Tasks and reviews
The agent keeps a Task List for each conversation and stops for a review when a person should check its work.
On this page5 sections
The Task List#
Every conversation has its own Task List. Open it with the Task List button in the conversation header. The button itself summarises the list, for example "1 in progress · 2 to do · 1 done", and shows an amber dot while a review is waiting.
The agent adds tasks as it plans and updates them as it works. Each task has a status.
| Status | Meaning |
|---|---|
| To do | Not started. |
| In progress | The agent is working on it. |
| Done | Finished. Any files it produced are listed on the task; click one to open it. |
| Skipped | Deliberately not done. |
If you can edit the workspace, you can change a task's status yourself from the status menu on the task.
In an engagement, the Task List starts with one task for each step of the service's process. See Engagements.
Reviews#
A review is the agent stopping to have a person check a task before it goes on. A review always belongs to a task, so it is clear what you are being asked to check.
Waiting reviews appear in two places: under Needs your review in the Task List, and above the message box in the conversation. A review shows the task, the question, and links to the files to look at.
Answer a review#
| Answer | Use it when | What happens |
|---|---|---|
| Continue | The work is right. | The agent goes on. |
| Continue — I fixed it | You corrected the work yourself. A note saying what you fixed is required. | The agent goes on and does not redo it. |
| Redo | The work needs doing again. A note saying what should be different is required. | The agent does the task again with your note. |
| Skip | The check is not needed this time. | The agent goes on. |
Sometimes the agent offers its own answer buttons for a specific question. You can always type a reply in your own words instead.
To answer a review you need the right to approve. In a service, that is the Approve switch on a person's access. Your answer is recorded with your name and the time, and listed under Reviewed.
Where waiting reviews show up#
You do not have to keep a workspace open to know a review is waiting. It shows as:
- a row under Needs you on Home;
- a count on Needs you under Workspaces in the sidebar;
- an amber dot on the conversation and on the workspace's Conversations icon;
- a line in Fibo's next message to you, on the channels you have turned on. See Notifications.
A review goes to everyone on call for the workspace. One person's answer settles it for all of them.
Reviews that answer themselves#
When the same kind of review has been answered many times and almost never needed a change, the platform can answer it automatically and let the agent continue. It is recorded as Reviewed automatically.
By default this starts only after a kind of review has been answered by a person at least 5 times, and only while 10% or fewer of the last 20 answers were a correction or a redo. A service can change these numbers, or set a kind of review to always ask a person. See Services.
Keep going#
Keep going is a switch on the Task List, on by default.
- On: whenever the agent stops with tasks still open and nothing waiting on a person, it picks the list back up by itself.
- Off: the agent works one turn at a time, and you tell it when to continue.
In an engagement's main conversation Keep going is always on.
Turning Keep going off does not stop work that is already running. Use Stop the agent for that.
When work gets stuck#
If the agent stops several times in a row without making progress, the platform raises a review marked as stuck, and the workspace shows Stuck — needs a look. Open the conversation, read where it stopped, and either answer the review or send a message with what it needs.
Turn a finished task into a test for a skill#
On a finished task that used a skill, Add to cases saves the task as an example the skill can be tested against later. See Cases.