Why We Built This

Our team wanted to track what action items we were each responsible for—not just tickets. We tried several project management platforms but abandoned them because updating both tickets AND tasks created more work than it was worth.

That's why we built AI Task Management- to provide task management for Zendesk teams without requiring double entry.

How It Works

AI Task Management uses AI to analyze ticket comments and automatically capture action items. These tasks can be seen and managed from a hub interface for organization across your instance. Tasks associated with a specific ticket can be seen and managed in the sidebar interface.

There is NO implementation necessary to benefit from AI Task Management. Install the app and it immediately goes to work capturing tasks mentioned in comments made from then on.

Key Features

AI-Powered Task Capture: AI analyzes comments to identify tasks and can mark them complete when agents note completion. Agents can still manually create tasks when needed.

Task Views: Organize all tasks from a single hub. Configure views to filter, sort, and customize displayed information (like ticket ID, assignee, organization).

Sidebar Access: Find ticket-specific tasks in the sidebar without digging through conversations.

Task Assignment & Due Dates: Assign tasks to any agent (including light agents) and set due dates to prioritize effectively.

Export Capabilities: Export customizable task spreadsheets from the navbar interface.

Smart Tagging: Tickets with incomplete tasks are tagged to appear in an "Unsolved Tickets with Incomplete Tasks" ticket view.

FAQs

• Does the app handle comments from languages other than English?

Yes! AI Task Management captures tasks spoken in major languages including- but not limited to- English, Spanish, French, German, Portuguese, Italian, and Japanese. We encourage you to start the free trial to test its effectiveness with these and other languages!

• Can I disable AI task capture?

While we're pretty stoked about this feature, we know it isn't for everyone. For that reason, and maybe also because we legally had to, we allow disabling automatic task capture via the app's install settings. You can still use the rest of the app's task features like task views, assignment, etc. You'll just have to manually create, update, delete tasks.

Have a question that wasn't answered here? See more FAQs on our website, https://softwareshipping.co, or email us at apps@softwareshipping.co.