Task Management
Collaborate effectively with customer-centric tasks
Resolve customer issues with teammates or set yourself reminders, keeping every interaction tied to the customer under a single communication thread.
Solve it together
Bring together cross-functional teams. Whether it's the warehouse team or marketing team, creating tasks strengthen agent's ability to collaborate and solve customer issues quicker.
Thanks for the reminder
Stay ahead of special customer moments by scheduling tasks for tomorrow or months down the road — like a reminder to send your favorite customer a quick happy birthday text.
Never drop the ball
Trigger tasks in third party systems to ensure nothing is missed and avoid the need to switch to other products to get the job done.
Key features
With tasks you can set reminders, schedule to-dos, and resolve issues with teammates under a single communication thread.
Task assignment
Assign colleagues both inside and outside the customer support team to follow up on a customer request.
Task cards
See all open and upcoming tasks in one central place in the customer profile.
Task collaboration
Ask questions, provide context, and centralize the discussion as a team under a single thread.
Task reminders
Surprise and delight customers outside of a direct conversation to remember the little things like a birthday or anniversary.
Task following
Get updates on the progress of a request and be notified when it’s time for you to take action.
Task scheduling
Schedule work that needs to be done in the future to stay proactive and prioritize work.
"It is excellent for taking notes, making different tasks, and best of all assigning work easily to other colleagues and teams for help. It is an excellent platform."
User In Hospitality
See Tasks in action
Check out our resources to start thinking radically personal
Payments
Live chat payments. Learn how top brands have used live chat payments to drive millions in additional revenue from their customer service teams.
All in a single, lifelong conversation
Eliminate the constraints of omnichannel communication. Gladly looks, feels, and works as one continuous conversation stream with every channel built-in.
Frequently asked questions FAQ software system
With Gladly you can leverage a single customer service knowledge base to publish answers across all channels and languages.