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Patient Copilot Help Center

WhatsApp Schedule Send

The WhatsApp schedule send feature enables users to easily schedule messages for their customers. With this functionality, businesses can schedule both WhatsApp templates and free-form messages, ensuring timely and efficient communication. Check out the release notes here * * * ## How to Schedule Send WhatsApp templates Step 1: Go Conversations > Select the contact > Select WhatsApp > Select the template**!(https://assets.patientcopilot.ai/b5a9d2c12e135fd2.png)** Step 2: Click on the button next to send!(https://assets.patientcopilot.ai/3608c2e62448e48e.png) Step 3: Select date and time to send the WhatsApp template > Send Schedule!(https://assets.patientcopilot.ai/d648009fe22981d4.png) Note: Date and time should be in the future * * * ## How to Schedule Send free form WhatsApp message In order to send a free form WhatsApp message, an open Customer Service Window needs to be there with the customer Step 1: Go Conversations > Select the contact > Select WhatsApp > Type the free form message!(https://assets.patientcopilot.ai/1b582228dd91f6a3.png) Step 2: Click on the button next to send > Select date and time You can schedule messages upto 24 hours from the last inbound message received from the customer!(https://assets.patientcopilot.ai/77ac18fe891a6359.png) Step 3: Click on schedule send!(https://assets.patientcopilot.ai/11eabd811e6969be.png) ## Frequently Asked Questions (FAQ) * * * Q1: Can I schedule a WhatsApp template message for later? A: Yes. You can schedule a WhatsApp template message by selecting the template inside the Conversations tab, clicking the calendar icon next to Send, and choosing the desired future date and time. * * * Q2: Can I schedule free-form WhatsApp messages too? A: Yes, but only within an active Customer Service Window. Free-form messages can be scheduled up to 24 hours from the customer’s last inbound message. * * * Q3: What is a Customer Service Window? A: It’s a 24-hour period that begins when a customer sends you a message. During this window, you can send free-form replies without using pre-approved templates. * * * Q4: What happens if I try to schedule a free-form message outside the 24-hour window? A: The system will not allow scheduling outside the open window. In this case, you’ll need to use a WhatsApp template instead. * * * Q5: How do I know if my message has been successfully scheduled? A: After selecting the send date and time, click “Schedule Send”. A confirmation will appear in the chat showing the scheduled message with its timestamp. * * * Q6: Can I edit or cancel a scheduled message? A: Currently, scheduled messages cannot be edited. To make changes, delete the scheduled message and create a new one. * * *