Agentic AI, built into TaskTak
We're building AI directly into the platform you already run your business on — including agentic AI that can act on your behalf, not just answer questions.
How it works
Not just a chatbot — an agent
Understands
Your agent reads across CRM, projects, HR, accounting, and operations to understand what's actually happening in your business right now.
Decides
It figures out the right next step — which lead to follow up with, which task is falling behind, what needs your attention today.
Acts
Then it goes and does it — drafting the message, updating the record, assigning the task — so your team starts from done, not from zero.
See it in action
Your business, on autopilot
Ask
Ask anything about your business
No more digging through five modules to answer one question. Ask in plain language and get an answer pulled from your live CRM, project, and accounting data.
- “Which leads haven't heard from us in two weeks?”
- “How is the Hamdan project tracking against budget?”
- “Who on the team is overloaded this week?”
AI assistant chat panel screenshot
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Delegate
Hand off the busywork, keep the control
Give the agent a goal, not a checklist. It plans the steps, does the work inside TaskTak, and shows you everything it did — nothing ships without your approval.
- Drafts follow-up emails for every stale lead in one pass
- Creates and assigns tasks from a meeting summary you paste in
- Updates records across CRM and projects so data stays consistent
Agentic workflow run screenshot
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Watch it work
See agentic AI run a real workflow
Two minutes, no slides — watch the agent pick up a stale lead, draft the follow-up, log the activity, and queue the next step, all inside TaskTak.
TaskTak Agentic AI demo video
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Everyday wins
What you'll use it for, every day
Draft replies & follow-ups
The agent writes lead and customer messages in your tone, ready for a one-click review and send.
Instant pipeline summaries
Get a morning digest of deals moving, deals stalling, and exactly where your attention pays off most.
Auto-triage tasks
New work gets sorted, prioritized, and assigned to the right person before you've opened your laptop.
Meeting prep & recaps
Walk into every call with a one-page brief, and walk out with action items already logged as tasks.
Reports without the grind
Monthly summaries, project status updates, and client-ready reports generated from your live data.
Smart nudges
Quiet until it matters — the agent pings you only when a deal, deadline, or teammate genuinely needs you.
Your data, your rules
An agent you can actually trust with your business
Agentic AI is only useful if you can trust what it touches. TaskTak's AI works inside the permissions you already set — and keeps a full paper trail.
- Respects existing roles and permissions — the agent only sees what its user can see
- Every action is logged in your activity feed, so there are no silent changes
- Approval gates on outbound messages and bulk updates until you choose otherwise
- Your business data trains your assistant's context, not anyone else's models
What we're building
- AI that drafts replies and follow-ups for your leads and customers
- Agentic workflows that can complete multi-step tasks across CRM, projects, and operations for you
- Smart prioritization so your team always knows what matters most today
Questions
Agentic AI, answered
We're rolling it out to early access customers first. Request early access through the contact form and we'll reach out as your spot opens up.
Want to be first to try Agentic AI?
Tell us a bit about your business and we'll reach out as early access opens up.
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