How to Claim a Task

Step-by-Step: Claim a Task

Step 1: Check Your Email

Five9 sends you an email when a task needs attention.

Look for subject: "A new task requires attention"

The email shows:

• Customer name and phone
• Service type needed
• Link to claim the task

Step 2: Click the Link

Click the link in the email → It takes you to HumanForce.

Not logged in? Log in first, then click the link again.

Step 3: Click "Claim Task"

You'll see the task page. Click "Claim Task" button at the top.

Done! The task is now yours.

What Happens After You Claim?

• Task is assigned to you (removed from queue)
• Inactivity timer starts (2 min warning if no activity)
• You'll see: customer info, AI summary, conversation history, sub-tasks

First thing to do: Read the AI summary - it tells you what the customer needs.

Quick Tips

• ✅ Click fast - Tasks are first-come, first-served
• ✅ Read AI summary first - Saves time
• ✅ Stay active - Move mouse or type notes every 2 min
• ✅ Check conversation history - See what's already been said

Still Stuck?

Need help? Call your supervisor or support: 555-1234

Learn more:

• Completing Tasks - What to do after claiming
• First Task Walkthrough - Complete guide

Video Tutorials