Tasks Born from Conversations
Link a task to a chat or Inbox thread with one click, and returns and complaints forms create them automatically
Task System
No Inquiry Gets Lost in a Mailbox
Tasks collect everything that needs the team's reaction - from chat, from Inbox and from returns forms. One queue with statuses, priorities and deadlines instead of sticky notes and forgotten e-mails.
One Queue
All Inquiries in One Place
You can create a task manually, but most often it is born on its own - from a chat conversation, an e-mail thread or a return or complaint submission.
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A Board with Statuses
Waiting, In Progress, Done - collapsible groups with counters in a kanban layout
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Priorities and Deadlines
Four priority levels shown as colored flags; tasks past their deadline land on the dashboard as overdue
Teamwork
The Whole Conversation About a Case, at the Case
Instead of arrangements scattered across messengers - comments, assignments and the conversation context directly in the task.
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Assigned People
You assign consultants to a task, and everyone assigned gets a notification
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Real-Time Activity
An internal team chat on every task - comments appear live for everyone
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The Thread Tab
A preview of the conversation the task came from, with a quick jump to chat or Inbox
AI Support - Optional
AI Knows the Case Status and Can Talk About It
The "Summary for AI" field describes the task context in language the assistant understands - so AI can inform customers about their case status without involving the team.
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Summary for AI
You describe the outcome or context of the case, and AI uses that knowledge in customer conversations
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Statuses Without Follow-Ups
The customer asks about their case in chat, and AI answers based on the information in the task
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Contact Details on the Task
Name, e-mail and phone of a customer from outside the system saved directly in the task
FAQ - Frequently Asked Questions About the Task System
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Where do tasks come from?
From three sources: you create them manually, a consultant creates them from a chat conversation or an Inbox thread, and the returns and complaints forms create them automatically with every customer submission.
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Does the task system require AI?
No - it is a classic task list with statuses, priorities and assignments. The "Summary for AI" field is optional and becomes useful only when you want to automate case status replies.
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Will I see which tasks are overdue?
Yes - tasks past their deadline are marked as overdue and appear in a dedicated dashboard tile, so nothing slips through.
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Can the team discuss a task?
Yes, every task has an Activity tab - an internal chat visible only to the team, working in real time. If the task was born from a conversation, the Thread tab leads to the original conversation.