Zero Lost Requests
Customer interactions turn into actionable tasks instantly.
Process & Task Management
Build Workflows, Automate Tasks & Team Processes
Design visual workflows, assign tasks with SLA rules, and monitor performance analytics. Connect automations to streamline operations in a single dashboard.
- Zero Lost Requests
- Automation-Driven
- Full Transparency
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Workflows
List View
Tags
Archive
Completed Tasks
Task Notifications
Automations
Reports & Analytics
Workflow Settings
Task Management Capabilities
Everything needed to organize end-to-end team workflows.
Visual Workflows & List Views
Organize tasks by status, department, and priority in Kanban or List views; track each process stage with clarity.
- Seamless toggle between Kanban board and List view
- Custom stages, colored tags, and subtasks
- Archive and full task history
Why Use Task Management?
Core advantages that multiply operational efficiency.
Automation-Driven
Eliminate manual creation with event-driven triggers.
Full Transparency
Track progress across teams and stages in real time.
Activity & Audit History
View complete modification logs, status changes, and team activity timeline on every task.
Media Attachments & Subtasks
Attach files, images, and documents; break down complex projects into actionable subtasks.
Data-Driven Decisions
Measure team output with granular metrics and KPIs.
FAQ
Process & Task Management - FAQ
Everything you need to know about workflows and task automation.
Yes. Agents can create tasks with a single click inside active chats, or set up automations to generate them conditionally.