First you need to create task types
To do this you need:
1. Go to the Tasks section
2. Click on the three dots
3. Click on "Manage task types"
4. Enter the task name and Save
Using the widget through salesbot, you can set tasks and perform bot actions after its completion.
To do this, you need to go to the pipeline settings
1. At the right stage, click +Add trigger
2. Select +Salesbot
3. Select the trigger conditions and click +Create a new bot
4. Select Create a new bot
5. Select Widgets
6. Find the Processes widget in tasks and click Add
You should not use cloning widget blocks, because this may lead to disruption of the sales bot process structure.
7. For further settings, click on the pencil
8. Select the type of task that will be created
9. Select the person responsible for the task
10. Next, in the drop-down list, select the time for which you need to complete the task
Either from the current moment and enter the number of minutes in the field
Or from the time of the field and then select this field
11. Next, enter the text of the task and click Save
12. In the Add result field, enter the name of the result and click on +
13. Next, select the actions that the bot will perform after completing the task
14. Add the required number of results and actions
Important. Stop the bot after each action
Save all settings
