Product
doTask ChatbotOne inbox and an AI Agent for WhatsApp, Instagram, Messenger, web chat and emailAI AutomationsWorkflows that run themselves, without losing qualityAI-Powered CreativeSenior creative, faster, with AI in the loop
Performance
Google AdsSearch, PMax and YouTube, priced by the workMeta AdsFacebook and Instagram with creative that keeps winningDigital AdsMeta, Google and TikTok campaigns that convertSocial Media CreativeReels, carousels and content for every platformKOL ManagementInfluencer strategy and execution, end to endSEOOrganic growth that compounds month over month
Creative and brand
Video and Media ProductionBrand films, reels and content at speedBranding and StrategyPositioning, messaging, identity and guidelinesEmail CreationEmails people open, read and buy fromWeb DevelopmentWebsites and landing pages built to sellApp DevelopmentMVP to store-ready, fixed price and date
Try it now
doTask ChatbotTalk to the AI AgentAsk it anything about doTask — it answers from our own pages and hands over to a person when it should.Open the chat →Book a demo
Documentation

How doTask works

The same help center that sits inside the app, readable here without an account — every screen, what it does, and how to set it up.

Shopify tutorial · install in five minutesManifest theme · help centerFAQStart free

AI Agent

Persona, knowledge, handover, channels, testing.

Giving the assistant a personaName, tone, what it must never do.What the assistant knowsData sources: text, website pages, files, orders. It never answers from outside them.When the assistant hands overPhrases that trigger a handover, idle minutes, per-channel on/off.What the assistant costsEvery reply records its model and tokens; the analytics add them up.The AI Agent hubThree jobs, the numbers for the period, and the next recommended step.Rules: how to behave, never, hand off whenEvery sentence about conduct in one list, each with a kind and an optional audience.Guardrails: checks before the modelBlocked terms, allowed topics, and what the assistant must never see.AudiencesSets of customers by channel, country, tag, contact property or email domain.Question sets: qualify leads and run intakesQuestions asked one at a time, what counts as qualified, and what happens with the answers.Proactive rolesConversations the AI Agent starts: on a page, when a visitor returns, on an event.Actions: what the assistant can doBuilt-in store tools and your own API calls with inputs it learns from the customer.Configure: languages, personal data, reply speed, modelsWhich languages it answers in, what it may know about the customer, how soon it replies, the models and timezone.EvaluationsSets of questions with expected answers; a run scores the real engine against them.The PlaygroundTalk to the AI Agent as a customer would, on any channel, with everything on; nothing is saved.Products: from Shopify, or your own catalogWhat the assistant searches before it talks about a product, a price or stock.Suggestions: gaps in what it knowsQuestions asked before a handoff and answers your team gave; save one as a Q&A.

Bookings

Services, resources, sessions, the calendar, booking from a chat.

Setting up bookingsServices, then resources, then Publish bookings.The booking flowThe steps customers go through, what each asks, and how the booking page looks.The calendar and the listCalendars for your kind of business, saved and switched from pills; customise views, columns, hours, colours and cards; move, cancel, mark done; block time.Expenses and what is left overRecord what the business spends, by category, and see it beside the money that came in over the same days.Checkout: ringing up sales, credit and packagesSell services, products, packages of sessions and prepaid credit at the front desk, paid by card, cash or the customer’s own credit, with a numbered receipt.Memberships: plans that renew, with sessionsSell a weekly, monthly, quarterly or yearly plan with sessions per period; each period is billed by invoice, sessions are used by bookings and at Checkout, and members can freeze or cancel.Today: the front desk’s dayEveryone booked today in time order, with what to know before they walk in (an alert, a form to sign, a membership overdue, sessions running out, money owed, a first visit, a birthday) and the next step as a pill.Cancellation and no-show policyCount late cancels and no-shows as strikes; after the number you set, use up a session or add a fee. A warning at each strike, and your team can waive one with a reason.Self check-in with a QR code or a kioskClients scan a code at your counter and type their phone number; today’s booking is marked arrived. A kiosk mode for a tablet at the desk.Overdue membership paymentsOverdue members on Memberships and in Needs a nudge, a pay link from your own WhatsApp, reminders on days 1, 4 and 8, and an optional pause until they pay.

Customers

Contacts, fields, tags, segments, live visitors.

