Automate Task Assignment Across Your Team

Stop manually assigning tasks and tracking follow-ups. Automatically route incoming requests to the right team members based on rules. Trigger real-time alerts, reminders, and escalations. Ensure every task is handled on time — without confusion or delay.

Start Your 7-Day Free Trial

Never Miss a Task Again

Assign work instantly to the right person the moment it comes in. Send automated alerts via WhatsApp or email. If someone doesn’t respond, escalate to the next member automatically. Save time, increase accountability, and boost productivity.

Enable automation

How Internal Assignment Works

Step 1

Task or request is received

A customer inquiry or internal request is submitted via form, chat, or email. This becomes a new task in your system. The automation process begins.

Step 2

Automatically assigned to the right person

Based on pre-set rules like department, workload, or priority, the system instantly assigns the task to the right team member.

Step 3

Instant alert is sent

The assigned member receives an immediate notification via WhatsApp, SMS, or email, ensuring no delay in response.

Step 4

Escalation if no action taken

If the assigned member doesn’t respond within a set time, the task is escalated to another member or team lead automatically.

Why Automate Internal Assignment?

Automation Benefits

WhatsApp Automation & Internal Assignments FAQ

WhatsApp automation refers to using tools, bots, or the WhatsApp Business API to automatically send messages, notifications, reminders, or updates to customers or internal teams.

You can integrate WhatsApp API with your internal task management or CRM systems to assign tasks, send reminders, and notify team members automatically about updates or deadlines.

Yes. With WhatsApp automation, you can create bulk assignments and send messages to multiple employees or teams simultaneously, ensuring everyone receives the updates instantly.

You can integrate the WhatsApp API with your internal tracking system so employees can update the status via messages, which then reflect automatically in your dashboard or CRM.

Yes. Automated reminders can be scheduled to notify employees about pending tasks, approaching deadlines, or important updates without manual intervention.

Absolutely. You can use templates and variables to customize messages, addressing employees by name and including task-specific details for a personalized experience.

Not necessarily. Many WhatsApp API providers offer no-code or low-code automation tools, making it easy to set up workflows, assignments, and notifications without coding.

Yes. WhatsApp API can be integrated with CRMs, task management apps, ERP systems, and other internal tools to streamline workflows and internal communication.