📝Tasks | Tasks

The 'Tasks' section is designed for creating, managing, and monitoring your virtual sales department's tasks.

Choose how to get information: video tutorial (timestamp: from 01:24) or text with images below.

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Video on YouTube.

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 monitor their status and manage them.

The columns show:

• ID — unique task identifier. Click the button to copy the ID to the clipboard; it may be needed when contacting technical support;

• Name — the name given when creating the task;

• Type — the selected task type;

• AI — the name of the AI used to perform the task;

• Managers — list of managers performing the task;

• Remaining TA — number of contacts not yet reached;

• Status — current state of the task:

  • 'completed' — the task is finished;

  • 'awaits' — waiting to be sent;

  • 'in progress' — the task is in process;

  • 'stopped' — the execution process is paused.

• Actions — control buttons:

  • Start — resume a paused task or start a new one;

  • Stop — finish the task;

  • Pause — pause the task, you can resume it later;

  • Trash bin — delete the task. Only completed tasks can be deleted.

Creating a task

To create a task, go to the section “Tasks” section 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 for;

• Type — select the required one from the dropdown list:

  • Telegram — sending messages to users of Telegram cloud, Telegram bot, Telegram business channels;

  • Whatsapp — sending messages to users of Whatsapp web, Waba channels;

  • Vkontakte — sending messages to users of Vkontakte user, Vkontakte public channels;

  • Avito — sending messages to users of the Avito channel;

  • Web — using 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 — 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.

Guide for choosing task type and work format depending on the required channel

If you select an unsuitable type and work format, you will not be able to add the required channel.

• Add channels — select available communication channels from the dropdown list. Only channels suitable for the selected type and service work format will be shown. If there are no available channels, you need to add them; more about adding channels in article;

• Add managers — select a virtual manager from the dropdown list to perform the task. You can add several; read about creating a manager in article;

• Select AI — select an AI from the dropdown list to perform the task; it will handle message processing and client communication. More about creating AI in article;

• Select integration — specify the integration through which information about successful chats will be transmitted. Integration setup is described in article.

After setup, click 'Create task'.

Editing a task

To make changes to an existing task, click on it; on the left, 'Task editor'will open. Change the necessary items and click 'Save task'.

*Instagram, a product of Meta, which is recognized as an extremist organization in Russia.