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What are "ProActive" Tasks?

While it is a task, these are NOT counted towards your Concierge Plan's Active task limit.
This is when we reach out and communicate with you about your account needs



Types of ProActive Tasks

  • Customer Service reach-out - When we are communicating with you regarding your account info such as billing update, requestor change, design branding style, automation amends, etc...

    Tagged as "enquiry" on your Automation Agency Portal

    You can as well reach out to Customer Service for your account needs and it still would NOT be counted on your task allowance. Here's How to contact Customer Service


  • Onboarding - When we are communicating with you about a Site that needs to be connected to our Management System

    Tagged as "Pro-Active" in your Automation Agency Portal

    This usually takes place from when you sign up with us when we get your site onboard our site management and backup system. As time goes by, you may decide to add more sites,which you can easily do so by following the steps on Adding a site to your Concierge Plan


  • Site Security- When we are communicating with you about Pro-Active issues like Plugin Updates, Security Issues etc...

    They are tagged as "Pro-Active" in your Automation Agency Portal



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