Tasks and Reminders
Never forget a follow-up
Schedule tasks and alarms by client. Receive notifications in WAzion when it’s time to follow up.
How do Tasks work?
You can create tasks linked to any client. Set a date, time, and description. When the time comes, WAzion notifies you with an alert and takes you directly to the client’s chat.
Tasks are synchronized among all team members, ensuring that no one forgets an important follow-up.
Features
Notifications in WAzion
Receive a notification when it’s time to take action.
Per client
Each task is linked to a specific client.
Assignable
Assign to a specific agent or leave it for the entire team.
Real use cases
Sales follow-up
Call tomorrow to close the sale - Don’t forget.
Verify deliveries
Confirm receipt of the order within 3 days
Renovations
Remember service renewal in 1 month
Frequently Asked Questions
Are the tasks synchronized on the mobile phone?
Tasks work on WhatsApp Web Business. Notifications require having the browser open.
Can I assign tasks to other agents?
Yes. You can create tasks and assign them to any team member.
Is there a limit on tasks?
There is no limit. You can create as many tasks as you need.
Can I schedule recurring tasks?
Currently, the tasks are individual. Recurring tasks are under development.
Can completed tasks be viewed?
Yes. You have access to the calendar with all the tasks, filters to see your tasks, unassigned tasks, and tasks from other agents.
Do not forget any follow-up
Start free with 1M credits. No card required.
