Detect the event
When a client asks for a callback in the chat, a task should appear for the person in charge.
Your sentenceCallback as a task
For example: a conversation is closed, or a client asks to be called back.
Peak Chat · Automations (planned)
The conversation ends. The follow-up starts.
Nothing gets left behind.
Peak Chat is planned to suggest follow-up steps after a conversation: a task, a note to your team, an updated person record. Anything with an outside effect should only run after your approval. Today you can turn a message into a Peak task by hand.
Planned feature · fixed examples · nothing is executed
CONTEXT BEFORE ACTIONYour request.
Your request.
A proposal you can check.
02 / The visible proposal3 example steps
Callback as a task
Why: A task is internal and reversible. It can be created by your rule without further approval.
- 01Trigger: client asks for a callback in the conversation
- 02Suggestion: task “Callback” linked to the conversation
- 03Execution: task in Peak Task, the person in charge sees it
02 / How it should work
Detect. Suggest. Let it run.
Automations should take over routine, never a decision.
02 / Visible proposal
Suggest a follow-up
- 01Example step
Trigger: client asks for a callback in the conversation
- 02Example step
Suggestion: task “Callback” linked to the conversation
- 03Example step
Execution: task in Peak Task, the person in charge sees it
Run by rule
Internal steps by your rule, anything outside only after approval. Run through Peak Automations.
Your review is still open.
These marks send nothing.Proposal and execution stay separate
What holds today.
Today: by hand
In the inbox you can turn a message into a Peak task. Automatic follow-ups from the chat are planned.
Your request←Fixed rule←Example steps
The sculpture illustrates the flow. It is not a product interface.
The sculpture illustrates the flow. It is not a product interface.No silent messages
Later, too, Peak Chat should never write to anyone on its own. Outgoing messages need approval.
- Execution
- Only with your approval
- Rights
- Roles in the workspace
Fixed examples here
This page executes nothing and calls no model.
ProposalExecution
The next step
The conversation ends. The work does not.
Try the example flows above and check what would be triggered.
View the example flowPeak Chat · Automations (planned)What happened?
Planned feature · fixed examples · nothing is executed
Frequently asked questions
What works today?
In the inbox you can turn a message into a task in Peak Task by hand.
Does Peak Chat message clients automatically?
No. Planned automations, too, should only have an outside effect with approval.
What should run the automations?
The plan is to run them through Peak Automations, not separate chat logic.