"Scheduled Action" Step in Workflows | Community
Skip to main content
Submitted

"Scheduled Action" Step in Workflows

Related products:Workflows
  • April 22, 2026
  • 0 replies
  • 2 views

need a way to schedule a specific action (like posting an Internal Note and reopening a chat) to happen automatically after a delay, but only if certain conditions are still met.

Key Requirements:

  1. Scheduled Internal Notes: A Workflow step that allows us to write a pre-defined Internal Note that will be posted to the conversation at a specific time (e.g., "Next business day at 9:00 AM").

  2. Auto-Reopen: The ability for this scheduled action to automatically move a "Snoozed" conversation back to "Open" status so it appears in the agent's inbox.

  3. Conditional Execution: The system must check conversation attributes right before the action triggers. If a specific attribute (e.g., Follow-up is true) is set, the scheduled note should be cancelled and not post.