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Document

Chats (Basic): Client Tasks

Chats (Basic): Client Tasks
9 Min

Client tasks are checklists you provide clients with inside your chats.

When you add tasks to a chat, they are conveniently displayed as to-do items with checkboxes. Once all the to-dos are checked off by the client, you get an email notification. Clients conveniently mark their tasks completed from the notification on their dashboard. Also, these could be used in pipeline automations.

Read more

Document

Chats (Basic): Client Tasks

Client tasks are checklists you provide clients with inside your chats.

When you add tasks to a chat, they are conveniently displayed as to-do items with checkboxes. Once all the to-dos are checked off by the client, you get an email notification. Clients conveniently mark their tasks completed from the notification on their dashboard. Also, these could be used in pipeline automations.