> For the complete documentation index, see [llms.txt](https://docs.spara.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.spara.com/platform/todos.md).

# Todos

**Todos** are action items Spara surfaces when it spots something in your setup that needs attention: a channel that isn't published, a disconnected CRM, or an integration that would improve your results. Instead of hunting for problems yourself, you get a prioritized list of exactly what to fix and where to fix it, so your agents keep converting leads without gaps.

Todos are generated automatically. Spara re-checks your account every hour — and again shortly after you change a related setting — opens a todo when it detects an issue, and closes it on its own once the issue is resolved.

You'll always find Todos in the top-right navigation bar, on every page. The button carries a count bubble showing how many todos are open. Click it to open the **Todos tray**, where open todos are grouped under the agent they relate to, and completed or dismissed todos are tucked into collapsed sections at the bottom.

<figure><img src="/files/jdXtKc8CO348Iyvp79N5" alt=""><figcaption><p>The Todos tray, grouped by area and sorted by priority</p></figcaption></figure>

## How to use Todos

Every todo has a priority that tells you how urgently it needs attention:

| Priority        | Meaning                                                                                                |
| --------------- | ------------------------------------------------------------------------------------------------------ |
| **Urgent**      | Something is actively broken or blocking leads. Fix it right away (e.g. a CRM that just disconnected). |
| **Required**    | Must be completed for your setup to work as intended, but nothing is actively broken.                  |
| **Recommended** | Optional improvements. Complete them if they fit your setup, or dismiss the ones that don't.           |

Urgent todos always sort to the top, followed by Required, then Recommended. A todo with a past-due date is nudged ahead of its tier so time-sensitive work stays visible.

Open any todo to see its details and take action. Each todo includes a short description of what's needed and why it matters, and links to the exact page where you can act on it.

**Mark as done.** Open a todo and click **Mark completed**. Completing is verified: Spara re-checks the todo's condition first, and if the issue is still there, the todo stays open and shows you what Spara found. Once a todo is completed, it is never reopened.

**Dismiss.** **Recommended** todos can be dismissed if they aren't relevant to your setup: open the todo and click **Dismiss**. Dismissed todos move to the collapsed **Dismissed** section at the bottom of the tray, where you can bring them back with **Undismiss**. Only Recommended todos can be dismissed; Urgent and Required todos represent work that has to be done, so they can't be waved off.

**Assign to a teammate.** Todos can be assigned to any member of your team. Open the todo and use the **Assigned to** field to pick a teammate. In the tray header, use the **Assigned to** filter to focus on todos owned by a specific person, or just the ones assigned to you. Add teammates first under [User Management](/platform/settings/user-management.md).

**Solve with Ask Spara.** Click **Solve with Ask Spara** to hand a todo directly to [Ask Spara](/platform/ask-spara.md), Spara's built-in AI assistant. It opens with full context about the todo and can walk you through resolving it, or take action on your behalf for things like configuring a channel. You can also just ask it what needs attention: Ask Spara can read your todo list, and on request dismiss a Recommended todo that doesn't apply or mark one done (completion is still verified).

<figure><img src="/files/UQdLdmzoYHzgD9K3vvL6" alt=""><figcaption><p>A todo open with Ask Spara helping to resolve it</p></figcaption></figure>

**Share a todo.** Click the link icon in the todo's detail header to copy a direct link. Anyone on your team can open that link to jump straight to the same todo.

**Todos close on their own.** Todos created by Spara's hourly check close automatically once the underlying issue is resolved. For example, reconnecting a disconnected CRM closes the **Urgent** "CRM disconnected" todo on the next check, no manual step needed. Todos you've marked **Done** or **Dismissed** are never reopened automatically; if the same issue happens again later, Spara opens a fresh todo rather than reviving the one you closed.

## All todos

The table below is the complete list of todos Spara can open, with the exact condition that triggers each one.

Most todos appear at most once per account. Todos tagged *(per channel)* or *(per inbox)* open one card per affected channel or inbox, so several can be open at the same time.

