📝Tasks | Tasks
The “Tasks” section is designed for creating, managing, and monitoring tasks for your virtual sales department.
Choose how to receive the information: a video tutorial (timecode: from 01:24) or text with images below.
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; here you can track their status and manage them.
The columns show:
ID — the task's unique identifier. Click the button to copy the ID to the clipboard; it may be needed when contacting technical support;
Name — the name that was set when creating the task;
Type — the selected task type;
AI — the name of the AI used to perform the task;
Managers — the list of managers performing the task;
Remaining TA — the number of contacts that have not yet been reached;
Status — the current state of the task:
“completed” — the task is finished;
“awaiting” — waiting to be sent;
“in progress” — the task is in process;
“stopped” — the execution process is suspended.
Actions — buttons for management:
Start — resume a task that is paused or start a new one;
Stop — finish the task;
Pause — put the task on pause, then it can be resumed;
Trash — 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 in it:
Name — specify any name that will help you understand what the task is responsible for;
Type — choose the required one from the dropdown list:
Telegram — sending messages to users via Telegram cloud, Telegram bot, Telegram business channels;
Whatsapp — sending messages to users via Whatsapp web, Waba channels;
Vkontakte — sending messages to users via Vkontakte user, Vkontakte public channels;
Avito — sending messages to users via the Avito channel;
Web — using the Page messenger, Iframe, Widget, Api channels;
Instagram* — using Instagram channels.
Spending limit per dialogue (in $) — set the amount at which the dialogue will be automatically blocked.
Service operation format — choose the required one from the dropdown list:
“Incoming communication” — for responding to incoming messages;
“Incoming and outgoing communication” — for sending outgoing messages and responding to incoming ones. More about 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 respond 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 Moscow time, 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 are in the article.
Pause between dialogues — 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 — specify users' phone numbers with the country code;
Sending to a Telegram user — specify 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 — specify VK group IDs, for example: -12345678. The group ID must be entered with a “minus” sign; otherwise messages will be sent to a user;
Sending to a user VK — specify VK user IDs, for example: 12345678.
Important: each ID, phone number, or username must be inserted on a new line!
Cheat sheet for choosing the 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.
Add channels — select available communication channels from the dropdown list; you can add several channels of the same type. You will only be shown the channels that fit the selected task type and operation format. If there are no available channels, they need to be added; more about adding channels in 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 read about creating a manager in article;
You can select any manager, but if they are already used in another task that is in the “in progress” or “awaiting” status — the task will not start. To start this task you need to stop or delete the task that uses the selected manager.
Select AI — from the dropdown list choose the AI to perform the task; it will be responsible for processing messages and communicating with clients. More about creating an AI in article;
Select integration — specify the integration through which information about successful chats will be transmitted. Integrations setup is described in article.
After configuration click “Create task”.
After that wait ten minutes; this is needed for the system to allocate server resources. After ten minutes the “awaiting” status in the task list should change to “in progress”.
Editing a task
To make changes to an existing task click on it; the “Task editor”. Edit the necessary items and click “Save task”.
*Instagram is a product of Meta, which has been recognized as an extremist organization in Russia.
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