Solve it together
Bring together cross-functional teams. Whether it's the warehouse team or marketing team, creating tasks strengthen agent's ability to collaborate and solve customer issues quicker.
Thanks for the reminder
Stay ahead of special customer moments by scheduling tasks for tomorrow or months down the road — like a reminder to send your favorite customer a quick happy birthday text.
Never drop the ball
Trigger tasks in third party systems to ensure nothing is missed and avoid the need to switch to other products to get the job done.
Key Features
With tasks you can set reminders, schedule to-dos, and resolve issues with teammates under a single communication thread.
Task Assignment
Assign colleagues both inside and outside the customer support team to follow up on a customer request.
Task Cards
See all open and upcoming tasks in one central place in the customer profile.
Task Collaboration
Ask questions, provide context, and centralize the discussion as a team under a single thread.
Task Reminders
Surprise and delight customers outside of a direct conversation to remember the little things like a birthday or anniversary.
Task Following
Get updates on the progress of a request and be notified when it’s time for you to take action.
Task Scheduling
Schedule work that needs to be done in the future to stay proactive and prioritize work.
"It is excellent for taking notes, making different tasks, and best of all assigning work easily to other colleagues and teams for help. It is an excellent platform."
See Tasks In Action
