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Task Bot


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What is the Task Bot?

The Task Bot can create a task, appointment or note for a contact record.

What is a task? How can you make an appointment (linking to other features)? How do you add stuff using the Task Bot?

How Folks Are Using the Task Bot

Create Tasks based on Past Contact

First use the Counter Bot to know the number of touches with a contact.

Then, when the trigger number of touches is reached, use this bot to create a task for an agent to reach out to that user or perform an update to the contact record.

Record Information

I use this bot to record important information that I want as a note for historical purposes. This may include moving information from fields to notes to free up the field for fields used on a recurring basis, i.e. NPS, feedback or comments.


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