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Welcome to TALK-to-TASKS Support

How Can We Help? Pick a Support Resource

Integration Setup Walkthrough

Access to detailed documentation that explains how each feature works and how to get the most out of the system. Whenever you need deeper assistance, you can open a support ticket and our team will review it carefully and respond within the expected timeframe.

Talk-to-Tasks Works

And for fast, everyday help, the in-app AI Agent is always available. It’s trained on all product knowledge, setup guides, FAQs, limitations, and routing rules, so it can answer questions instantly and guide you step-by-step through any issue.

Click the chat icon in the bottom-right corner to talk to the AI Agent.

Submit a Ticket

Our support team is here to guide you through every part of your Talk-to-Tasks experience. From helping you set up Slack, Notion, and your Talk Groups, to making sure your workflow is configured the right way, we’re with you from the start.

Guides & Documents

This section is provided to help you get the most out of TALK-to-TASKS.
Here you’ll find clear, step-by-step guides explaining every feature and capability of the platform- from creating talks and generating tasks, to managing projects, users, permissions, and integrations.
Each guide is designed to help you understand not just how things work, but how to use them effectively in your daily workflow.

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Funnel Types List

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Provide you with a complete overview of the type of funnel and how to manage it. 

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Wednesday, October 18th
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Webinar Topic: Fix the Leak with Streamline Your Revenue Path with RevOps Funnels. 
How to seamlessly guide prospects through your company’s journey,

  1. Utilize the Funnels in Revenue Operations
  2. How to Prevent Bleeding Prospects and Customers in Your Company’s Journey
  3. How to Automate the Process for Enhanced Efficiency

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