AI Agent conversations to tasks

Boards lets you capture and manage AI-powered conversations as tasks. Our AI Agents automatically generate tasks when customers make a request, submit an application, or place an orderā€”ensuring you never miss a beat. A better service for your customers.

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AI Agent conversations to Tasks

How to Use Your Conversations in the Boards

Connect an AI Agent to a board

Connect an AI Agent to a board

In your AI Agent's settings, enable it to capture customer requests based on your instructions. Your AI Agents can process conversations, pick out key details, and generate tasks based on your set conditions.

Your AI Agent generates tasks based on its conversations

Your AI Agent generates tasks based on its conversations

Your AI Agent will collect customer requests from chats, calls, and other channels and convert them into tasks on your board, ensuring your team stays ahead.

Manage and complete tasks

Manage and complete tasks

After your AI Agent generates tasks in your board, assign them to team members, organize them by groups, and extract relevant information from conversations. Your board helps you streamline follow-ups and customer inquiries.

Seamless task management

Convert AI Agent conversations into actionable tasks, ensuring that important discussions lead to follow-ups and resolutions.

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Seamless task management

Improved collaboration

Assign tasks to team members, letting them review, respond, and take necessary actions easily.

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Improved collaboration

Better customer support management

Track user inquiries and AI-assisted responses in an organized board, ensuring timely follow-ups and improved support efficiency.

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