📝Tasks
The «Tasks» section is intended for creating, managing, and monitoring tasks for your virtual sales department.
General view of the section
On the left go to the section «Tasks».
Main elements
On the opened page there is a table with created tasks where you can track their status and manage them.
Columns show:
ID Log — a unique task identifier. Click the button to copy the ID to the clipboard; it may be needed when contacting technical support;
Name — the name that was given when creating the task;
Type — the selected task type;
AI — the name of the AI that is used to perform the task;
Managers — the list of managers who perform the task;
Remaining — the number of contacts that have not yet been contacted;
Status — the current state of the task:
«completed» — the task is finished;
«waiting» — awaiting sending;
«in progress» — the task is in process;
«stopped» — the execution process is suspended.
Сontrol — buttons for management:
Start — resume a task that is paused or start a new one;
Stop — finish the task;
Pause — pause the task, it can be resumed later;
Trash bin — delete the task. Only a completed task can be deleted.
Creating a task
To create a task go to the section «Tasks» and click «Create task».
A form for configuring the task will open. You need to fill in the fields:
Name — specify any name that will help you understand what the task is responsible for;
Type — select the required one from the dropdown list:
Telegram — sending messages to users via Telegram cloud, Telegram bot, Telegram for business;
Whatsapp — sending messages to users via Whatsapp WEB, Waba;
Vkontakte — sending messages to users via Vkontakte user, Vkontakte bot;
Avito — sending messages to users via the Avito channel;
Web — using channels Page messenger, Iframe, Widget for website;
amoCRM — working in amoCRM dialogs;
Instagram* — using Instagram channels;
Kommo — working in Kommo CRM dialogs;
MAX — sending messages to users via the MAX user channel.
Dialogue spend limit (in $) — set the amount at which the dialogue will be automatically blocked.
Work option — select the required one from the dropdown list:
«Incoming communication» — for replying to incoming messages;
«Incoming and outgoing communication» — for sending outgoing messages and replying to incoming ones. More about the additional parameters of this item below.
Additional settings for the «Incoming and outgoing communication» parameter
Working hours — specify the hours for sending outgoing messages using the slider. The bot will reply to incoming messages around the clock.
Timezone for settings — UTC +0. Take this into account.
Example: if you need to send outgoing messages from 9:00 to 18:00 MSK, then in the «Working hours» setting you should set the interval 6-15.
Daily outgoing limit per channel — set the daily limit of outgoing messages per channel. Limits on outgoing messages in the article.
Pause between messages — set the interval between sending outgoing messages, minimum three seconds.
Target audience — add specific clients to whom you want to send outgoing messages. User data depends on the selected task type:
Sending to a WhatsApp user — enter users' phone numbers with the country code;
Sending to a Telegram user — enter Telegram usernames (for example: @username) or phone numbers (for example: +79123456789. Input formats with 8 or 7 are also supported).
Sending to a community in VK — enter VK group IDs, for example -12345678. You must enter the group ID with a leading minus sign; otherwise, the messages will be sent to a user;
Sending to a user VK — enter VK user IDs, for example 12345678;
Sending to a MAX user — enter users' phone numbers with the country code (for example: 79123456789).
Important: each ID, phone number or username must be inserted on a new line!
Cheat sheet for choosing task type and operation format depending on the required channel
If you choose an inappropriate type and operation format, you will not be able to add the required channel.
After selecting the task type and operation format, additional settings will appear that depend on the chosen type and format. Use the cheat sheet above to make your selection.
Add channels — select available communication channels from the dropdown list, you can add multiple channels of one type. You will only be shown channels that match the selected type and service operation format. If there are no available channels, they need to be added; more about adding channels in the article;
If a communication channel is already used in another task, it can be connected to the new task only by stopping or deleting the active task.
Add managers — from the dropdown list select the virtual manager who will perform the task. You can add several, and about creating a manager read in the article;
You can choose any manager, but if they are already used in another task that is in «in progress» or «waiting» status — the task will not start. To start this task you need to stop or delete the task in which the selected manager is used.
Choose AI — from the dropdown list select the AI to perform the task; it will be responsible for processing messages and communicating with clients. More about creating AI in the article;
Choose integration — specify the integration through which information about successful chats will be transmitted. We explained how to set up integrations in the article.
After configuring click «Create task».
After that wait ten minutes, this is necessary for the system to allocate server resources. After ten minutes the «waiting» status in the task list should change to «in progress».
Editing a task
To make changes to an existing task click on it, the «Edit task». Change the required items and click «Save task».
In the task editor you cannot change: the task type, the operation format, and the connected channels. If you need to change these items — delete the task and create it again.
*Instagram, a product of Meta, which is recognized as an extremist organization in Russia.
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