Task Creation & Assignment
The follow-up assigns itself.
A summary is nice. A task with an owner and a due date is what actually gets the job done. OneBy creates it and routes it to the right person, every time.
Tasks created automatically from conversations
Assigned to the right person with a due date
Routed by what the call was about
Nothing depends on someone remembering
How it works
Three steps, then it runs itself.
1
Summary becomes a task
The call's summary turns into a clear, actionable task.
2
It gets an owner
OneBy routes it to dispatch, the on-call tech, or the office automatically.
3
It gets done
The owner is notified, the customer gets follow-up, the work closes out.
Can I customize routing?
Yes. Route tasks by call type, team, location, or time of day.
Does it sync with my other tools?
On Solo and Pro, tasks flow into popular CRM and field-service software.
See it on your own calls.
Book a quick demo and watch Task Creation & Assignment work on a real call, live.