TaskPerfect is a complete case management and CRM software platform designed to streamline
operations, automate communication, and enhance collaboration across your support organization. Whether
you're a customer service team handling daily inquiries or a technical support department managing
escalations, TaskPerfect gives you the structure and tools you need to stay organized and responsive.
Built for Customer-Facing Workflows
- Case Tracking: Keep detailed records of each customer issue, from intake to resolution.
- AI-Powered Workflows: Leverage Google Gemini to transcribe calls, summarize
conversations, and analyze past cases for faster response times.
- Centralized Communication: All interactions—via web, chat, email, or mobile—are logged
and accessible in real time.
- Smart Issue Routing: Use workflow rules to assign tickets automatically to the
appropriate team or rep.
Smarter Collaboration & Automated Communication
- Client Interaction Screen: View all related data, documents, and communication history
in one place.
- Multiple Channels: Communicate across email, chat, SMS, and internal notes—seamlessly
integrated into your case view.
- Document Batching & E-signatures: Send agreements, troubleshooting steps, or NDAs
instantly—then track status in real time.
Real-Time Data & Insightful Reporting
- Interactive Dashboards: View open tickets, average resolution time, satisfaction
ratings, and rep performance.
- AI Message Analysis: TaskPerfect’s AI analyzes call recordings and messages to assess
tone, urgency, and clarity—helping managers coach more effectively.
- Customer Feedback Tools: Run surveys, issue forms, and polls to gather insights
directly from users.
A Secure Platform for Modern Support Teams
- PII Masking & Document Encryption
- Electronic Signatures
- Audit Trails for All Interactions
- Role-Based Access Controls
AI-Driven Support for Faster, Smarter Customer Service
TaskPerfect leverages built-in AI powered by Google Gemini to help support teams work faster, smarter, and
more efficiently. Whether you're resolving a simple service ticket or troubleshooting a complex technical
issue, AI helps reduce manual effort, ensure consistency, and improve decision-making.
From transcribing support calls to summarizing case histories and analyzing tone in messages, TaskPerfect’s
intelligent features give your team the edge they need to deliver exceptional service at scale.
What TaskPerfect’s AI Can Do for Your Support Team:
- Call Transcription & Performance Review: Automatically transcribe customer calls with
speaker identification. Use transcripts for performance evaluations, training, or follow-up actions. Ask
specific questions like: “What did the customer ask about their warranty?” or “How did the rep respond
to the escalation?”
- Automated Document Processing: Upload support agreements, troubleshooting checklists,
or customer-submitted screenshots. TaskPerfect identifies the document type, extracts relevant
information, and can trigger actions—like updating a case or sending a follow-up.
- Instant Summarization of Cases & Logs: Quickly generate summaries of long case
histories, chat logs, or technical instructions. Great for onboarding new agents or handing off complex
tickets—especially when time matters.
- Multi-Document Search & Comparison: Need to find a customer’s original purchase
agreement? Or compare two versions of a service manual? Use AI to search across all documents and
highlight the differences instantly.
- Knowledge Base Integration: Feed your internal policies, product documentation, or SLA
rules into TaskPerfect’s AI Knowledge Base. Then ask questions like: “What’s the refund policy for
service delays?” or “Does this case qualify for a Level 2 escalation?”
Built-in AI Tools—No Integration Needed
All AI capabilities are embedded directly in TaskPerfect, so your team doesn’t need to switch platforms or
connect third-party tools. These features work right within your existing workflow, saving time and making
adoption seamless.
With TaskPerfect, customer service and tech support teams can:
- Respond faster with fewer errors
- Analyze patterns in support interactions
- Reduce ticket resolution times
- Deliver consistent, high-quality responses
- Empower agents with intelligent tools that learn from your data
Why Choose TaskPerfect for Support?
- Reduce response times and boost resolution rates
- Automate repetitive tasks and issue assignments
- Centralize client communication and case tracking
- Analyze service trends and drive continuous improvement
- Deliver a seamless experience across support channels
⚡ Streamline support. Elevate service. Get started with TaskPerfect today.