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.
Task Management Capabilities
Everything needed to organize end-to-end team workflows.
Workflows
List View
Tags
Archive
Completed Tasks
Task Notifications
Automations
Reports & Analytics
Workflow Settings
Seamless toggle between Kanban board and List view
Custom stages, colored tags, and subtasks
Archive and full task history
01
Visual Workflows & List Views
Organize tasks by status, department, and priority in Kanban or List views; track each process stage with clarity.
Rule and department-based auto-assignment
Deadline and priority management
Auto-generated tasks from Chatbot and CRM data
02
Automated Task Assignments & Conditional Flows
Automatically create tasks and set SLAs when a live chat starts, a form is submitted, or a WhatsApp message arrives.
Desktop, mobile, and email task alerts
Internal notes, file, and image attachments
Smooth handoffs between departments
03
Real-Time Task Notifications & Team Collaboration
Notify assignees instantly on status updates, comments, and file attachments without missing a beat.
Average task completion turnaround time
Staff and department productivity metrics
Real-time dashboard charts and performance tracking
04
Advanced Process Analytics & Performance Reports
Analyze task completion speeds, team workloads, and operational bottlenecks with visual reporting.
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.
Visit Our Documentation Page →Learn MoreYes. Agents can create tasks with a single click inside active chats, or set up automations to generate them conditionally.