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Work with the scheduled messages list (Beta)

This article covers how to browse and filter the messages in your scheduled messages list. To act on scheduled messages, see bulk actions for scheduled messages (Beta) .

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Lucrări în curs

Funcționalitatea este în curs de dezvoltare și este disponibilă în prezent pentru utilizatorii Beta. Documentația privind utilizarea acestei funcții este în curs de pregătire.

To view every scheduled chat thread—whether scheduled individually or in bulk—go to Communications > Scheduled, or to Client account > Communication > Chat > Scheduled.

Lucrează cu lista

Owners and admins can see and manage every scheduled message across the firm. Employees see scheduled messages only in the accounts they have access to, and can only manage the ones they created.

Each message card shows the thread subject, a message preview, and the send date—plus a Tasks count if the message includes client tasks, and the client’s name in the global Scheduled section—sorted soonest first.

If a message fails to send, its card shows a red Failed indicator instead of disappearing from the list.

Filter the scheduled messages list

Use the filter bar to narrow down the list. For a full list of available filters, see Available filters below.

Referință: Filtre disponibile

Filtru Ce returnează
View (global Scheduled section only) All accounts, followed accounts, or a specific team member
Account (global Scheduled section only) A specific client account
Assignment status Assigned or unassigned threads, or threads assigned to specific team members
Scheduled date A single date or date range for the scheduled send time
Sender The team member who created the scheduled message
Sending status All, scheduled, or failed messages

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