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      💡 How to Get the Most Out of IrisCX Ai Tasks

      Learn how to create, customize, assign, and share Ai Tasks in IrisCX to streamline follow-ups, keep teams aligned, and keep customers in the loop.

      IrisCX Ai Tasks help teams streamline follow-up actions from customer sessions. These automatically generated tasks are designed to reduce post-session effort, keep work organized, and drive action across your teams and customers.

      Here’s how to get the most out of Ai Tasks—from creation to sharing.

      🚀 What Are Ai Tasks?

      Ai Tasks are actionable items captured automatically by IrisCX during customer sessions. They act as to-dos your team can review, edit, assign, track, and share.


      These tasks often reflect key issues, service needs, or follow-up actions that arise during sessions.

       

      ✨ Smart Ways to Use Ai Tasks

      🔍 1. Auto-Generate or Create Your Own

      • IrisCX automatically creates Ai Tasks and labels them IrisAi

      • Need something specific? Create a new task manually by tapping =+

      • 👉 Tip: Tap the timestamp on any task to jump directly back to the moment in the session video for context

       

      🛠️ 2. Refine and Enhance Your Tasks

      Tasks aren’t just text. Enhance them with:

      • Images, videos, or documents from your Gallery or device

      • #Tags to categorize tasks (e.g. #flooring, #warranty, #non_warrantable)

      This makes tasks easier to search, filter, and understand later on—especially helpful for large or cross-functional teams.

       

      🗓️ 3. Assign, Schedule, and Track Progress

      Stay on top of task management by:

      • Setting clear due dates to stay ahead of deadlines

      • Assigning task ownership to eliminate confusion

      • Using customizable task statuses  

      👉 Tip: Track the status that matches your internal workflow and escalate items easily when needed.

       

      👁️ 4. Keep Customers in the Loop

      Let your customers stay informed by:

      • Allowing guest users to log in and see their related tasks

      • Giving guests visibility into task details, notes, and statuses

      This transparency builds trust, reduces back-and-forth, and increases efficiency.

       

      📤 5. Share Tasks Seamlessly

      Make sharing effortless with:

      • One-click playback links with full session context

      • Branded PDFs for professional presentation and documentation

      • Pre-filled email task summaries for quick comms

      • Copy-paste shortcuts for task snippets wherever needed


      📎 PDF exports can include hyperlinked playback links and all context for smooth handoffs.

       

      🧠 Final Thoughts

      Ai Tasks are designed to take the heavy lifting off your plate—so you can focus on resolving issues, delighting customers, and driving operational efficiency.

      By using the full range of features—generation, tagging, media attachments, tracking, and sharing—you'll turn customer conversations into concrete, trackable action.