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Your sales agent can check back on something for you later, such as whether a customer replied. Ask it in plain words. When the time comes, it looks into it and tells you what it found in your chat. This guide sets a reminder on Northwind’s account, then cancels it before it fires.

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Ask for the reminder

Click CRM in the left rail and open the sales agent’s chat on the right. Click + for a fresh chat, then say when and what to check. Click the arrow to send.
The sales agent's chat box with Auto, Chat and Job above it, and the request: Remind me next Tuesday at 9 am to check whether Sage Whitlock replied about our wholesale price sheet. Just the reminder, nothing else. The send arrow is outlined

The request

The agent confirms the day and time.
Setting the reminder for Tuesday, October 27 at 9 a.m. Portland time; a CRM reminder schedule card, Completed; and Reminder set for Tuesday, October 27 at 9:00 a.m. Portland time

The agent's answer

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See your reminders

Click Agent at the top of CRM, then Reminders. Each reminder shows its status, its name and when it fires next.
Reminders, self-scheduled pings the sales agent uses to check back; the reminder Check Sage reply on wholesale price sheet, Scheduled, next fire 10/27/2026, with Fire now and Cancel, outlined

The reminder, scheduled

The list shows the time in your computer’s time zone. Northwind’s reminder is 9 a.m. in Portland, which this screen showed as 11:00 AM because the computer was two hours ahead.
Click the arrow at the start of the row to read the Prompt: what the agent will do when the reminder fires.
The opened reminder, Scheduled, with Fire now and Cancel; its Prompt, outlined: Check whether Sage Whitlock replied about the wholesale price sheet. Review the latest available email or CRM thread and tell me whether Sage replied

What the agent will do

Fire now runs it right away instead of waiting; a one-time reminder then won’t run again.

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Cancel a reminder

Click Cancel on its row, then Cancel reminder. Nothing else about the contact changes.
Cancel this reminder? The sales agent will not fire it. Nothing else about the contact changes. Cancel, and Cancel reminder

Confirm the cancel

The row now says Cancelled and won’t fire. Click the trash icon to remove the row. Northwind cancelled its reminder right after setting it.
The reminder Check Sage reply on wholesale price sheet with its status Cancelled, outlined, and a trash icon

Cancelled

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Good to know

  • Up to a week ahead: a reminder can be set for any time in the next 7 days.
  • Repeat it: ask for “every Monday at 9 am” and the agent sets a repeating reminder. It stops after 10 times unless you ask for more.
  • It counts as AI use when it fires, like a chat with your agent. Cancel reminders you no longer need.
  • More: AI SDR Reminders covers every option, and Ask Your Sales Agent About Your Pipeline shows the chat.