Task

Work one task

1. Open Task and choose a status or queue card. Use search and the shop, source, stage, due-date, or confirmation filters to narrow the list.
2. Select Review on a row to open its task panel. Check the customer, shop, reason, previous contact, appointment context, priority, and next due time.
3. Choose an available contact action. The panel can offer a phone call, in-app chat, SMS, or AI-assisted call depending on the task and account.
4. Select the matching outcome, add a note, and set a follow-up time when the outcome needs another contact. Save the outcome.
5. Mark the task complete only when the follow-up is finished; check the refreshed status before repeating an action after an error.

Contact several customers

1. Select the task rows to include, then choose the batch follow-up action.
2. Choose the contact channel shown for your account and review the preview counts and recipients.
3. Start the batch only after the preview matches your intended follow-up.
4. Check the result and recent batch history, then open any item marked for human review.