AI-Powered Tasks intelligently create follow-up tasks based on specific call and voicemail scenarios, helping your office ensure that no patient falls through the cracks.
What Triggers an AI-Powered Task?
Tasks are automatically generated when the system detects the following communication patterns:
Abandoned Missed Calls
Tasks are created for missed calls that were never returned, ensuring every patient receives a timely follow-up.Incomplete Conversations
If a call has fewer than three message exchanges, a follow-up task is generated to ensure the conversation is completed.
Short/Interrupted Calls
Calls lasting less than 10 seconds, often indicating drops or connection failures, will trigger a follow-up task automatically.
Abandoned Voicemails
If a voicemail is received and no follow-up is made, the system will create a task to reconnect with the caller.
Unreturned Outgoing Voicemails
When your team leaves an outbound voicemail and the patient doesn't call back, a follow-up task is generated.
How It Works
Task Creation:
Tasks are auto-generated and unassigned. Team members can claim them or assign them to the appropriate user.
Task Closure:
Tasks automatically close when successful contact is made, either by phone or through a text exchange with the patient.
Only Users who have access to Phones & Tasks will have access to AI- Powered Tasks.
Task Management from the Dashboard
From the Dashboard, you can:
View all of your assigned, overdue, and completed tasks for the day.
Access all unassigned tasks from the last 4 days, and assign them to yourself or others.
Need to view tasks older than four days?
Head to the Tasks tab for full access to your team's task history.
Settings & Customization
1. Choose Which Events Generate Auto-Tasks
Navigate to:
Settings > AI-Powered Tasks > Call Follow-Up Automation
Toggle ON the events you want to activate for auto-task creation.
Toggle OFF the ones you don’t need.
2. Exclude Specific Users from Receiving Auto-Tasks
Navigate to:
Settings > AI-Powered Tasks > Excluded Users
Add users who should not receive auto-generated tasks, ideal for team members who don’t handle follow-ups or callbacks.
Getting Started with AI-Powered Tasks
To set up the feature properly:
Go to Settings > AI-Powered Tasks
Review the Call Follow-Up Automation section and enable the triggers that suit your workflow.
Use the Excluded Users section to filter out users who should not receive auto-tasks.
Educate your team on how to view, assign, and complete tasks directly from the Dashboard and Tasks tab.