Collaborate effectively with customer-centric tasks

Resolve customer issues with teammates or set yourself reminders, keeping every interaction tied to the customer under a single communication thread.

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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.

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"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."

User in Hospitality
See More of our g2 reviews here

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.

See Tasks In Action

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