Talking with clients is one of the most important part of fulfillment work. It's how digital agents come to understand their clients' needs, allowing them to humanize your organization.
To support this, we're introducing meeting tasks. These tasks allow agents to invite attendees, create meeting links, and keep track of upcoming meetings within Task Manager.
When did it release?
Meeting tasks were made available on Monday, September 14th, 2020.
How do I create meeting tasks?
When creating a task, select Meeting as the task type. You can create tasks by clicking Create on the Tasks page.
After creating the task, you'll be able to populate the following fields:
- Meeting app - Choose between Google Meet and Zoom for the meeting.
- To use these options, you'll want to make sure you've connected your accounts under Global Settings > User settings. This must be done on a per-user basis.
- If you don't have an account connected, you will be prompted to do so.
- Meeting topic
- Start time
- End time
- First name
- Last name
- Phone number
Note: Additional attendees can be added by clicking Add Attendee
Once all required fields have been filled out and all recipients added, click Create meeting. An invite will be sent to all recipients.
Once the meeting time approaches, the digital agent will be notified. If Google Meet was chosen, the meeting will also be added to the agent's Google calendar.