Tasks

Documentation Index

Fetch the complete documentation index at: https://docs.eolasflow.ai/llms.txt

Use this file to discover all available pages before exploring further.

Tasks are action items automatically generated by AI after each call. When your assistant identifies follow-ups, commitments, or required actions during a conversation, they become tasks you can track and manage.

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How Tasks Are Created

After every completed call, the AI analysis pipeline reviews the conversation and extracts actionable items. For example:

• “Send pricing document to customer”
• “Schedule follow-up call for next Tuesday”
• “Escalate billing issue to accounts team”
• “Email contract to john@example.com”

These appear automatically in the Tasks section, linked to the original conversation.

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Task List

Navigate to Tasks in the Workspace section to see all tasks across your workflows. Each task shows:

• Title — What needs to be done
• Source — Which conversation generated the task
• Contact — Associated contact from the Directory
• Status — Open, In Progress, or Completed
• Priority — Derived from the conversation context
• Created — When the task was generated

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Managing Tasks

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Update Status

Click on a task to update its status:

• Open — Not yet started
• In Progress — Being worked on
• Completed — Done

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View Source Conversation

Each task links back to the conversation that generated it. Click the conversation link to review the full context — recording, transcript, and AI analysis.

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Best Practices

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Next Steps