Task Board and Customer Support
DigitXBooks includes a live task board, support conversation system, admin support inbox, typing events, attachments, escalation, unread counts, and admin reply workflows.
Coordinate work without leaving the finance platform
Finance work often creates tasks: collect a payment, verify a vendor bill, check an expense, approve payroll, or respond to a customer. DigitXBooks includes task board APIs for that follow-up.
Trello-style task boardCustomer support conversation with attachmentsAdmin support inbox with replies and status updates
- Task board index and update endpoints
- Live sync eligibility endpoint
- Workspace-ready task page
Support built into the app
Users can contact support from inside the product while admins manage conversations, replies, status, typing, unread counts, and attachments.
- User support conversation and message sending
- Admin support conversations and replies
- Attachment preview and download support