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4 min readBasicAgentManagerAdmin

The task drawer: reach out and reply from a task

Clicking a task opens a drawer with everything — call, WhatsApp, email, and a smart reply sent straight from the system.
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Steps

  1. 01

    Open a task

    Click a row (or Enter when focused). A wide drawer opens with a big Mark done, snooze buttons and editable details.

  2. 02

    The customer card

    The lead's name, phone and email, and Call · WhatsApp · Email. Click the name to open the lead card.

  3. 03

    "Smart reply suggestion" — write and send

    Pick a channel and click Generate reply for a tailored draft. Edit it and click Send.

    • WhatsApp goes from the company's connected number.
    • Email goes from your own mailbox with your signature.
    You should see: It's sent, logged on the lead's timeline, and the task is marked done.
    Note: WhatsApp allows free text only within 24 hours of the customer's last message. After that you'll get an error — send from WhatsApp itself.

Questions

"WhatsApp isn't connected for this company".

Your admin needs to connect WhatsApp under Lead sources. Until then, use WhatsApp, which opens the app.