Task Management

Built-in task management that connects directly to your customers and conversations.

Tasks linked to customers

Every task can be linked to a customer. When your AI agent promises to follow up, a task is created automatically. When a team member needs to action something, the customer context is right there.

Task types with custom fields

Define task types that match your workflow — "Follow-up Call", "Document Request", "Site Visit". Each type can have its own custom fields, so you capture exactly the right information.

Subtask checklists

Break tasks into steps. Add a checklist of subtasks and tick them off as you go. See progress at a glance.

Assignment and ownership

Assign tasks to specific team members. Filter by assignee to see your own workload or check on someone else's. Admins see everything, members see their own.

Status tracking

Track tasks through their lifecycle — Open, On Hold, Completed, Cancelled. Filter by status to focus on what's active.

Due dates

Set due dates and never miss a deadline. Tasks with upcoming or overdue dates surface where your team can see them.

AI-created tasks

Your AI agents can create tasks during conversations. A customer asks for a callback? The AI creates the task, sets the due date, and assigns it — without anyone lifting a finger.