Autotasks
Set up scheduled and event-triggered automations — restock alerts, follow-ups, and more.
Overview
Autotasks are background jobs that run automatically without waiting for a customer to send a message. They can be triggered on a schedule (every day at 8am), by an event (a new order is confirmed), or manually from Console.
Common autotask use cases: daily restock alerts, weekly sales summary messages, order dispatch notifications, follow-up messages to buyers who haven't ordered, and post-delivery satisfaction checks.
How it works
An Autotask is a sequence of steps defined in Builder. Each step can fetch data from a connected system, process it (format, filter, summarize), and send a message through a connected channel. Steps run in order and can be conditional — for example, only send a restock alert if inventory is below a threshold.
💡 Tip: Start with a simple manual autotask to test your step configuration before switching to a schedule. This way you can run it on demand and inspect the output before it fires automatically.
Step by step
Prerequisites
- At least one connected platform
- An active Agent (for autotasks that involve sending messages)
Configuration
Builder → Autotasks → New Autotask → choose your trigger type (Schedule / Webhook / Event / Manual) → add steps. For a daily summary: trigger = Schedule (daily at 9am) → step 1: fetch order data from Console → step 2: summarize with AI → step 3: send to your WhatsApp number. Preview the output before enabling.
Next steps
With autotasks running alongside your live agents, check the Analytics section in Console to understand how your automation is performing.