Getting started
What doTask is
One inbox, an AI Agent that answers from your own knowledge, and bookings.
Getting startedRead it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.
doTask puts every customer conversation in one inbox — WhatsApp, Instagram, your website chat and email — and answers most of them with an AI Agent that only knows what you have told it. When the assistant cannot help, or a customer asks for a person, the conversation lands with your team.
Around the inbox: a bookings calendar customers can book into from a chat, Flows that automate greetings and lead capture, a customer list, and analytics that read from the same conversations.
The screens
- Dashboard — setup progress, who is waiting, today’s bookings, and channel health (a paused number, a token about to expire, failed sends).
- Inbox — every conversation, by state.
- AI Agent — what the assistant knows and how it behaves.
- Bookings — services, staff or rooms, the calendar.
- Flows — automations.
- Customers — contacts and live visitors.
- Analytics — reports.
- Settings — channels, team, macros, hours, notifications.
TipPress the ? in the top bar on any screen for a short tour of that screen.