nCall reminders are a built-in feature that helps ensure no important follow-up or task is forgotten. They allow operators to set timed alerts for specific actions, such as calling a client back, following up on a message, or checking in with a customer at a scheduled time.
These reminders can be attached to messages or calls, ensuring that the right person gets notified at the right time. This reduces the risk of missed follow-ups and improves overall service efficiency. It’s a simple yet powerful way to keep everything organized and ensure clients receive prompt and professional responses.
Key Features of nCall Reminders
✅ Automatic & Manual Reminders – Set reminders manually for specific tasks or automatically based on call outcomes.
✅ Pop-up Alerts – Notifications appear at the scheduled time, ensuring agents don’t miss important actions.
✅ Customizable Timing – Schedule reminders for any date and time, from minutes to days in advance.
✅ Assigned Reminders – Direct reminders to specific operators or teams to ensure accountability.
✅ Integrated with Call Records – Easily link reminders to call logs or specific client accounts for context.
✅ Recurring Reminders – Set up repeat reminders for ongoing tasks (e.g., daily check-ins, weekly follow-ups).
✅ Dismiss or Snooze Options – Flexibility to act on or delay reminders as needed.
Reminders can be set to be automatically created when a specific custom form is used to handle a call and multiple Reminders can be queued per call:
The reminders do not appear when the custom form is in use but are created in the system when the operator closes the form
Queued reminders can be see from the Reminders list:
The operator receives a pop up alert when the reminder fires. The reminder can be dealt with or snoozed for later:
