Virtual Assistant task setup

This feature uses

• TeamsConfigured by

  Team choices can restrict operator task selection.

• Website, channel and subsite accessConfigured by

  Channel choices can restrict operator task selection.

• Virtual Assistant task drafts and publishingConfigured by

  Drafts and publication control which task version is live.

• Virtual Assistant task steps and branchesRelated

  Published task definitions supply the ordered steps and branches used during execution.

• Virtual Assistant task data fieldsConfigured by

  Reusable field definitions set the answer types, validation and storage used by task steps.

• Existing answers in Virtual Assistant tasksConfigured by

  Existing-answer rules decide whether a task asks again, confirms an answer or skips a question.

• Virtual Assistant task messages and identityConfigured by

  Task and step content defines the messages, language versions and assistant identity.

• Virtual Assistant task pauses and handoverConfigured by

  Handover and task-control settings define pause, resume, cancellation and transfer behaviour.

• Virtual Assistant task actionsConfigured by

  Business and outbound actions define the updates and messages performed on task branches.

• Task integrations, appointments and embedded pagesConfigured by

  Integration actions and their return branches define external interactions within a task.

• Virtual Assistant task previewEnhances

  Preview helps review task behaviour before publication.

• Virtual Assistant task import and exportEnhances

  Copy, export and import support task reuse.

• Virtual Assistant task validation and retriesConfigured by

  Help and invalid-input settings define the recovery choices offered by a task.

• Visitor event updates to customer contextConfigured by

  Visitor-event actions choose which task to start automatically.

• Pre-chat survey for visitorsEnhances

  A pre-chat survey can collect details before a task starts.

• Offline help for visitorsConfigured by

  The theme selects the task used for offline intake.

• Virtual Assistant tasks in messaging channelsEnhances

  Channel rendering determines how task steps appear to visitors.

• Messaging channel connectionsConfigured by

  Messaging account settings choose the tasks started when operators are available or unavailable.

• SMS number and channel setupConfigured by

  SMS account settings choose start tasks and whether operator assignment happens first.

• Admin settings and feature switches · managed by PowerfrontLicence

  Powerfront must enable Virtual Assistant for the website to use task features.

Used by

• Visitor and conversation information panelsEnhances

  Available tasks can be launched from the conversation controls.

• Chat queueEnhances

  Queue action buttons can start configured tasks instead of continuing to wait for an operator.

• Broadcast for acceptanceEnhances

  An optional task handles acceptance expiry.

• Offline messagesEnhances

  A configured task can replace the ordinary offline form.

• Custom fields in visitor formsConfigured by

  Task-step authoring defines workflow forms.

• Chat tasks and topics for visitorsConfigured by

  Tasks and reusable steps define the guided interaction.

• Proactive chat invitationsEnhances

  Invitations can start a configured pre-chat task.

• Visitor popup event setupConfigured by

  The selected task defines the journey started by an open-chat popup.

• Visitor event updates to customer contextConfigured by

  The selected enabled task defines the journey requested by Start Task.

• Virtual Assistant task drafts and publishingRequires

  Task versions contain the authored task and its step configuration.

• Virtual Assistant task steps and branchesRequires

  Execution needs an authored task with enabled steps and configured branches.

• Virtual Assistant task data fieldsConfigured by

  Steps bind reusable fields to task questions.

• Existing answers in Virtual Assistant tasksRequires

  Answer reuse needs an authored task step linked to the relevant fields.

• Virtual Assistant task messages and identityConfigured by

  Task and step authoring supplies the content and action links.

• Virtual Assistant task pauses and handoverRequires

  Pause, cancellation and handover need an authored task and its action configuration.

• Virtual Assistant task actionsRequires

  Business and outbound actions must belong to an authored task branch.

• Task integrations, appointments and embedded pagesRequires

  External interaction actions must be configured within an authored task.

• Virtual Assistant task previewRequires

  Preview uses a saved task and its enabled steps.

• Virtual Assistant task import and exportRequires

  Transfer operates on the reusable field, step and task definitions.

• FAQ bot training and automatic repliesConfigured by

  Task definitions supply the steps run by task-based intent responses.

• Task notes and operator remindersRequires

  A task must contain the reminder action on a branch that can run.

• Virtual Assistant tasks started by AutopilotRequires

  The function needs an authored task to select and start.

• Virtual Assistant task validation and retriesRequires

  Recovery routes need an authored task and its current step configuration.

• Autopilot handover and error handlingConfigured by

  The selected tasks define what happens after an expiry, error or intentional handoff.

• AI updates to customer and conversation dataEnhances

  Optional Workflow functions select an existing task.

• AI guardrail routing and fallback actionsConfigured by

  A selected workflow task defines what happens after a guardrail rule triggers it.

• Virtual Assistant tasks in messaging channelsRequires

  Tasks and reusable steps define the questions.

• Live show RSVP, reminders and follow-upConfigured by

  Callback Task selects a separately authored, enabled workflow.

• Event, link and Virtual Assistant reportsConfigured by

  Task definitions supply the task names and steps shown in Virtual Assistant reports.