How does a customer service team work in Task Manager?
The team works from a Shared Inbox in the Mail module. A customer message can be turned into a Task with a due date and an assigned person, while the Assistant summarises a long complaint Thread - instead of reading forty messages, you get a few bullet points outlining the decisions.
How does it work?
- 01
The Shared Inbox works in the same window as your Tasks.
- 02
A rule identifies the request and creates a Task with a due date.
- 03
You can summarise the Thread in one click, while Expert mode helps you write a response.
- 04
You save complaint attachments in the case folder.
What do you gain?
Faster response times: the request has a due date from the moment it arrives.
Consistently high-quality responses: the whole team writes to the same standard.
No lost Threads: the case is on the list, not just in the inbox.
An everyday example
A complaint has been ongoing for three weeks and has passed through four people. A new team member summarises the Thread, sees what was promised to the customer and responds within fifteen minutes rather than later that afternoon.
Frequently asked questions
Do I need the Pro plan?
Yes, for the Shared Inbox and Automations.
Will AI reply to the customer for me?
It will prepare a draft - you approve it before sending.
Can I see who is handling a request?
Yes, the Task has an assigned person and a due date.