Signal’s AI-Suggested Tasks feature leverages AI to recommend follow-up tasks based on recent interactions tied to your assigned constituents. The interactions informing this feature include any created for assignments (either by you or by a teammate) in the last year. You can choose to add these suggestions to your Tasks page as you see fit! 

Below, we’ll explore how to use AI-Suggested Tasks! 

 Note: AI-Suggested Tasks will only be accessible if you have already opted into using EverTrue’s AI features. If your organization is interested in activating this feature for your team, please reach out to your Customer Success Manager (CSM).

Step 1. Navigate to Your Home Tab

Head to your Home tab’s Suggested Tasks section to view up to three tasks we recommend you take as part of your cultivation efforts. 

Step 2. Click a Task’s Dropdown Arrow 

A dropdown arrow can be found to the right of each suggestion. Click on an arrow to reveal additional task details. 

Step 3. Edit an AI-Suggested Task

You’ll find two edit options in Suggested Tasks that allow you to make changes to tasks before adding them to your Tasks page:

1. Calendar: Swipe a task to the right to reveal a calendar button. 
2. Pencil: Swipe a task to the left to reveal a pencil button. 

Click either option to open a task editor in which you can edit any task detail, such as the due date or action type. Once you’ve made your changes, hit Save to add the revised suggestion to your Tasks page.

 Note: Sometimes an AI-Suggested Task will reference another solicitor from your team in its description. In these instances, you can change the task’s Assignee field to your teammate when editing. 

Step 4. Add an AI-Suggested Task 

To quickly add a suggestion to your Tasks page, click the purple + button found to the left of its name.

If you add all three tasks, a message of “Add More Interactions & Get Suggested Tasks” will appear. You can return the following day to find three more suggestions populated. In the meantime, continue adding interactions for your assigned constituents to inform new daily suggestions! 

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For any other questions, reach out to EverTrue Support at genius@evertrue.com.