In Mando AI, you can add a task straight from a chat in the inbox. The task is about that chat's customer and keeps a link back to the chat, so whoever picks it up can read the whole conversation. Use it when a chat ends with a promise, such as checking an order or calling back.
Before you start
- Tasks are included from the Business plan and on every free trial. See What are Tasks in Mando AI?.
- You need access to work the AI agent's inbox.
Steps
- Open the chat in the inbox.
- In the chat's header, click the Add a task about this chat button (the task icon).
- The title starts as the chat's title. Change it to say what needs doing.
- The customer is the chat's customer, already filled in.
- Choose the Owner, and if you like a Due date and Labels.
- Click Add task.
What you should see
The Tasks board opens with the new task open. The task has an Open chat button that takes you back to the conversation, and its activity says it was created from a chat. Back in the chat, the customer card in the chat's details shows the customer's open tasks.
Troubleshooting
There is no Add a task about this chat button
The button shows only on plans that include Tasks and only for people who can work this AI agent's inbox. Check your plan, or ask an admin for inbox access.
Frequently asked questions
Does adding a task close the chat?
No. The chat stays as it is. Close it yourself when the conversation is over; the task keeps the follow-up.
Is the customer told about the task?
No. Tasks are internal to your team. The customer only sees the messages you send in the chat.
Should I assign the chat or add a task?
Assign the chat when someone needs to reply now. Add a task when the work continues after the chat, with a due date. See Assign a conversation to a teammate.