☑️ Instantly Creating Tasks from Chat

Piper just got smarter. In addition to generating Notes, Fields, and Call Scoring, Piper now turns action items discussed into tasks. This means no action point gets lost—everything is captured, structured, and turned into a task, instantly.

One less thing to worry about, and one more way Piper helps your team move faster.

For each task, Piper automatically creates the following:

• Title: a short, clear description of the expected action
• Task Owner: assigned to the owner of the original activity
• Description: a longer explanation of the task
• Deals, Contacts, Companies: linked to the same CRM objects as the original activity
• Due Date: an estimated deadline
• Priority: an assessment of the task’s importance
• Activity link: a direct link back to the activity that generated the task

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Once created, tasks can be marked as completed, edited, deleted, or created manually as needed.

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🧰 Configuring and Sending Tasks to CRM