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
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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
Getting started

The six setup steps

The dashboard checks each one against your workspace; nothing to tick.

Zack Lam
Authored by Zack LamFounder, doTask
Two colleagues working through a plan together
Getting started
Read it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.

The card at the top of the dashboard shows six conditions read from your workspace. Each turns green when the thing is really in place, and the card disappears when all six are.

  1. Install the chat widget — Settings → Channels → Installation. Done once a visitor has sent a message through it.
  2. Give the AI Agent a persona — AI Agent → Behavior → Instructions. Done once the persona text is saved.
  3. Add knowledge — AI Agent → Knowledge → Data sources. Done once there is inline text or a data source.
  4. Bring in your store data — Integrations. Done once a Shopify store is connected, or a shop built elsewhere has pushed products, orders or events through the API (Settings → Developers → dotaskAPI), linked a sheet or uploaded a CSV.
  5. Connect a messaging channel — Settings → WhatsApp or Instagram. Done once one is connected.
  6. Invite your team — Settings → Team. Done once a second member exists.
TipAsk doTask AI “What should I set up next?” and it reads the same conditions and proposes the steps.
See also:All documentationFAQ