Receptionist Call Tasks: Tell Your AI What to Accomplish on Calls
Call Tasks tell your receptionist what to try to complete during a call. Think of them as a short checklist for the conversation.
This is different from the main Tasks page in SkipCalls. The main Tasks page is for follow-up work after a call, such as calling someone back or sending a quote. Call Tasks inside a receptionist are for what the receptionist should ask or confirm while the caller is still on the phone.
Best use cases
Use Call Tasks when you want your receptionist to ask for, confirm, or complete something specific.
Collect the caller's name, phone number, or email.
Ask what service the caller needs.
Qualify a new lead before your team calls back.
Gather project details, insurance information, or appointment preferences.
Book an appointment when your calendar is connected.
Use your Knowledge Base for facts your receptionist should know, like hours, pricing, policies, and FAQs. Use Call Tasks for actions your receptionist should try to complete.
How to set it up
Open AI Receptionists and choose the receptionist you want to edit.
Go to the Tasks tab.
Turn on the tasks you want this receptionist to handle.
Drag active tasks into the order you want. Put the most important tasks first.
If you do not see the task you need, click Add Task.
Add a clear task name, short instructions, and a simple Done when outcome.
Save your changes. They apply to future calls.
How it works
Your receptionist uses active tasks as goals during the call. It tries to complete them naturally while still keeping the conversation easy for the caller.
Higher tasks get more attention. If you put "Collect contact details" above "Ask about budget," the receptionist will prioritize contact details first.
A good task has one clear goal. "Collect insurance details" works better than "Handle the whole intake process."
Examples
Collect insurance details
Instructions: Ask for the insurance provider, policy number, and coverage type.
Done when: The caller shares the insurance details or says they do not have them.
Qualify project budget
Instructions: Ask for the caller's approximate budget range before scheduling a consultation.
Done when: The caller gives a budget range or says they are unsure.
Schedule appointment
Instructions: Offer available times and confirm the appointment details.
Done when: The caller agrees to a date and time.
Ask reason for calling
Instructions: Ask what the caller needs help with and summarize it clearly.
Done when: The caller's main request is clear.
Tips
Keep each task focused on one outcome.
Put must-have tasks at the top.
Do not overload one receptionist with too many tasks.
Write Done when as a simple success check.
Use Call Tasks for questions and confirmations, not general business facts.
Review real calls and adjust tasks if callers are being asked too much or not enough.