AI-Powered Tasks

What Triggers an AI-Powered Task?

Tasks are automatically generated when the system detects the following communication patterns:

• Abandoned Missed Calls
  Tasks are created for missed calls that were never returned, ensuring every patient receives a timely follow-up.

• Incomplete Conversations
  If a call has fewer than three message exchanges, a follow-up task is generated to ensure the conversation is completed.

• Short/Interrupted Calls
  Calls lasting less than 10 seconds, often indicating drops or connection failures, will trigger a follow-up task automatically.

• Abandoned Voicemails
  If a voicemail is received and no follow-up is made, the system will create a task to reconnect with the caller.

• Unreturned Outgoing Voicemails
  When your team leaves an outbound voicemail and the patient doesn't call back, a follow-up task is generated.​

How It Works

• Task Creation:
  Tasks are auto-generated and unassigned. Team members can claim them or assign them to the appropriate user.

• Task Closure:
  Tasks automatically close when successful contact is made, either by phone or through a text exchange with the patient.​

Only Users who have access to Phones & Tasks will have access to AI- Powered Tasks.

Task Management from the Dashboard

From the Dashboard, you can:

• View all of your assigned, overdue, and completed tasks for the day.

• Access all unassigned tasks from the last 4 days, and assign them to yourself or others.

  

Need to view tasks older than four days?
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Head to the Tasks tab for full access to your team's task history.

Settings & Customization

1. Choose Which Events Generate Auto-Tasks

Navigate to:
​Settings > AI-Powered Tasks > Call Follow-Up Automation

• Toggle ON the events you want to activate for auto-task creation.

• Toggle OFF the ones you don’t need.

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​2. Exclude Specific Users from Receiving Auto-Tasks

Navigate to:
​Settings > AI-Powered Tasks > Excluded Users

• Add users who should not receive auto-generated tasks, ideal for team members who don’t handle follow-ups or callbacks.
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Getting Started with AI-Powered Tasks

To set up the feature properly:

1. Go to Settings > AI-Powered Tasks

2. Review the Call Follow-Up Automation section and enable the triggers that suit your workflow.

3. Use the Excluded Users section to filter out users who should not receive auto-tasks.

4. Educate your team on how to view, assign, and complete tasks directly from the Dashboard and Tasks tab.