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Features/Tasks
AgentOS CRM

Every call, email, showing, and follow-up. One task list.

Speak for up to 3 minutes — OpenAI Whisper transcribes it, AI fills the form automatically. Or create manually: 7 task types, 4 priority levels, due dates with time. Filter by today or overdue. Nothing falls through.

7

Task types

Call · Email · Meeting · Viewing · Document · Follow-Up · Other

4

Priority levels

Low · Medium · High · Urgent

4

View filters

All · Today · Overdue · Completed

AI

Voice task creation

Speak — Whisper transcribes, GPT fills every field

See the task list in action

From new task to completed — without missing a deadline

VIDEO DEMO

7 task types built in

Every common agent action has a type — with its own icon in the list so you scan faster.

Call

Schedule a call with a lead or client.

Email

Draft and send a follow-up email.

Meeting

In-person or virtual meeting.

Viewing

Property showing appointment.

Document

Send or request paperwork.

Follow-Up

Check in after no response.

Other

Any custom action or reminder.

Priority:LowMediumHighUrgent

How it works — 4 steps

01

Create a task — manually or by voice

Fill the form manually: title, type, priority, due date and time. Or tap Voice — record up to 3 minutes. OpenAI Whisper transcribes your recording, then AI extracts the task title, type, priority, and deadline automatically.

02

Attach to a lead

Every task can be linked to a specific lead. From the lead's detail panel you can create a task directly — it pre-fills the lead name so you never lose context.

03

Filter to what matters now

Switch between All, Today, Overdue, and Completed views. Filter by task type to see only calls, or only showings. Overdue tasks are flagged in red — no manual checking needed.

04

Mark done in one click

Tap the complete button on any task row. Status updates instantly. Completed tasks move to the Completed view and stay in your history.

Never miss a follow-up again.

60-minute demo. We set up your task list with real data.

Book a Demo