Reminder
The Reminder plugin enables your agent to schedule and send time-based notifications to users through connected messaging channels. Reminders are created either by the AI during a conversation or by an external system via API, then delivered automatically at the scheduled time.
How It Works
- You create a plugin configuration and connect it to a messaging account and notification key.
- The AI or an external system creates reminder items — each with a phone number, a message template, and one or more scheduled send times.
- A background processor runs periodically, picks up reminders whose time has arrived, and delivers them through the Dialog service.
- After each delivery, the reminder's status is updated and an optional webhook is called with the result.
Key Features
| Feature | Description |
|---|---|
| Scheduled delivery | Reminders are sent at exact times, with support for multiple send times per item and automatic timezone conversion. |
| Retry logic | Up to five failed attempts per send time before the processor moves to the next scheduled time. |
| AI-triggered creation | The AI can schedule reminders mid-conversation using the plugin's function definition. |
| Integration API | External systems can create, update, and delete reminders using primary or secondary integration keys. |
| Webhook callbacks | Receive real-time delivery status updates at a URL of your choice. |
| Server state control | Pause and resume reminder delivery without deleting data. |
| Dashboard & management | View statistics, filter reminders by status or date, and perform bulk operations. |
Setup Flow
Follow these steps to configure and use the plugin:
- Plugin setup — create a configuration, set credentials, and obtain integration keys.
- Create reminder items — add reminders via the UI with recipient details and scheduled times.
- AI function tool — expose the plugin to the AI so it can create reminders during conversations.
- Integration API — manage reminders programmatically from external systems.
- Processing and delivery — understand how reminders are processed, sent, and retried.
- Webhook notifications — receive delivery status callbacks at your endpoint.
- Manage reminders — view the dashboard, filter the list, and perform bulk operations.
Prerequisites
Before creating a plugin instance:
- A messaging account code configured in your agent.
- A notification key from the CMS to authorize template delivery.
- One or more notification templates set up for the message content.
- A timezone strategy for your user base.