Follow-up tasks

Follow-up tasks that don't get lost in the chat

A task is a dated to-do on one contact: call back about a quote, send the price with shipping, confirm a visit. It belongs to the contact's owner, and your AI agent can create it when a customer asks for something a person has to do.

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Where follow-ups go to die

  1. "I'll call you tomorrow", and then nobody does.

    1. A dated task on the contact, for its owner, that shows as Overdue the moment it slips.

  2. A customer asks the AI for a quote at night, and the request sinks in the chat.

    2. The AI agent creates a task for the contact's owner whenever a person has to do something later.

  3. A lead changes hands and the pending to-dos stay with the old rep.

    3. Tasks belong to the contact's owner and move with the contact when it gets a new one.

A to-do on the contact, not in someone's head

Each task carries what needs to happen, when it's due and the context to do it. There is no separate assignee: the contact's owner is responsible, and gets a notification as soon as a task is created for them. A task on a contact with no owner waits under No owner, where admins see it.

  • Type: Call, Message, Meeting or To-do
  • Priority: Low, Medium or High
  • A note and up to 10 attachments
  • Creating and completing a task is recorded on the contact's timeline

The AI agent writes them for you

Turn on Can create tasks for the team in an agent's configuration, and the agent creates a task for the contact's owner when a customer asks for a call back, a quote or anything else a person must do later. Integrations add them too: Meta Lead Ads when its WhatsApp auto-reply can't be sent, and HubSpot for tasks created there on a synced contact.

One list: overdue, today, upcoming

The Tasks page splits Open and Completed, and groups open tasks into Overdue, Today and Upcoming. Every task shows who created it: a teammate, the AI agent or an integration. The sidebar shows how many are due.

  • Filter by due date, by who created it, and by owner if you are an admin
  • Sort by due date, priority, creation date or title
  • Select several and mark them done at once

Create one from wherever you are

Add a task from the Tasks page, from a contact's Tasks tab, or from the tasks card in a conversation's details panel in the Inbox, without leaving the chat.

How to get started

Start using tasks

  1. 01

    Let the AI create them

    In the agent's configuration, turn on Can create tasks for the team.

  2. 02

    Add your own

    Click New task on the Tasks page, or use the tasks card while you chat with a customer.

  3. 03

    Work the list every day

    Open Tasks, clear Overdue and Today, and click Mark as done as you go.

Frequently asked questions

To the contact's owner. A task has no separate assignee, and when the contact gets a new owner, its open tasks move with it.

Yes, when Can create tasks for the team is on in its configuration. It creates a task for the contact's owner when a customer asks for something a person must do later, such as a call back or a quote.

Yes. The owner gets a notification as soon as a task is created for them, and the sidebar shows how many tasks are due.

Agents see the tasks on the contacts they own. Admins see every task, including the ones on contacts with no owner.

Yes. Tasks created in HubSpot on a synced contact come into Ciarem. The HubSpot integration is available on the Growth and Scale plans.

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