When helping means doing
Schedule the engineer, process the return, run the call script: a lot of customer service is work that happens outside the conversation. Task templates turn that work into a clear, repeatable step — with the info, the knowledge and the outcome all in one place.
No credit card needed • cancel any timeTemplates: as simple or as smart as you need
Keep a template to a single description, or build it out with a form. Fields can pull data straight from the ticket — info captured by your flows and data adapters — mark fields as required, and attach a knowledge base so whoever does the task has everything at hand and can focus on what they do best: getting it done.
Action buttons that steer your flow
Give a template outcome buttons — “Repair successful” (green) or “Repair failed” (red). When the task was started by a flow, that outcome decides the route: you automate on the stored task data and the result together. Done means the ticket closes; failed means the engineer is rescheduled.
Create it, assign it, track it
Start a task from the tasks screen, straight from a ticket, or from a flow — linked to the ticket (and the flow) automatically. Assign it to a team or a person and set a due date: done within so many hours or days.
See what your process actually does
Every template keeps score: how often it's initiated, how long it takes on average, how often it succeeds. The recurring work you couldn't see before becomes a number you can improve.
See Tick with your own data?
Book a free demo and get an immediate price estimate. Or just start — the first 2 months are on us.
No credit card needed • cancel any time