Tasks & Workflows

Automated follow-up sequences, manager alerts, and dealership SOPs as code.

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This module is part of the ShiftPilot AI roadmap. The shell, data model, and AI agent framework are in place — the full workspace is being polished now.

Daily task queues per rep and department

Automated follow-up sequences by lead stage

Manager alerts for overdue or unworked leads

SOP builder with conditional branches

AI-suggested next actions across modules

SLA tracking by role and channel

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