Your agents open a task themselves the moment they get stuck — an invoice that won't go through, transactions with no receipt, a return coming due. Your own questions go in the same place, with the whole conversation and its attachments. And once the subject is settled — the invoice booked, the receipt in — the task closes itself. There is no list to tidy up.

Improvements

• Purchase invoices — Ask about an invoice without leaving it — your question arrives as a task on the other side, with the invoice attached.

• Inbox — The same for a document in your inbox.