--- title: AI-Powered Tasks description: AI-Powered Tasks --- [Skip to content](https://knowledge.meetkasper.com/knowledge/ai-powered-tasks-kasper-knowledge-base#main-content) English Show submenu for translations ![Kasper Logo-2.png\]](https://knowledge.meetkasper.com/hs-fs/hubfs/Kasper%20Logo-2.png?height=25&name=Kasper%20Logo-2.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit the Kasper Homepage](https://meetkasper.com/) [Visit the Kasper Homepage](https://meetkasper.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.meetkasper.com/knowledge?hsLang=en) 2. [Tasks](https://knowledge.meetkasper.com/knowledge/tasks?hsLang=en) # AI-Powered Tasks ## AI-Powered Tasks intelligently create follow-up tasks based on specific call and voicemail scenarios, helping your office ensure that no patient falls through the cracks. **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. [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screenshot+2025-07-30+at+1_18_54%E2%80%AFPM.png)](https://downloads.intercomcdn.com/i/o/d60qndjw/1645940456/5354a1e38152652291e69047ae95/Screenshot+2025-07-30+at+1_18_54%E2%80%AFPM.png?expires=1772825400&signature=a36735ba7a6db0906513d307cbf5a6123e341e66449679e99bd14a3a48671f1b&req=dSYjE8B6nYVaX%2FMW1HO4zc2CKSS1xmOCgZdHeTtZzdAhaLsEGAhFh%2FV8sAWR%0AtfseTULispMbGwKjfmM%3D%0A) ### **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. [![](https://downloads.intercomcdn.com/i/o/d60qndjw/1645811367/d4d777e456fffe7e4dcf907b41a3/Screenshot+2025-07-30+at+9_14_52%E2%80%AFAM.png?expires=1772825400&signature=7202184b54317f38dce4b8b87c3d44d2841b857007a7e6b663cbba2d5d30c26a&req=dSYjE8F%2FnIJZXvMW1HO4zWpCEx0SfjltT4Lj5Y0dYiSf1W0CLeH2fWVrsKEP%0AVDjZ%0A)](https://downloads.intercomcdn.com/i/o/d60qndjw/1645811367/d4d777e456fffe7e4dcf907b41a3/Screenshot+2025-07-30+at+9_14_52%E2%80%AFAM.png?expires=1772825400&signature=7202184b54317f38dce4b8b87c3d44d2841b857007a7e6b663cbba2d5d30c26a&req=dSYjE8F%2FnIJZXvMW1HO4zWpCEx0SfjltT4Lj5Y0dYiSf1W0CLeH2fWVrsKEP%0AVDjZ%0A) [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screenshot+2025-07-30+at+9_17_38%E2%80%AFAM.png)](https://downloads.intercomcdn.com/i/o/d60qndjw/1645812421/42ebaa79806e34ee2be9a9ca3cf6/Screenshot+2025-07-30+at+9_17_38%E2%80%AFAM.png?expires=1772825400&signature=3b1465254552419439c08c7543e814956717d49f57ed0c592342a1cccbfe793c&req=dSYjE8F%2Fn4VdWPMW1HO4zZSxog2zvOJrF1dc4DvrGhaVda517pREeMu9HQ59%0AdPR1t%2FGSFZSZhTdkDSo%3D%0A) Need to view tasks older than four days? ​ 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. [![](https://downloads.intercomcdn.com/i/o/d60qndjw/1645809171/792395406d23f5af30051a36b9dd/Screenshot+2025-07-30+at+10_05_35%E2%80%AFAM.png?expires=1772825400&signature=fb9d3de4cd01a797c058eb17da641ba05c8aa4ce79c1d5a696188f63a5465099&req=dSYjE8F%2BlIBYWPMW1HO4zSjhbvCswRuDYeShY4S%2B%2FqVefgp4Rw7jcfy1bpET%0APnM6%0A)](https://downloads.intercomcdn.com/i/o/d60qndjw/1645809171/792395406d23f5af30051a36b9dd/Screenshot+2025-07-30+at+10_05_35%E2%80%AFAM.png?expires=1772825400&signature=fb9d3de4cd01a797c058eb17da641ba05c8aa4ce79c1d5a696188f63a5465099&req=dSYjE8F%2BlIBYWPMW1HO4zSjhbvCswRuDYeShY4S%2B%2FqVefgp4Rw7jcfy1bpET%0APnM6%0A) ​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. ​ [![](https://downloads.intercomcdn.com/i/o/d60qndjw/1645809656/9e4c72277de978e8a6d15eefcd60/Screenshot+2025-07-30+at+10_05_58%E2%80%AFAM.png?expires=1772825400&signature=bc49e857748a2f0949269ac1cb62665b6cd9a28584d3674cf2e7b059f221b795&req=dSYjE8F%2BlIdaX%2FMW1HO4zdDdyNTwtOEjGH8GW81FTIYmEUU4szH4gm8ef8Tf%0AjomK%0A)](https://downloads.intercomcdn.com/i/o/d60qndjw/1645809656/9e4c72277de978e8a6d15eefcd60/Screenshot+2025-07-30+at+10_05_58%E2%80%AFAM.png?expires=1772825400&signature=bc49e857748a2f0949269ac1cb62665b6cd9a28584d3674cf2e7b059f221b795&req=dSYjE8F%2BlIdaX%2FMW1HO4zdDdyNTwtOEjGH8GW81FTIYmEUU4szH4gm8ef8Tf%0AjomK%0A) ### **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. 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