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Task management

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    • How to Create Chat Templates

      To modify chat templates, first ensure that you have access to the “Workspace” tab and the permission to modify and...

      September 15th, 2024 1202 views 0 likes

    • Creating an Email Template

      For any repetitive customer queries, your agents will appreciate the ease with which they can use email templates in Spinoco....

      April 26th, 2022 1716 views 0 likes

    • Create and edit Workflows on the desktop app

      Workflows automate how Spinoco handles tasks — for example, routing an incoming interaction, assigning it to an agent, and creating...

      September 18th, 2026 11 views 0 likes

    • Configure Workflow nodes on the desktop app

      Nodes are the individual steps that make up a workflow — the trigger that starts it and the actions that...

      September 18th, 2026 17 views 0 likes

    • View a task's Workflow on the desktop app

      When a workflow runs on a task, you can see which workflow ran, follow the steps it took, and inspect...

      September 18th, 2026 11 views 0 likes

    • Create and manage hashtags as an administrator on the desktop app

      Hashtags are customizable labels users can apply to tasks to categorize, track, and report on work.  Use this guide to...

      October 5th, 2026 3 views 0 likes

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