Surveys and bannersAsk visitors a question, or put a line across your site, from the chat widget.Contacts, fields and tagsEveryone who wrote to you, with what you know about them.The client card: who looks after them, goals, emergency contact, household and milestonesOn a customer’s Overview: the teammate or staff member looking after them, their goals with a target date, where they came from, an emergency contact the team only sees, their household, Refer a friend and the milestones they reach.Clients: everyone active and former, with their packages and bookingsCustomers › Clients lists everyone who is or was a client, active or not, with packages, sessions left, last visit and next booking.Needs a nudge: clients slipping away, with the reasonA list of clients who have not been in for longer than they usually leave it, owe on a membership, are nearly out of a package with nothing booked, or missed a booking. Each stays until someone gets in touch.Leads: from the first message to joiningA board of people interested but not clients yet, from New to Contacted, Trial booked, Trial done, Joined or Lost, with the trial to joined rate.Refer a friend: each client’s own link, and a reward onceEvery client has a link and a code to share; a friend who leaves their details lands on your leads board, and their first visit earns the reward you set, once.Forms and waivers: intake, consent and health forms clients sign on their phoneMake a form from a starter for your industry, send the client a private link, and keep their signed answers and a PDF on their record. Bookings that need one show Form missing.Visit notes and client photosWhat was done at each visit (the colour formula, the lash map, the session’s lifts), before and after photos with consent, and the last visit shown when the client comes back.The client timeline, notes and alertsOne feed of everything that happened with a customer, notes your team keeps, and alerts everyone sees before serving them.Live visitorsWho is on your site right now and what they are looking at.Lists, segments and subscribersLists you fill yourself, segments that fill themselves from rules, and the people who agreed to marketing.Receipts: receive a payment, close invoices, export to SQL AccountRecord money a customer paid, apply it to one or more of their invoices to close them, issue a numbered receipt, and export invoices, receipts and customers for SQL Account.Invoices: bill a customer, get paid by card or transferWrite an invoice from your menu or one-off items, send it by email, link or WhatsApp, and see it paid: a PDF, an email and a page to pay from.

Email

Newsletters, automations, sign-up forms, broadcasts, revenue.

NewslettersDesign an email from blocks, send it to subscribers or a segment, read opens and clicks; a sign-up form for your site.Offers and coupon codesOne code per person, in an email or from the AI Agent — and a real Shopify discount when your store is connected.Loyalty: points, tiers and rewardsPoints for every order, a tier to reach, and rewards to spend them on — shown to the customer in the portal.A/B tests: what the numbers meanTwo subjects, two designs, or a second version of an automation step — and an honest answer about whether one is really winning.Product reviewsAsk after the order or the visit, read what comes back, publish it, answer it, let the AI Agent quote it — and ask for a Google review after every visit.SMS and notificationsText messages through your own provider, browser notifications for free, and the consent both need.Landing pagesA page of your own at /p/…, built with the same blocks as a newsletter, with a sign-up form on it.Customer forecastsWhat a customer is likely worth, when they are likely to buy again, and how likely they are to have gone — worked out from their own orders.How they found you, and your own records on themThe UTM tags and referrer kept from a visitor’s first page, and your own records — a subscription, a policy, a vehicle — attached to a contact.Deliverability, and the numbers on your dashboardWhere your email actually lands, provider by provider; choosing which numbers the overview shows; and which yardstick a send is judged against.Who a send goes toSeveral segments in, segments back out, and a cutoff for people who have just bought.Machine opens, and why your open rate movedApple and security scanners open email before anybody reads it. What doTask counts, what it leaves out, and where to find the raw number.Show a block only to some peopleOne rule on any block or section: who sees it, and who gets the email without it.Custom reports on your emailBuild and schedule a report on sends, opens, clicks, bounces, complaints and revenue — grouped by send, by automation, by A/B version or by mailbox provider.Do not emailEveryone your sends skip, why, and which of those you can undo.Email automationsA welcome series, a thank-you after a booking, a note when a tag lands: emails that send themselves.Sign-up formsA popup, corner card, bar or full-screen form on your site that collects emails, designed with your photo, colors and font; a coupon, a teaser, exit-intent and scroll triggers.Broadcasts on WhatsApp and emailA template or an email to a segment; sends land in the inbox; STOP and unsubscribe always work.