Tasks
Callback requests and open items from conversations become tasks in the dashboard, with an owner and a status.
What tasks do
If your agent promises a callback or a request remains open, bhomy creates a task from it: with the caller, the request, a due date and the link to the conversation. You see all open tasks in one place, assign them to colleagues and tick them off when they're done.
How to do it today
| Goal | Today's route |
|---|---|
| Callback requests by email | Email after the call with the condition "The caller was promised a callback" to a shared inbox |
| Tasks in Asana, Trello, Monday or your ticket system | Webhook after the call to n8n, Make or Zapier, and create a task from there |
| Structured details for each task | Variables in the Context Extractor, such as callback_requested as Yes/No |
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