<table data-full-width="true"><thead><tr><th>Todo</th><th>Description</th><th>Detection condition</th><th>Area</th><th>Priority</th></tr></thead><tbody><tr><td><strong>Add a human transfer option to voice calls</strong> <em>(per channel)</em></td><td>Callers who ask for a person hit a dead end. Add a transfer tool with a destination number.</td><td>A published phone channel has no transfer tool.</td><td>Agents</td><td>Recommended</td></tr><tr><td><strong>Add channel instructions</strong> <em>(per channel)</em></td><td>A channel on defaults speaks in a generic voice and doesn't know how to qualify your prospects. Add your own instructions and opening message.</td><td>A published channel's instructions are empty or unchanged from the Spara defaults (for chat, the opening message is also unedited).</td><td>Agents</td><td>Required</td></tr><tr><td><strong>Agent not gathering fields</strong> <em>(per channel)</em></td><td>Conversations there won't capture any lead data. Turn the channel on for the fields it should collect on the Data Model page.</td><td>A published channel is not set to gather any fields in the Data Model.</td><td>Agents</td><td>Urgent</td></tr><tr><td><strong>Assign an inbox to each email channel</strong> <em>(per channel)</em></td><td>Without an assigned inbox a channel can't send anything, even if an inbox is connected at the account level.</td><td>A published email channel has no inbox assigned.</td><td>Agents</td><td>Required</td></tr><tr><td><strong>Create a channel</strong></td><td>Prospects have no way to reach an agent. Create a channel, like chat, voice, or email, to get started.</td><td>No channels exist.</td><td>Agents</td><td>Required</td></tr><tr><td><strong>Create a workflow</strong></td><td>Your agents work without them, but we recommend one so follow-up happens automatically, like notifying your team about a hot lead or syncing it to your CRM.</td><td>No workflows exist.</td><td>Agents</td><td>Recommended</td></tr><tr><td><strong>Publish a channel</strong></td><td>An unpublished channel isn't live. Publish it to put it in front of your prospects.</td><td>At least one channel has been set up AND no channel is published.</td><td>Agents</td><td>Required</td></tr><tr><td><strong>Publish a workflow</strong></td><td>An unpublished workflow isn't running. We recommend publishing it so the follow-up actions it automates actually happen.</td><td>At least one workflow exists AND no workflow is published.</td><td>Agents</td><td>Recommended</td></tr><tr><td><strong>Configure CRM field mappings</strong></td><td>Until fields are mapped, the data Spara captures won't sync into the right CRM fields.</td><td>A CRM is connected AND it has no field mappings.</td><td>Integrations</td><td>Recommended</td></tr><tr><td><strong>Confirm rep routing on calendar</strong></td><td>Meetings booked from a conversation have nowhere to land. Map at least one rep or booking link so prospects reach a real calendar.</td><td>Calendly or Cal.com is connected AND no rep or booking link is mapped on any calendar provider.</td><td>Integrations</td><td>Recommended</td></tr><tr><td><strong>Connect a calendar</strong></td><td>Your agents can't book meetings with prospects. Connect a provider, or add a booking link, so conversations can end in a scheduled meeting.</td><td>No calendar provider (Calendly, Cal.com, HubSpot Meetings, or ChiliPiper) is connected AND no booking-link calendar has been added.</td><td>Integrations</td><td>Recommended</td></tr><tr><td><strong>Connect a CRM</strong></td><td>The leads Spara captures aren't syncing anywhere. Connect one to keep your pipeline up to date automatically.</td><td>No CRM (Salesforce, HubSpot, or Marketo) is connected AND no webhook endpoint is configured AND at least one channel is published.</td><td>Integrations</td><td>Required</td></tr><tr><td><strong>Connect a notification integration</strong></td><td>Your team isn't getting real-time alerts when Spara captures new leads, emails, or scheduled calls. Connect one to get notified as they happen.</td><td>Slack has never been connected AND Microsoft Teams has never been connected AND Webex is not connected.</td><td>Integrations</td><td>Recommended</td></tr><tr><td><strong>Connect an email inbox</strong></td><td>The agent has nothing to send from. Connect at least one warmed inbox. One is required, two are recommended.</td><td>A published email channel exists AND the account has no active email inbox connection.</td><td>Integrations</td><td>Required</td></tr><tr><td><strong>Connect Google Analytics</strong></td><td>Spara engagement and conversion events aren't reaching your GA4 property. Connect it to see Spara activity in your analytics and attribution.</td><td>Google Analytics (GA4) is not connected.</td><td>Integrations</td><td>Recommended</td></tr><tr><td><strong>CRM disconnected</strong></td><td>The leads Spara captures are no longer syncing. Reconnect the integration to restore the flow of data.</td><td>A connected CRM can no longer refresh its credentials. When a single CRM is affected, the todo names it (e.g. "Salesforce disconnected").