Asana

What Asana does with AI Customer Care

When a caller needs something a human must handle, such as a refund review, a site visit, or a complex quote, AI Customer Care creates an Asana task in the right project with a summary of the request, the caller's details, and a due date. Nothing discussed on the phone falls through the cracks.

How it works

Connect Asana with OAuth, choose target projects, and set routing rules, for example billing questions to the finance project and service requests to operations. Tasks include a short call summary written by the AI agent and a link back to the call record in AI Customer Care.

  • Rule-based routing to projects and assignees
  • AI-written task descriptions with caller context
  • Due dates set from promises made on the call

Data residency for Oman

Tasks carry summaries and contact details, not audio. Recordings stay within AI Customer Care's Oman data centers, and you can restrict which fields appear in task descriptions to meet your Oman Personal Data Protection Law obligations.

What you can do with AI Customer Care + Asana

  • Create tasks from call requests
  • Route tasks by topic and team
  • Attach AI call summaries to tasks
  • Set due dates from call commitments
  • Link tasks back to call records

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