Scheduled tasks
Have an agent reach out proactively — one-off reminders and recurring check-ins delivered to a contact's existing channel.
A scheduled task lets an agent start the conversation rather than only replying. Follow-up reminders, recurring check-ins, a daily summary — delivered to a contact's existing chat channel.
Manage them from the Scheduled Tasks tab on the agent.
Creating a task
| Field | What it sets |
|---|---|
| Title | A name for you, not shown to the contact |
| Schedule type | One-off or recurring |
| Run at | Date and time, for a one-off task |
| Recurrence | The repeat pattern, for a recurring task |
| Timezone | Schedules are evaluated in this zone |
| Enabled | Pause a task without deleting it |
| Action | What the task actually does |
| Contact | Who receives it |
One-off tasks must be scheduled in the future. Recurring tasks have a minimum interval of five minutes.
What a task can do
| Action | What happens |
|---|---|
| Agent message | Runs the agent with an instruction and delivers its response |
| Notification | Delivers a fixed message with no model call |
An agent message is billed as one interaction, the same as a user turn, because the model runs. A plain notification is not.
Choosing the channel
A task is delivered to the contact through a channel they already use. If you do not pick one, KlicForge uses their WhatsApp identity where available, otherwise the first channel it can reach them on.
Delivering to WhatsApp requires an approved message template. Meta blocks business-initiated messages outside the 24-hour customer service window unless they use one. A WhatsApp task without a template selected will not send. See WhatsApp setup.
Managing tasks
Tasks can be paused, resumed and cancelled. Each task keeps a run history so you can see whether it fired and what happened.
Troubleshooting
| Symptom | Likely cause |
|---|---|
| Task never ran | It is disabled, or the agent is not active |
| Task ran but nothing was delivered | The contact has no reachable channel identity |
| WhatsApp task silently does not send | No approved template selected |
| Recurring task fires at the wrong time | Timezone is set to something other than the contact's |