AI Task Generation

Booked55's AI analyzes your pipeline activity, contact engagement, and historical patterns to automatically generate tasks that help you close more deals. AI-generated tasks are created as active tasks ready for you to act on.

How AI task generation works

The AI considers several signals when generating tasks:

• Pipeline stage duration — If a contact has been in a stage for longer than average, the AI may generate a follow-up task.
• Activity gaps — If there has been no recent activity with a contact, the AI generates re-engagement tasks.
• Stage automations — When AI prompts are configured on pipeline stages, the AI generates context-aware tasks.
• Contact detail patterns — Based on the contact's data and relationship history.

Managing AI tasks

AI-generated tasks appear alongside your manually created tasks in the Activities page. You can manage them like any other task:

• Complete — Mark the task as done when finished.
• Edit — Modify the task description, date, or activity type.
• Delete — Remove the task if it's not relevant.

AI Todo on contact detail

Each contact detail page has an AI Todo tab showing AI-suggested tasks specific to that contact. This gives you a focused view of what the AI recommends for a single relationship.

Improving AI suggestions

The quality of AI suggestions improves when you:

• Log activities consistently so the AI has engagement data to analyze.
• Configure AI prompts in your workspace settings with specific instructions.
• Use pipeline automations to trigger AI at the right stages.