FAQ: Tasks

Can I edit the AI draft before sending?

Yes, fully editable. You can also regenerate a new draft using the wheel icon, or adjust tone and length using the chips below the draft.

What’s the difference between Tasks and the Master Inbox?

Tasks is an action queue — it only shows items that need your attention.

The Master Inbox is the full conversation history.

What does Skip do?

It moves the task to Done and loads the next one. No message is sent and no action is taken on the lead.

A lead I closed has replied again — what happens?

A new task is created automatically when the lead replies.

Can I set reminders or snooze a task?

Yes — go to Settings → Tasks → Reminders. You can set rules to reopen a task if a lead hasn’t replied after a set number of days, or to reopen a call task if it went unanswered or to voicemail.

Where do I find completed and skipped tasks?

In the Done tab at the top of the Tasks view. You can view past conversations, reopen tasks, or continue the conversation directly from there.

Can I customise the AI tone per task?

Yes — use the chips below the draft to override tone and length for that specific task. To change the default for all tasks, go to Settings → Tasks.

Can I change the company voice or messaging style?

Custom company voice configuration is coming soon. In the meantime, update your Organisation Context in Settings → Tasks to shape how drafts are written.

Does a new hot lead create a Task?

No, currently a lead that becomes hot doesn't create automatically a task. Topo doesn't have a specific type of task for Hot Leads.