Chetto Assistant 2.0: Smarter Task Planning and Client-Aware Groups

Managing deadlines, meetings, and client follow-ups shouldn’t feel like a juggling act. With the latest update to Chetto Assistant, we’re making it easier than ever to stay on top of your commitments—without overwhelming your dashboard or workflow.

Planned Events and Task Management, Simplified

We know you’ve got a packed schedule filled with events and tasks. The challenge? Keeping them organized without losing track as deadlines approach. That’s where our new Planned Events and Tasks feature comes in.

With just one message in your group chat, you can create a planned event or task entry instantly. But here’s the game-changer: you don’t need to worry about cluttering your dashboard with hundreds of future tasks. These entries stay hidden until they’re relevant—only appearing when their deadline is near. 

Edit, View, or Delete with a Single Step

What if plans change? That’s where your Chetto Chat Assistant steps in. Simply ask it to:

• Show all your planned tasks

• Create a new task

• Delete or update existing tasks

It’s like offloading your year’s worth of planning to a digital assistant. All you have to do is focus on your work—Chetto Assistant will remind you right when it’s time to act.

Client Context: Your Private Memory Inside Chetto

Let’s say you just signed a new client. You want to keep track of:

You can simply ask the Chat Assistant to store information like:-

• Their main contact person’s name and email

• Who referred them to you

• Notes like “prefers calls in the morning” or “send invoices to finance@xyz.com”

Normally, this kind of information gets scattered—half in your notes app, some in spreadsheets, and some buried in email threads.

With Client Context in Chetto, you can store all of this privately in one place. It never clutters your group chat. Instead, it lives as structured information you and your team can access anytime through the Chat Assistant.

So if you’re about to join a call, you can simply ask:

• “Show me Client X’s details.”

• “Who referred this client?”

• “What notes do we have about them?”

In seconds, your assistant retrieves everything you saved—without broadcasting it to the group.

Why This Matters

This means you can:

• Save points of contact, emails, referral sources, and preferences in a structured way

• Keep it internal and private, separate from group conversations

• Retrieve it instantly by asking your Chat Assistant—no more hunting through spreadsheets or old messages