How to Use the Schedule Feature in WA Workflow

Here's a structured Knowledge Base document explaining how to use the "Schedule" feature of this product, based on the provided screenshots.

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Knowledge Base: How to Use the Schedule Feature

Overview

The "Schedule" feature allows users to schedule messages, automate actions, and organize workflows. It supports both one-time scheduling and repeated tasks with customizable options.

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Accessing the Schedule Feature

1. Navigate to the "Add Schedule" section within the application.

2. You will see two tabs:

   • Once: For one-time schedules.

   • Repeated: For schedules that occur at intervals.

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Step-by-Step Guide

1. One-Time Scheduling

To create a one-time schedule:

1. Schedule For:

   • Use the dropdown menu to select the target (group, contact, or entity).

2. Templates Type:

   • Choose the type of template (e.g., Message).

   • Enter the content in the text box.

     • You can format the message using the provided tools (variables, bold, italic, underline, emojis).

3. Schedule Date & Time:

   • Set the specific date and time for the message/action.

4. Actions and Options:

   • Group Actions:

     • Add or remove contacts from groups (admin access required).

   • Custom Tab Actions:

     • Add or remove contacts from the custom chat tab.

   • Reply Received Actions:

     • Discard a schedule after replying.

   • Labels Actions:

     • Add or remove contacts from specific labels.

   • Other Options:

     • Archive chat.

     • Block chat.

     • Enable automatic sending if the schedule time has passed.

5. Save the Schedule:

   • Click the Save button to confirm.

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2. Repeated Scheduling

For recurring tasks:

1. Switch to the "Repeated" tab.

2. Schedule Date & Time:

   • Select the initial date and time for the action.

3. Repeated Type:

   • Choose the repetition interval:

     • Minute

     • Hourly

     • Daily

     • Weekly

     • Custom

4. Duration and End Schedule:

   • Start and End Time:

     • Choose between Run anytime or Run between a specific time period.

   • End Schedule Repeating On:

     • Choose either:

       • Number of Times Repeating: Specify how many times the schedule will repeat.

       • Complete On Date: Set an end date.

5. Actions and Options:

   • Similar to one-time scheduling, you can:

     • Archive chats.

     • Block chats.

     • Enable automatic sending if the schedule time has passed.

6. Save the Schedule:

   • Click the Save button.

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Additional Notes

1. Admin Privileges: For group-related actions, ensure you have admin permissions.

2. Labels and Custom Tabs:

   • Use labels to organize contacts effectively.

   • Custom tabs help to streamline conversations by grouping selected contacts.

3. Automatic Sending:

   • If the scheduled time passes, enabling this option ensures no message is missed.

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Troubleshooting

• Message Not Sending: Ensure the date, time, and recipient are correctly configured. Check permissions for group actions.

• Schedule Not Repeating: Verify the repetition settings and ensure an end time or completion date is provided.

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