Never Forget a Follow-UpAgain
Create, assign, and track tasks linked to conversations, contacts, and leads. Five task types, four priority levels, AI-generated tasks, due dates, and automated reminders.
Follow up on price quote with Ahmed
Call customer about shipping
Campaign review meeting
Task Types
Priority Levels
AI-Generated
Link Types
Smart Reminders
Five Task Types
Classify your tasks by purpose for better organization and precise tracking
Follow up on price quotes and pending conversations
Scheduled calls to reconnect with customers
Send required documents or details to customers
Organize meetings with customers or the team
Any custom task that does not fall under other types
Priority Levels
Set the priority of each task to ensure urgent tasks are handled first. Urgent tasks always appear at the top of the list.
Task Statuses
Track each task from creation to completion or cancellation with automatic completion timestamp recording.
Three Task Sources
Tasks are created manually by the team, automatically by AI, or through automation triggers
Manual Creation
Create tasks manually from anywhere in the platform with type, priority, and due date
AI-Generated Tasks
AI agent auto-creates tasks from conversation context with confidence score and reasoning
Automation-Created
Workflow triggers auto-create tasks based on specific system events
AI Creates Tasks Automatically
When the AI agent talks to a customer and detects a need for human follow-up, it auto-creates a task with a confidence score, reasoning, and suggested priority.
Follow up on size request
Customer asked about sizes currently unavailable — follow up when available
Link Tasks to Everything
Every task can be linked to contacts, conversations, and leads — for full context in every task. When you open a contact profile, you see all linked tasks.
Task Types
Priority Levels
Statuses
Creation Sources
Due Date Tracking
Every task has a clear visual indicator based on its due date to help you focus on what matters most
Overdue
Past due date
Due Today
Due date is today
Due Soon
Within the next three days
On Track
More than three days until due
Task Management Features
Due Dates
Set a due date for each task with automatic reminders before and when overdue
Team Assignment
Assign each task to a specific team member with instant notification on assignment
Multi-Linking
Link tasks to contacts, conversations, and leads for full context
Create from Conversations
Create tasks directly from any conversation with one click and auto-linking
Smart Reminders
Automatic reminders for overdue, due today, and upcoming within three days
Task Statistics
Comprehensive reports by status, priority, and source with overdue and due counts
Task Statistics Dashboard
Total Tasks
Completed
Overdue
Due Today
By Status
By Priority
By Source
Organize Your Team's Tasks Efficiently
Tasks linked to conversations and customers with clear priorities, due dates, and AI auto-creation
Easy-to-use interface