How to Set Up Data Collection
Data Collection helps you save important details from each call in a clear, easy-to-review format. Instead of rereading the transcript to find a budget, date, address, or answer, you can see the details your team cares about in the call record.
Best use cases
Use Data Collection when you want the same kind of detail from many calls.
Budget range for a sales lead.
Preferred appointment date.
Service address or ZIP code.
Whether the caller has an existing system.
Insurance provider and policy number.
Urgency level for a service request.
If the receptionist should ask a question during the call, use Call Tasks. If you want SkipCalls to save the answer after the call, use Data Collection. Many teams use both together.
How to set it up
Open AI Receptionists and choose the receptionist you want to edit.
Go to the Data tab.
Click Add Field.
Add a short field name, like customer_budget or preferred_date.
Choose the answer type: text, number, whole number, yes/no, or date.
Write plain instructions for what to look for.
Save the field. Changes apply to future calls.
How it works
After a call ends, SkipCalls reviews the conversation and fills in the fields you created.
If the caller shared the detail, you will see the answer. If the caller did not mention it, the field stays empty. That is better than guessing.
Collected details appear on the call details page and can be used in your follow-up process.
Examples
Customer budget
Answer type: Number
Instructions: Find the caller's budget amount or budget range. Use the highest amount mentioned. Leave empty if no budget was discussed.
Preferred appointment date
Answer type: Date
Instructions: Find the date the caller wants for an appointment, installation, or visit. Leave empty if they only say "soon" or are unsure.
Has existing system
Answer type: Yes/No
Instructions: Note whether the caller already has the system, equipment, membership, or service being discussed.
Service address
Answer type: Text
Instructions: Save the address where service is needed. Include street, city, and ZIP code when available.
Tips
Use one field for one detail.
Only collect details your team will actually use.
Choose field names your team will recognize later.
Be clear about what should happen when the caller is unsure.
Use yes/no fields for simple qualification questions.
Use date fields only when you need a real calendar date.
Test with a real call and adjust the instructions if the saved answer is too broad or too narrow.