Step 1: Click on Update Status to select the conversation outcome.
Step 2: Select Pending to schedule a callback. Choose a follow-up date and time. A default date (next day) and time (the same time as your scheduled follow-up) will be given. You can also add a message to the follow-up. A green pop-up message will appear to confirm the planned follow-up.
Step 3: A reminder in the form of a blue pop-up message will appear at the top of your screen and a bell icon will appear. When you click on this notification icon, it will give you a breakdown of the scheduled callbacks.
Step 4: When you click on a scheduled follow-up, it will open the contact card so you can immediately contact the client through the various available channels.