Calling
Visit reminders
When a customer says on a call that they will come in, MySA notes the visit and rings them on the day to confirm they are still coming.
What it does
A follow-up is something the customer asked for. A visit reminder is a plan they mentioned: "I will be at the showroom on the 28th", "main Friday aa jaunga". MySA reads that from the call and places one call on the day of the visit. Reminders live on Calling → Visit reminders and never appear in the Follow-ups queue.
On this screen: Upcoming reminders counts the visits still to call about. On the right, the Visit reminders switch and Call between — the window used when the customer did not name a time. The Upcoming reminders tab lists what is still to come; History shows what already happened.
Set it up
- Open Calling → Visit reminders. It runs in your Live workspace only.
- Turn the Visit reminders switch on. It is off for every workspace until somebody turns it on.
- Set Call between. The default is 10:00 AM to 11:00 AM.
When the call goes out
- If the customer named a time, MySA rings an hour before it.
- If they named only a day, MySA rings inside your Call between window.
- Calls are spread across the window — about ten every five minutes — so a busy day is not dialled all at once.
The list and history
On this screen: visits grouped by the day the customer is coming. Each card shows the customer, the visit date, the time they gave (or No time given), the time MySA calls, and its status. A note under a card explains a change — for example, the customer later said they would come on another day, so the old reminder was cancelled and a new one made.
On an upcoming visit, press Don't call to cancel that one reminder.
Why a reminder might not go out
- Nothing is sent for a visit today (by the date in India) — the customer is already on their way.
- Only one call a day goes to a customer, counting follow-ups.
- A reminder MySA could not place within 60 minutes of its time is dropped, not called late.
- Numbers on your WhatsApp exception list are never called. See WhatsApp.
- Calls that fall inside your DND hours are held. See DND.
Related
- Follow-ups — customers who asked to be called back.
- Call logs & recordings — the call where the visit was mentioned.