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.


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.


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.


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.


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.


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.


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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