</td><td>Integrations</td><td>Urgent</td></tr><tr><td><strong>Email inbox disconnected</strong> <em>(per inbox)</em></td><td>Spara can no longer receive or reply to email there. Reconnect the mailbox to restore email flow.</td><td>A connected inbox has been failing to sync for over an hour. The todo names the inbox (e.g. "sales@yourco.com disconnected").</td><td>Integrations</td><td>Urgent</td></tr><tr><td><strong>Enable CRM sync</strong></td><td>No data is flowing between Spara and your CRM. Turn syncing on to keep your pipeline up to date.</td><td>A CRM is connected AND all of its sync modes are turned off.</td><td>Integrations</td><td>Required</td></tr><tr><td><strong>Microsoft Teams disconnected</strong></td><td>Lead notifications and alerts have stopped flowing to your workspace. Reconnect Teams to restore them.</td><td>Microsoft Teams was connected AND the connection is no longer authorized.</td><td>Integrations</td><td>Urgent</td></tr><tr><td><strong>Slack disconnected</strong></td><td>Lead notifications and alerts have stopped flowing to your workspace. Reconnect Slack to restore them.</td><td>Slack was connected AND the connection is no longer authorized.</td><td>Integrations</td><td>Urgent</td></tr><tr><td><strong>Add websites</strong></td><td>Your agents have no website to learn from. Add yours so Spara can scan it and answer prospect questions with accurate, up-to-date knowledge.</td><td>No homepage URL is set AND no website domains have been added.</td><td>Knowledge</td><td>Required</td></tr><tr><td><strong>Sync documents</strong></td><td>Your agents can't answer with your organization's own content. Upload files or sync a source like Google Drive, Notion, or Confluence.</td><td>No documents have been uploaded AND no document source (Google Drive, Notion, Confluence, etc.) has been synced.</td><td>Knowledge</td><td>Recommended</td></tr><tr><td><strong>Website pages not scanned</strong></td><td>Until a scan completes, your agents have nothing to learn from the site. Check the domain on the Knowledge page and re-run the scan.</td><td>Websites were added more than an hour ago AND no page has been successfully scanned.</td><td>Knowledge</td><td>Required</td></tr><tr><td><strong>Add custom query parameters</strong></td><td>Add mappings for any custom query parameters in your website URLs so Spara can ingest them. Standard UTM parameters are already mapped by default.</td><td>A chat or product demo channel has been set up AND no custom query-parameter mappings exist beyond the standard UTM defaults.</td><td>Settings</td><td>Recommended</td></tr><tr><td><strong>Add team members</strong></td><td>Invite teammates so they can manage agents, review conversations, and follow up on leads with you.</td><td>The account has a single user.</td><td>Settings</td><td>Recommended</td></tr><tr><td><strong>Customize your theme</strong></td><td>Customize the theme, colors, and avatar so the agent looks like part of your brand instead of a Spara default.</td><td>A chat channel has been set up AND no logo has been uploaded AND the theme is unchanged from the default.</td><td>Settings</td><td>Recommended</td></tr><tr><td><strong>Install chat JavaScript</strong></td><td>No visitors are reaching your agent. Add the embed snippet to your website to put your agent in front of prospects.</td><td>A published chat channel exists AND no website visitor has ever started a chat.</td><td>Settings</td><td>Required</td></tr><tr><td><strong>Set Chat whitelist/blacklist</strong></td><td>Navigator is showing on every page Spara's Javascript snippet loads. Set a whitelist or blacklist to control which pages Navigator is shown to your website visitors.</td><td>Website visitors have started chats AND no page whitelist or blacklist has been configured.</td><td>Settings</td><td>Recommended</td></tr><tr><td><strong>Set up notifications</strong></td><td>Nobody on your team is alerted when leads come in. Enable Slack, Teams, or email notifications to stay on top of new activity.</td><td>No notification is enabled AND no published workflow contains a Notify step.</td><td>Settings</td><td>Recommended</td></tr><tr><td><strong>Submit Twilio registration</strong></td><td>Carrier review takes weeks, and registration can't be started from the platform. Reach out to your Spara CSM now to avoid delaying your go-live.</td><td>A phone or SMS channel has been set up AND no A2P brand registration or toll-free verification has been submitted.</td><td>Settings</td><td>Urgent</td></tr></tbody></table>

## FAQ

### Can I create my own todos?

Not currently. Todos are generated automatically by Spara based on your account's configuration and health.

### What happens if I ignore a todo?

Urgent and Required todos stay open until the underlying issue is fixed. Recommended todos can be left open or dismissed; they won't escalate.

### Will a todo reopen after I mark it done?

No. Spara verifies the fix before accepting a completion, so a completed todo never reopens. If the same issue happens again later, Spara opens a fresh todo rather than reviving the one you closed.

### Who can see and act on todos?

Todos are shared across your team. Any teammate can view the tray, complete or dismiss todos, and assign them to others.


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