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Rotina e ferramentas

Your tasks

What the administrator left in your name — and how to record the outcome of each one.

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Aula gravada na plataforma real. O cursor, as legendas e o destaque existem só no vídeo.

My tasks is your list of pending work inside Heyoo. The account administrator is who creates and assigns them; on your side, the job is to follow them, record what was done and close them.

Agent tasks screen
My tasks: what is in your name.
Task summary
Total, pending and completed — the three figures at the top.

Pending and completed

Pending tasks tab
The Pending tab already shows the count next to its name.
A task card
Each task is a card: title, description and the status badge.
Read the description before you replyThe description is usually where what was agreed with the customer lives — amount, deadline, what was promised. Reading it after you reply is like checking the order after delivering it.

Closing a task

Complete task button
Mark as completed records the date and who closed it.
A generic comment helps nobodySorted forces whoever reviews it to go digging for what happened. Quote sent on WhatsApp at 2pm, customer asked to pick it up again Monday closes the subject by itself.
Completed tasks tab
The Completed tab keeps the history along with the comments.
Tasks at the end of the shift
The list worked through.
  1. Open Pending at the start of your shift.
  2. Read the description before talking to the customer.
  3. Record the outcome in Your comment.
  4. Close what you finished before you leave.