Review the Tasks your assistant leaves for your team

What Tasks are

Tasks in the sidebar is one list, shared by your team, of things the assistant wants a person to look at. Nothing on it pauses the assistant or notifies anyone: the assistant keeps replying, and the list waits until someone gets to it. When a person must take over a conversation now, the assistant escalates instead (see escalations-and-notifications).

The list holds eight kinds of task:

Contact suggestion. A customer gave a contact detail, such as an email, that differs from the one your team or your integration entered. The saved one stays as it is, and the task names where the new value came from. When the assistant read it in the chat, the task reads, for example, "Assistant suggests changing Maria's Email from maria@old.com to maria@new.com". When the customer typed it themselves, in a web chat's pre-chat form, it reads "Maria entered maria@new.com as their Email, instead of maria@old.com". See assistant-contact-details and connect-web-chat.
Column suggestion. A customer gave a value for a column the assistant fills on the CRM page, and a team member had already entered a different one in that cell. The cell keeps the team's value, and the task reads, for example, "Assistant suggests changing Maria's Budget from 100 to 250". See assistant-filled-columns.
Assistant note. Something a teammate should follow up on later, such as a request the assistant can't complete itself. A conversation has at most one open note; new lines are added to it with their time. See assistant-notes-for-team.
Interested commenter. Someone commented on your Instagram post wanting to buy, order, book or be contacted, and got no answer because replying to such comments is off for the sender or a limit was reached. The task quotes the comment and is listed under their Instagram username. See comments-without-a-trigger. Find interested commenters for my team, on by default in Comment Triggers → Other comments, controls new tasks and entries in the interested-commenter list.
Business rule suggestion. Rating a reply taught a lesson that reads as something the playbook should never do, so Yapper worded it as a business rule, with its exception when there is one. When the rule is about the stage the rated reply was in, the suggestion names that phase. Nothing is added on its own: ask the Consultant to add it, and it tries the rule on past conversations and proposes it for your approval. Only team members who can read the playbook's business rules (and the phase's, for a phase rule) and the rated conversation see it. See business-rules.
Business rule alert. One of your business rules needs a look: its check caught messages, a caught message was held for your team, or a thumbs-down rated a message that broke the rule without being caught. The task quotes the rule and its counts over the last 14 days, such as "4 held for your team · Flagged 24 of 687 replies in the last 14 days · 1 missed". Flagged messages are the ones the check found breaking the rule; rewritten and held are flagged messages the assistant wrote again or held for your team; missed are rated messages that broke it unflagged. A rule has at most one open alert, which closes on its own as Marked done when the rule is reworded or removed. A dismissed alert stays away unless the rule's counts get worse. See business-rules.
Reply to review. One of your assistant's real replies, picked in your first two weeks after going live, with why it was picked (such as Sent after hours or It quoted a price) and the reply quoted. See check-ins-after-go-live.
Assumed at go-live. What the setup assistant assumed without your confirmation when your assistant went live, listed under your playbook. See check-ins-after-go-live.

Using the list

Tasks are grouped by customer, newest first; business rule alerts and the assumptions made at go-live are grouped under their playbook. Open conversation takes you to the conversation the task came from in the Inbox.

On a contact or column suggestion, Apply saves the suggested value as your own edit, and Dismiss leaves the saved value as it is. If the detail changed since the suggestion was made, Apply saves nothing, says so, and closes the task. A suggestion for a column that was archived since closes the same way when you apply it. If saving fails, the task stays open so you can try again.
A newer suggestion for the same detail or cell replaces the open one, and the replaced one moves to Done as Closed: the detail changed.
If a note gained a line or a suggestion was replaced after your list last updated, your click does nothing and the list refreshes, so you only close what you have seen.
On a note, Done marks it handled, and Dismiss drops it.
On an Interested commenter task, reach out to them on Instagram, then click Done; Dismiss drops it.
On a Business rule suggestion, click Done once you have asked the Consultant for the rule; Dismiss drops it. See interested commenters opens the sender's list of interested commenters.
On a Business rule suggestion or alert, Ask the Consultant opens the Consultant in the Inbox, starts a consulting session and types a request about the task for you to send. The Consultant reads the task, checks the messages behind it and proposes a fix for your approval, such as a reworded rule or exception. Copy prompt copies the same request, to paste into an AI assistant connected to Yapper. Ask the Consultant shows only when the Consultant is available to you.
On a Business rule alert, click Done once the rule is fixed; Dismiss drops it.
On a Reply to review, Open reply opens the Inbox at that reply. Rating it with 👍 or 👎 marks the task done; Dismiss drops it.
On an Assumed at go-live task, Talk it through opens the Consultant the same way, with a request about the task typed for you to send; click Done once every point is settled.

Interested commenters, beside Tasks at the top of the page, lists one Instagram sender's commenters by interest (see comments-without-a-trigger). It shows for people who can read conversations, on accounts with an Instagram sender, once Yapper judges comments for your workspace.

The tabs above the list switch between open tasks (To do), Done and Dismissed. Done shows each task's outcome, such as Applied or Closed: the detail changed. You can also show one sender or one kind of task. The list updates on its own when the assistant adds a task or a teammate closes one.

Your team's list holds up to 250 open tasks. When a new task would go past that, the open task that has gone longest without news closes on its own and moves to Dismissed as Closed: too many open tasks; a note that just gained a line counts as new. Interested commenter tasks don't count toward the 250 and never close other tasks: your team holds up to 50 of them, and past that no new one is added. An Interested commenter task also closes on its own, as Closed: they started a conversation, when that person starts a conversation with you. Closed tasks are kept for 90 days.

Deleting a customer on a sender also deletes their tasks on that sender. Deleting a sender closes its open tasks, which move to Dismissed as Closed: sender deleted; reconnecting the sender later does not reopen them.

The badge and chips

The number beside Tasks in the sidebar counts the open tasks you can act on. It updates as tasks open and close.

In the Inbox, a conversation with open tasks shows a chip such as 1 open task next to the customer's name. On the CRM page, a cell with a column suggestion shows a small dot in its corner. Each opens the Tasks list showing only that customer; Show all returns to the full list.

Who sees what

Everyone on your team has the Tasks page. Each person sees the tasks for customers they can see (see team-member-access):

A contact suggestion appears to anyone who can see the customer. Only people who can also read the conversation see its Open conversation link. Applying or dismissing it needs permission to edit the customer; others see the task without the buttons.
A column suggestion, like the column's values, appears only to people who can read its conversation. Applying or dismissing it needs permission to edit the customer's table values.
A note appears only to people who can read its conversation, and any of them can mark it done or dismiss it.
An Interested commenter task appears to people who can read conversations on its sender, or that commenter's conversation, and any of them can mark it done or dismiss it.
A business rule alert appears to people who can edit the playbook's business rules (and the phase's, for a phase rule), and any of them can mark it done or dismiss it.
A reply to review appears only to people who can read its conversation; marking it done or dismissing it needs permission to rate replies.
An Assumed at go-live task appears to people who can read the playbook's prompt; marking it done or dismissing it needs permission to edit prompts.