Use the Schedule Flow on a Delay steptype to automatically launch another Flow at a designated time. This is great when you want to give enough time for a customer to respond before following up or there is some other time-based factor to your team’s processes.

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Requirements

Since scheduled Flows will automatically run in the background without an agent opening the Flow in Sidekick, scheduled Flows can only be built using Background-runnable step types. For more information, check out this article: Which steps can run in the background?

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Step Configuration

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Title

Use this field to instruct the agent on which Flow is being run later here and why. We recommend keeping this as concise as possible.

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Prompt user to select date/time

Check this box to prompt the agent to choose a specific date and time for the specified Flow to run. Agents can only choose a date up to 30 days into the future. When a date and time are specified, it overrides the delay in minutes field below.

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Schedule Name

Use this field to give a name to this schedule. This is for internal purposes only and won’t be visible to agents, end users, or customers.

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Select delayed Flow to launch

Use this field to select the Flow you wish to launch in the future. Reminder: only Flows built entirely with background-runnable steptypes will appear in this dropdown list for you to select.

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Delay in minutes

Use this field to specify the number of minutes into the future when the selected Flow should be launched. The maximum number of minutes is 43,200 (equal to 30 days).