Tasks and follow-ups
May no pending task depend on remember it later.
Turn conversations and opportunities into tasks with an assignee, priority, deadline, and status to keep operations moving.
Visible tracking
What to do, who will do it and when.
Responsible
Clearly assign who must execute the task.
Priority
Distinguish what is urgent from what can wait.
Deadline
Define when each pending item must be resolved.
Status
Pending, in progress, overdue, or completed.
From the conversation
The next step is created where the need arises.
A task can arise directly from the Inbox, the CRM, or contact follow-up.
Conversation → task
Turn a request into a pending task without losing the chat context.
CRM → tracking
Associate actions with opportunities that need to move forward.
Contact → person in charge
Determine who should continue caring for the person.
Tasks + Calendar
Follow-ups that need action and commitments that need a date.
When something requires an appointment, demo, call, or booking, Vchat connects the task with the contact's schedule and context.
RemindersThey help keep trackings active.
AgendaOrganize related commitments and appointments.
AutomationsTrigger actions when conditions are met.
Make everything that follows visible.
Try Tasks, Calendar and Inbox within Vchat.
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