🗓️ Tasks

Tasks are a built-in tool for planning actions for a client.

Where are they located:

In the "TASKS" block of the client card

How to add a task:

1. Click "Add task" .
2. In the window that opens, fill in:
   • Task title (e.g. "Send instructions")
   • Responsible - select the person responsible for the task
   • Task status (for example: "New") - you can configure task statuses in the Tasks section
   • Deadline - Specify date and time
3. Click "Add Task"

What is it useful for:

• Don't forget an important action regarding the client
• Assign tasks to colleagues
• Control deadlines
• Work in a team asynchronously

Managers see the task list and can respond in a timely manner.

📝 Notes

Notes are internal comments about the client, visible only to the team.

Where are they located:

In the "NOTES" block of the client card.

How to add:

1. Enter text in the field.
2. Click the send button.

Each note:

• Saved with manager's signature and time.
• Can be removed via the 🗑️ icon.
• Not displayed to the client.

When to use:

• Capture the essence of communication
• Keep details out of correspondence
• Make tags for colleagues

Information about deleting or adding a note is recorded as a system notification in the chat with the client

🏷️ Tags

Tags allow you to classify clients and find them faster.

How to use:

1. Click on the "Add tag" field.
2. Select the desired tag from the list, or:
3. Click the plus sign in the “Create tag” field and enter the tag name. and click “Create”.

What are they useful for:

• Segment clients by events or status (e.g. “Registration”, “Topped up”, “NO ASSETS”)
• Create groups for filtering
• Use in automation (robots, mailings)

How to use Tags directly in the chat list 🔥?

1. Select the desired chat from the list
2. Right click
3. Click on the “Add/Remove tag” field
4. Select tag(s) from the list of previously added tags
5. Click the “Save” button

Adding/removing tags directly in the chat list significantly speeds up work with them and allows you to save time by avoiding the need to open each dialogue.

💡 Tips for use