on “Let Claude read my chats and orders” on the Claude tab of InboxCRM’s HTTP API window.
- 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: Every "get back to me Thursday" turns into a reminder, so nothing depends on memory.
- 1Switch on reading and changes in InboxCRM.
- 2Paste the prompt.
- 3The AI reads today's chats and lists the reminders it will make.
- 4Check the dates, then let it create them.
- 5The reminders pop up in InboxCRM at the set time.
Tips
- Ask for reminders 30 minutes before the time they asked for.
- Clear old ones with "delete all dismissed reminders".
Watch out
A reminder only pops up while Chrome with InboxCRM is open.
Connector tools used:read_chatreminders
Not connected yet?
Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.
Try these next
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Schedule a WhatsApp message to send later
“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."”
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Follow up automatically when a lead goes quiet
“Make a follow-up for my Sales board: if a lead in "Quote sent" doesn't reply for 2 days, send my "Gentle check-in" quick reply. If still nothing after 5 more days, send "Last check-in". Stop if they reply or change stage.”
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Follow-ups
Add notes and details to a contact after a call
“Add a note to Dilan's chat: wants delivery before the 15th, budget around 40,000, prefers bank transfer. Also save his email [email protected] and set his deal value to 40,000.”
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Turn your WhatsApp inbox into an organised sales workspace
Add the extension, open WhatsApp Web and start organising the chats you already have. No separate CRM to keep in sync.
- Works with your existing WhatsApp Web account
- CRM records stay on your device
- AI optional, your own key