Efficiency tools

Rake comes with a built-in online task management system organically connected to external (chat) conversations and internal conversations.

If a conversation can’t be resolved in one touch, or requires follow-up for any reason, create a task.

Take a look at the efficiency tools built into Rake:

Create a task type gif

Task types

Task types can be custom built to include auto-assignments and auto due timelines. When a Rake user creates a task, in less than 10 seconds they can name the task, pick the task type and add a note. The task owner will be notified they now own a task and they will learn when the task is due. If the owner needs context related to the task, they can easily open the conversation that inspired the task and learn more.
Tasks generated from external conversations

Chat tasks

Many conversations we have with customers and guests lead to needed follow-up action.

Sticky notes are cute but not great for organization and accountability.

Help your company improve by adopting a task management system.
Customer history information

Customer history

Once customer data is created in Rake, users can access the conversations and tasks related to that customer easily.

It is especially helpful to have the full context of a conversation in the recent past at your fingertips. Or, to see the status of a task related to the customer in a current chat.

Tasks system

While a one-contact resolution is always a goal, conversations sometimes get complicated and require escalation and follow-up.

When a conversation hit's a dead-end,, create a task to escalate it.

Your team will love the convenience of integrated tasks with conversations. Use service response times to allow agents to comfortably make a promise that includes a response time that aligns with your organizations service-level goals.
Task management system
Task management on a mobile device

Task Types

Customize workflow and due dates by creating customized task types.

Automatically assigns the task to the right channel (group of people) or user, and it creates the correct service level promise to share with client or prospect to effectively set the follow-up expectations.
Knowledge base highlights

Knowledge base

Rake includes an integrated, searchable knowledge base your organization can use to store and transfer knowledge between coworkers, teammates, or customers.

Agents can search and share articles with customers during a conversation by simply copying the link.

Creating a Knowledge base article is simple, even images and videos are supported. And, even transferring articles from previous KB systems is a breeze with built in import tools.

Business details

Use scheduled contextual business notes for agents to communicate special circumstances. Weather or shipping delays, etc. Anything out of the norm can be handled and effectively communicated.

‍Set business hours to maintain an accurate messaging system for your external guests. Customers will be notified it is after hours and responses may be delayed.
Operating details in the Rake workspace
Direct messaging in Rake

Direct messaging

Create a private one-on-one message with a teammate, or invite multiple teammates to a private conversation.  Share files, images, documents and more in your private messages space.

You can easily spark up new Direct message threads, or add a few people to conveniently create a private group message.
Channel topic focused conversations


A channel is a group of people with the collective goal to accomplish something. Sometimes it’s the whole organization, or, sometimes it's a much smaller focused group.

Each channel is dedicated to a specific topic, department, or project.

Channels are where the work actually gets done—where text, files, documents, and images are easily shared, searched, referenced, and ultimately put into context to accomplish big (and small) things.

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