> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Have Your Sales Agent Remind You

> Ask your sales agent to check back on something later, see the reminder it set, and cancel it if plans change

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.

## 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](https://mintcdn.com/locusdigital/0BUSrqoyIOF3t8OJ/images/how-tos/crm/rem-01-ask-closeup.webp?fit=max\&auto=format\&n=0BUSrqoyIOF3t8OJ\&q=85\&s=22d89a821e2f8ec4888c476210d12cb5)

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](https://mintcdn.com/locusdigital/0BUSrqoyIOF3t8OJ/images/how-tos/crm/rem-02-reply-closeup.webp?fit=max\&auto=format\&n=0BUSrqoyIOF3t8OJ\&q=85\&s=76025d9f382bdfe14f7ec91f501c3153)

## 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](https://mintcdn.com/locusdigital/0BUSrqoyIOF3t8OJ/images/how-tos/crm/rem-03-list-closeup.webp?fit=max\&auto=format\&n=0BUSrqoyIOF3t8OJ\&q=85\&s=65c8f34ca023a5397e183efc36169d9f)

> [!NOTE]
>
> 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](https://mintcdn.com/locusdigital/0BUSrqoyIOF3t8OJ/images/how-tos/crm/rem-04-prompt-closeup.webp?fit=max\&auto=format\&n=0BUSrqoyIOF3t8OJ\&q=85\&s=ce3fbb758a8956a2dd6aa25295f8327f)

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

## 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](https://mintcdn.com/locusdigital/0BUSrqoyIOF3t8OJ/images/how-tos/crm/rem-05-cancel-closeup.webp?fit=max\&auto=format\&n=0BUSrqoyIOF3t8OJ\&q=85\&s=7e9fbd73184e5f99fc82f89b8df35277)

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](https://mintcdn.com/locusdigital/0BUSrqoyIOF3t8OJ/images/how-tos/crm/rem-06-cancelled-closeup.webp?fit=max\&auto=format\&n=0BUSrqoyIOF3t8OJ\&q=85\&s=f38541a84598da58423debc200fd8f79)

## 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](/how-tos/ai-sdr-reminders) covers every option, and [Ask Your Sales Agent About Your Pipeline](/how-tos/crm/ask-your-sales-agent) shows the chat.


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