Inbox and customer settings
Closing notes
A category and a short summary when a conversation is marked solved; the AI can draft it.

Inbox and customer settingsRead it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.
Define categories and choose whether a note is required. When an agent presses Archive, the panel asks for the category and a summary; Draft with AI writes the summary from the thread. Categories show up in reports.