Overview
When you open Spear, the agent tab opens by default. The agent home shows the most important tasks to handle right now as up to 4 urgent task cards, with the chat composer right below them. It helps you stay on top of the key actions across your campaigns and prospects, all in one place.
How It Works
Tasks are created automatically by the system based on key prospect activity or campaign status. The agent home shows the most urgent ones first, up to 4 at a time. Once a new task is available, you'll receive a Slack notification in your integrated channel so you never miss an important action.
Task Actions
Each task card shows a title, a short description, and one action on the right:
The action link takes you straight to the place where you can handle the task. For example: "View conversation", "Upload prospect list", "Set up your trigger", or "Activate now". Depending on the task, the action can also be to reconnect, book, review, or fix something.
The sparkle icon next to it lets you handle the task with the help of the AI chat, which opens with the task already loaded so you can complete it by chatting instead.
Automatic Task Types
The system creates the following tasks automatically:
Contact information was shared: A prospect shared their contact details in a conversation.
The prospect is interested: A prospect has shown interest and requires follow-up.
The conversation is marked as follow-up: A conversation has been flagged for follow-up action.
No active campaigns: Your account has no active campaigns running.
You may also see setup tasks, such as uploading a target list for an upcoming event, setting up a new trigger, or activating a new campaign.
How Tasks Are Completed
Tasks are completed automatically, so you don't need to close them manually. Here's how each type gets resolved:
Prospect-related tasks (contact shared, interested, follow-up): The task is marked as complete once you send a message to the prospect, resume a sequence, or schedule a message.
No active campaigns: The task is completed once you activate a campaign.
Slack Notifications
Once a new task appears on your agent home, you'll automatically receive a Slack message in your integrated channel. Make sure your Slack integration is active to receive these notifications.
Note: Need help setting up your Slack integration? Check out our Integrations guide.