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Work your Tasks list

The Tasks page pulls everything that needs follow-up into a single list so nothing slips through the cracks. It gathers callback requests, voicemails, missed and no-answer calls, calls the AI flagged as upset, appointment confirmations, online booking requests, and messages the AI took (refill, results, billing, general). Filter by type, act on each one, and dismiss it when it's handled.

Updated July 28, 20261 min read

The Tasks page is your single, prioritized to-do list. Instead of checking your call log, voicemail, and texts separately, everything that needs a human lands here — so nothing gets missed on a busy day.

Open it from Tasks in the left navigation.

What lands on the list

FrontDesk pulls together every kind of follow-up automatically:

Task typeWhere it comes from
CallbackA caller asked to be called back
VoicemailA voicemail was left and not yet read
Missed callA call went unanswered and hasn't been followed up
Upset callerThe AI flagged a call as needing attention
Booking requestSomeone requested an appointment online
ConfirmationAn upcoming appointment still needs confirming
MessageThe AI took a message (refill, results, billing, or general)

Work through it

  • Filter by type using the chips at the top, or see everything together. Each chip shows a live count.
  • Open a task to see the contact, what they need, and how urgent it is, with a link to the underlying call or message.
  • Act on it — call the person back, reply to their text, or confirm the appointment.
  • Dismiss it when it's handled. It drops off the list; the original call or message stays in its own log.

Good to know

  • It updates live. New voicemails, missed calls, and AI-taken messages appear on their own, and the sidebar badge keeps a running count.
  • Messages the AI takes show up here. When your AI takes a refill, results, or billing message, it becomes a task — so those requests get actioned even if no one was at the desk. See handle voicemails and messages.
  • Confirmations have their own page too. For a schedule-focused view, use Appointment confirmations.

Frequently asked questions

What shows up on the Tasks page?
Anything that needs a person: callback requests, voicemails, missed and no-answer calls, calls the AI flagged as upset, appointment confirmations, online booking requests, and messages the AI took (like refill or billing questions).
How is this different from the Inbox?
The Inbox is your two-way SMS conversations. Tasks is a prioritized to-do list across every channel — it includes voicemails, missed calls, and AI-taken messages, not just texts.
What happens when I dismiss a task?
It's marked handled and drops off the list. For messages, dismissing marks them resolved; for missed calls and voicemails it marks them followed up. The underlying call or message stays in its own log.
Do new tasks appear automatically?
Yes. The list and the badge count update in real time as calls come in, voicemails are left, and the AI takes messages — no need to refresh.

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