Turn the conversations that need real work into Asana tasks, with the context attached.
Get more done with Tidio and Mosaic integration
Answer project, capacity and budget questions in Tidio with Mosaic data in view.
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Integration availability depends on your Tidio plan.
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Category
Project Management
Integration availability depends on your Tidio plan.
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Use cases
What you can do with Tidio and Mosaic
Answer project status questions
Mosaic project detail and budget position reach the desk, so the answer does not need a finance report.
Check capacity before committing
Allocation data says whether there is room for the work being discussed.
Explain a budget position
Budget against actuals turns a vague worry into a number.
Handle milestone questions
Phase and milestone dates answer when a client can expect the next stage.
Overview
Mosaic plans the people and the money: who is allocated where, what a project is forecast to cost, how actuals compare. The questions that follow land on whoever answers internal messages. Reading Mosaic into Tidio means they can see the allocation and the budget position instead of forwarding the message to finance or delivery. Forecasts, scenarios and approvals stay in Mosaic, which is where the planning is done.
Key features
- Allocation in the chat See who Mosaic has booked on what, and until when.
- Budget against actuals Answer where a project stands without pulling a report.
- Capacity questions answered Say whether there is room before promising work.
- Mosaic keeps the plan Forecasts and scenarios stay where they are modeled.
Mosaic
Project Management
Tags
Project Management
Team Collaboration
How it works
Connect Mosaic in minutes
1
Connect Mosaic and Tidio
Zapier, Integrately or Make links the two, or a service reads Mosaic and posts to the Tidio API.
2
Choose what the desk sees
Project, allocation, milestone and budget position. Rates and margins can stay out.
3
Keep planning in Mosaic
Allocations and forecasts are changed there, with the approvals that belong to them.
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Frequently asked questions
Common questions about the Mosaic integration
Should margins be visible in a chat?
Usually not. Allocation, dates and budget position answer the questions people ask. Margin and rate data turns an internal desk into a place where commercial numbers leak into conversations they do not belong in. Decide the field list first, and keep the rest in Mosaic.
Can allocations be changed from a conversation?
Raise them in chat, change them in Mosaic. A reallocation affects other projects and other people's weeks, and it should carry the approval Mosaic gives it. The conversation is a good place to gather the request and the reason for it.
Is the Mosaic integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Mosaic integration.