📝Tasks | Tasks
The “Tasks” section is designed for creating, managing, and monitoring the tasks of your virtual sales department.
Choose how to receive the information: a video guide (timecode: from 01:24) or text with images below.
General view of the section
On the left, go to the “Tasks”.
Main elements
On the opened page there is a table with created tasks; here you can monitor their status and manage them.
Columns show:
ID — the unique identifier of the task. 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 used to perform the task;
Managers — the list of managers performing the task;
Remaining TA — the number of contacts that have not yet been contacted;
Status — the current state of the task:
“completed” — the task is completed;
“waiting” — awaiting sending;
“in progress” — the task is in progress;
“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 — 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 “Tasks” section 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:
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 dialog (in $) — set the amount at which the dialog will be automatically blocked.
Service operation format — choose the required one from the dropdown:
“Incoming communication” — for replying to incoming messages;
“Incoming and outgoing communication” — for sending outgoing messages and replying to incoming ones. More details about additional parameters of this item are 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.
The timezone for settings is UTC +0. Keep this in mind.
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 are in the article.
Pause between dialogs — 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;
Sending to a user VK — specify VK user IDs, for example 12345678.
Important: each ID, phone number, or username must be pasted on a new line!
Reference 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 — choose available communication channels from the dropdown; you can add multiple channels of the same type. Only channels that match the selected type and service operation format will be shown. If there are no available channels, they need to be added; more about adding channels is 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 select the virtual manager who will perform the task. You can add several; read about creating a manager in article;
You can choose any manager, but if they are already involved in another task that is in the “in progress” or “waiting” status — the task will not start. To start this task you need to stop or delete the task that uses the selected manager.
Choose AI — from the dropdown select the AI to perform the task; it will be responsible for processing messages and communicating with clients. Read in detail about creating AI in article;
Choose integration — specify the integration through which information about successful chats will be transmitted. Integration setup is described in article.
After configuration 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 “Task editor”will open on the left. Change the necessary items and click “Save task”.
*Instagram is a product of Meta, which is recognized as an extremist organization in Russia.
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