Schedule a follow-up task with due date, priority, and optional contact or deal assignment.
“Create a high-priority task to send quotation to +919876543210 by tomorrow at 4 PM.”
Say this directly in your AI chat. The assistant will detect the intent, map the parameters, and invoke create_task.
| Parameter | Type | Requirement | Description |
|---|---|---|---|
| title | string | required | Task action summary |
| due_date | string | required | Due date in ISO 8601 format (e.g. 2026-11-01T15:00:00+05:30) |
| phone | string | optional | Contact phone to associate |
| contact_id | string | optional | Contact UUID to associate |
| deal_id | string | optional | Deal UUID to associate |
| priority | string | optional | "low", "medium", "high", or "urgent" |
| notes | string | optional | Contextual notes for the task |
This action modifies CRM data or sends WhatsApp communications. Compliant AI clients (Claude Desktop, Cursor, ChatGPT) will ask for your confirmation before executing this call.