A task is one-off work you delegate to Boldy. You can start it manually, from an automation or through an integration.
The task retains instructions, messages, attachments, tools used, clarifications, results and credits consumed.
One-off task configuration
Visibility
The owner can continue their task. Intervening in someone else’s shared task requires permission to manage all tasks.
Work mode
Allow changes mode does not bypass access controls. Boldy can execute only actions the task has permission for.
Statuses
Tasks expire after 28 days of inactivity. If you need to resume an expired task, create another with the necessary context.
Source channel
A task started from a messaging channel retains that channel. You can view activity and results on the web, but must respond from the same external conversation.
Read Channels and related identities to understand how Bold recognizes a user conversing through another channel.
How to write instructions
Include the goal, period, relevant records, limits and expected format.
Review critical tasks before using their results to make decisions or change operational data.
