Dex Workflows

Keep-in-Touch

Stay connected effortlessly with Dex's personalized keep-in-touch reminders, ensuring you never miss a beat in reaching out to your friends!

Stay connected effortlessly with Dex's personalized keep-in-touch reminders, ensuring you never miss a beat in reaching out to your friends!

Setting up Keep-in-Touch

There are several ways to set up a frequency for Keep-in-Touch:

Keep-in-Touch Page

We recommend using the Keep-in-Touch page if you're setting up frequencies for a bunch of contacts.

From here, it's a simple drag-and-drop. You have the option to set it up by Group as well.

If you see the ❗icon right next to the name, there's an overdue reminder that needs your attention.

Dex calculates the next KIT reminder based on two factors:

  • Last Interaction Date
  • KIT Frequency (e.g., every 6 months)

How It Works

If the last interaction date is set first, and then the KIT frequency is defined, Dex schedules reminders correctly. Example:

  • Last interaction = Jan 1
  • Frequency = every 6 months
  • → Next reminder = Jul 1

If there is no last interaction date and a KIT frequency is set, we can only infer that the next interaction should be the current date + the chosen frequency.

Example:

No last interaction

  • Frequency = every 6 months
  • → Next reminder = 6 months from today

Quick Actions

If you want to go through each card quickly with shortcut keys, we recommend the Quick Actions page:

Contact Card

From the contact's profile, you can also set (F), snooze (H), or update the Keep-in-touch reminder.

Snoozing KIT reminders allows you to set a specific date. You can also see the exact date of when you'll be reminder on the right.

Bulk Keep-in-Touch Frequency Edits

You can edit Keep-in-Touch (KIT) frequencies in bulk from the Contacts page, within a Group, or inside a View.

  1. Select the contacts you want to update or do a Select All.
  2. Click the Frequency icon.
  3. Choose the new Keep-in-Touch frequency to apply the change to all selected contacts.

This allows you to efficiently update KIT settings for multiple contacts at once.

KIT Bulk

If you've connected Dex to Claude, ChatGPT or another assistant through the MCP Server or the ChatGPT App, the Keep in touch skills give it ready-made prompts to suggest cadences for your closest people, rank who to reach out to this week, and draft check-ins for your overdue list.

FAQ

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