Tasks and Outbound Automation
Schedule calls, texts, emails, Computer work, and repeating automation while keeping outcomes and retries visible.
GetVoiceBot Tasks turn a defined piece of work into something your team can schedule, monitor, retry, and
review. Use them for outbound communication, one-time Computer Agent assignments, and recurring
operational work.
Choose the right work type
| Work | Use it for |
|---|---|
| Outbound call, text, or email | One communication attempt or one retry-managed communication goal. |
| Computer Task | One bounded assignment for a Computer Agent now or at a future time. |
| Repeating Task | Computer Agent work on a predictable recurring schedule. |
| One-off scheduled Task | Computer Agent work once at a specified time. |
Availability depends on the selected Agent and account capabilities.
Create one Task for one goal
Give the Task enough context to act without guessing:
- the intended recipient or source record
- the outcome you need
- the information the Agent may use
- timing and timezone
- completion criteria
- escalation and approval boundaries
- a stable external reference when another system owns the workflow
For retry-enabled communication, one Task represents the complete goal and all attempts toward it.
Do not create a separate Task for each retry.
Use retries intentionally
Define which unresolved outcomes should retry, the delay between attempts, business-hour rules, and
the maximum number of attempts. A retry should have a realistic chance of producing a different
result.
Review the Task's attempt history to see each outcome, evaluation, experiment assignment, and
linked conversation. Cancel the Task when the goal is no longer valid.
Schedule Computer Agent work safely
For repeating work, write instructions that define the source, time window, qualification rules,
maximum work per run, deduplication behavior, and proof of completion. Create the Task paused when
possible, run one controlled test, inspect its linked chat and destination effects, then activate
the schedule.
A heartbeat is better when the Agent should periodically look for material developments and remain
quiet otherwise. See Design useful heartbeats.
Use batches for prepared lists
CSV uploads are useful when you have a reviewed list of eligible recipients. Validate phone numbers,
email addresses, required fields, consent, and duplicates before starting the batch. Save the batch
reference and review both accepted and rejected rows.
Do not re-upload an uncertain batch without checking whether earlier rows were already created.
Review results
The Tasks screen can filter by status and outcome and open the details for one Task. Depending on
the Task, review:
- current and terminal status
- scheduled, last-run, and next-run timing
- attempt or run history
- structured result and error details
- the linked log or conversation
- the actual effect in the destination system
A queued, accepted, or started Task is not proof of completion.
Optional outbound number pools
GetVoiceBot can enable a managed pool of assigned numbers for approved high-volume call or text workflows.
This is not a self-service pool-management feature. Contact GetVoiceBot to review the use case, then test
representative Tasks before increasing volume.
Building automation through the API? See
Tasks and automation.