Use the task section in a conversation’s Customer Agent panel to describe a goal. The Agent can read relevant material, revise its plan, save a reply suggestion and ask you for missing information.
Review cards show the complete reply, recipient and expiry. Changes to the underlying information invalidate an old review. Approving a suggestion never sends email automatically. Saved suggestions can be viewed and copied.
Each task allows up to 12 runs and expires after 30 days. A scheduled check may run about 10 minutes after its target time; you can also check for due work manually. Tasks can be cancelled, and failed tasks can be retried within the execution limit.
Tasks run only in inquiry conversations on sites with inquiry AI enabled and authorized. Revoking membership, reassigning a customer, disabling access or switching a conversation to ordinary mail stops the existing task. Restoring access does not automatically restart it.
Tasks share the team’s daily AI allowance with translation and inquiry analysis. When the allowance is exhausted, progress is saved and the task waits for it to renew, with an explanation shown in the panel.