Tasks are all the activities to be carried out for the client. These are tasks such as: sending a quote, sending a new proposal, editing a personalized response, etc. In Tasks you can keep track of existing tasks, seeing which ones have already been completed, which ones have expired and which ones are still open. Using the search field, you can search for tasks by name. You can also filter by period, channel, status or agent.

To access this functionality, go to Zenvia Chat - Administrator Profile > Tasks.

This screen shows

• Task status;
• Channel from which the message came;
• Name of the customer who contacted you;
• Date, day and time of task execution;
• Agent responsible for creating and executing the task.

When you select a task, you have the option of transferring it to another agent or deleting it from the list. Clicking on a task opens a screen on the right with all the details.

You can export the information to a .csv file by clicking the Export button. You will be notified when the report is ready and can download it.

Done! Download done, information exported.