About Todoist
Todoist is a task management platform that helps teams organize work, set deadlines, assign tasks, and collaborate across projects with built-in reminders and cross-platform syncing.
With this integration, Saysimple customers can automatically create Todoist tasks from WhatsApp conversations, emails, and web chat messages. Convert customer requests, service issues, and follow-ups into actionable tasks assigned to team members—ensuring nothing falls through the cracks while keeping your messaging inbox and task management synchronized.
Popular use cases
Convert Customer Requests to Team Tasks
A retail customer messages you on WhatsApp asking about a custom order. Your agent creates a Todoist task directly from the conversation, assigning it to your fulfillment team with a deadline. The task stays synced, and once completed, your agent can follow up via WhatsApp without switching tools.
Manage After-Hours Follow-Ups
A healthcare practice receives a patient inquiry on WhatsApp outside business hours. An automation creates a Todoist task for the on-call staff member. When they log in, they see all pending patient tasks and can respond promptly through Saysimple without losing context.
Track Service Complaints and Resolutions
A logistics company receives damage complaints via WhatsApp. Each complaint automatically generates a Todoist task assigned to the claims team with priority and deadline. Your team tracks resolution status in Todoist while maintaining customer communication in Saysimple's shared inbox.
