Enhanced task module, chatbot cloning, and other enhancements

At Pepper Cloud, we continuously innovate to help businesses like yours manage tasks, communications, and workflows effortlessly. This latest product update brings powerful enhancements designed to improve efficiency and collaboration. From a revamped task module to seamless Outlook integration, these new features will simplify your daily operations and elevate your CRM experience.

Let’s explore what’s new!

1. Enhanced task module

Efficient task management is key to productivity, and our newly enhanced Task Module is designed to streamline workflows, improve collaboration, and offer greater flexibility. With powerful new features, this module simplifies how teams organize, track, and complete tasks.

Key features and benefits

• Subtasks and checklists: Break down complex projects into manageable subtasks and track progress effectively.
• Multiple task views: Switch between List, Kanban, and Calendar views to match your workflow preferences.
• Task updates and mentions: Keep your team aligned with direct comments and mentions on tasks.
• Recurring tasks: Automate repetitive workflows with custom recurrence schedules.
• Custom fields: Tailor tasks to your specific business needs by adding custom fields, enhancing the relevance and clarity of task information.
• Templates: Create and reuse task templates to save time on repetitive workflows, promoting efficiency and standardisation.

Know more about the Enhanced Task Module.

2. Clone topic in chatbot

We have introduced the ability to clone topics within the chatbot feature, allowing you to duplicate a topic and retain all associated content. This enhancement simplifies the process of reusing and modifying chatbot topics without losing valuable information.

3. Message module enhancements

The message module has undergone significant updates to enhance user experience:

• Draft messages: Unsent messages are now automatically saved as drafts, similar to functionality in platforms like WhatsApp. This ensures you never lose important messages due to accidental navigation or interruptions.
• Conversation summaries: You can now add summaries of group conversations as notes, which will automatically appear in associated records. This feature aids in maintaining context and reference for future interactions.

Conclusion

Our latest updates are meticulously crafted to enhance your CRM experience, making it more powerful, intuitive, and customer-centric. By logging into your Pepper Cloud CRM today, you can explore these features firsthand. 

If you require any assistance, our dedicated customer support team is available to help you make the most of these enhancements.