What tasks can the AI perform in my CRM after a call or message?

Tasks the AI can perform

• Create or update a contact: name, phone, email, company and any fields you map, such as language preference or lead source.
• Log the interaction: a summarized call, chat or text attached to the contact, with the outcome and any commitments made.
• Open a ticket: a helpdesk or CRM case with a summary, a category and a severity taken from your rules.
• Schedule a callback: a task for a named person or team at the time the customer asked for.
• Draft a follow-up: an email or text based on the conversation, saved as a draft for a person to review and send.
• Update a deal or file stage when the conversation meets a condition you define, such as a booked consultation.

Approval modes

Every task type has its own mode. Automatic means the AI performs the task and records it. One-click approve means the AI prepares the task and a person confirms it from a notification or the admin portal before it is written. Suggest only means the AI proposes the task as a note and a person does the work. Most businesses start with suggest only or one-click approve, then move low-risk tasks such as call logging to automatic once they trust the results.

Modes can differ by team, by contact type and by time of day. A 3CTel specialist configures them with you and can change them at any time.

Audit trail, undo and override

Each action the AI takes is recorded with the time, the conversation it came from, the fields it changed and who approved it. The record is visible in the admin portal and, where the CRM supports it, as a note on the contact. An administrator can reverse an action, and a person can edit or discard a draft before it is sent. Tasks the AI could not complete, for example because a field was missing, are flagged for a person rather than silently skipped.