What it is
Follow-ups linked to contacts and agents.
Tenant menu: Core → Tasks
As a partner
Useful for post-demo follow-ups. Ensure agents role includes view.agent-task permission.
Step-by-step (for your customers)
Click Create task.
Set title, due date, assignee, and link to contact if applicable.
Filter by open/completed on the tasks list.
Mark complete when done — appears in agent workload views.
Common mistakes
Skipping WABA connection before using this feature.
Missing role permissions — if menu item is hidden, check agent role in Admin.
Testing with production contacts before validating in a small test segment.
Related
Integrate WABA
Dashboard overview