Tasks

Track AI-generated action items from calls and manage follow-ups

Tasks are action items automatically generated by AI after each call. When your assistant identifies follow-ups, commitments, or required actions during a conversation, they become tasks you can track and manage.

How Tasks Are Created

After every completed call, the AI analysis pipeline reviews the conversation and extracts actionable items. For example:

• “Send pricing document to customer”
• “Schedule follow-up call for next Tuesday”
• “Escalate billing issue to accounts team”
• “Email contract to [e-mail]”

These appear automatically in the Tasks section, linked to the original conversation.

Task List

Navigate to Tasks in the Workspace section to see all tasks across your workflows. Each task shows:

• Title — What needs to be done
• Source — Which conversation generated the task
• Contact — Associated contact from the Directory
• Status — Open, In Progress, or Completed
• Priority — Derived from the conversation context
• Created — When the task was generated

Managing Tasks

Update Status

Click on a task to update its status:

• Open — Not yet started
• In Progress — Being worked on
• Completed — Done

View Source Conversation

Each task links back to the conversation that generated it. Click the conversation link to review the full context — recording, transcript, and AI analysis.

Best Practices

Review Daily: Check your task list daily to stay on top of AI-generated follow-ups.

Use with Webhooks: Configure webhooks on your workflows to send tasks to external project management tools automatically.

Next Steps

Conversations

Review calls that generated tasks

VoiceFlows

Configure analytics to improve task extraction