Todos integration
Create tasks for project members to take actions, useful for approvals, reviews, and manual actions performed by humans. Use Todos from Zoft voice agents, chat agents, workflows and AI employees.
- No account needed
- 3 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in TodosCreate Todo
- AndCreate Todo and Wait
Zoft + Todos
What Zoft can do with Todos.
- 01Voice agentsA phone agent can use Todos actions such as Create Todo and Create Todo and Wait during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Todos while it talks to the customer.
- 03WorkflowsUse Todos as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Todos actions on its own, and ask for your approval before it sends or changes anything important.
Actions 3
Things Zoft can do in Todos.
- Create TodoCreates a todo for a user, requiring them to respond or take action.
- Create Todo and WaitCreates a todo for a user and wait for their response or take action.
- Wait for ApprovalPauses the flow and wait for the approval from the user
Setup
Connect Todos in three steps.
- 01ConnectTodos is built in. There is nothing to connect, so you can use it in a workflow straight away.
- 02Put it to workAdd Todos as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Todos on Zoft, answered.
What can Zoft do with Todos?
Zoft supports 3 actions for Todos. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Todos to Zoft?
Todos is built in. There is nothing to connect, so you can use it in a workflow straight away.
Can a voice agent or chat agent use Todos?
Yes. Once Todos is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Todos without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.