Conversations
Schedule a Text or Email
Queue a one-to-one message for a future date and time instead of sending now.
Account time zone (Settings → General) is the reference for scheduled times.
Schedule a text
- Conversations → open the prospect → type the SMS.
- Click Schedule (clock).
- Pick the date and time → Send.
- A chip shows the scheduled time. Open the chip to edit or remove.
Schedule an email
- Conversations → Email → compose (templates, signature, From address).
- Use Schedule in the email composer.
- Pick date and time → Send.
Find scheduled outreach
- Pipeline Filter includes scheduled messages.
- The composer chip is the fastest way to change or cancel a message you just scheduled.
Not the same as
- Campaigns — bulk send to a filtered audience, with its own schedule
- Automations — trigger → action rules with delay / business-hours options
- Device Handoff — queued until you send from a phone, not until a clock time
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