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  1. Home
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  3. Data Collection & Tasks
Data Collection & Tasks

Structured Data From Every Call, Automatically

Stop losing information between the phone and your systems. SkipCalls AI collects structured data during every call — intake forms, lead qualification, service requests — and turns conversations into actionable tasks with zero manual entry.

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100%
Structured data
Custom
Intake forms
Auto
Task creation
Zero
Manual entry

How Data Collection Works

From custom fields to actionable tasks in four steps.

1

Define your data fields

Set up custom intake forms with the exact fields your business needs — name, service type, urgency, budget, or any custom question.

2

AI collects during the call

The AI receptionist naturally asks for each piece of information during the conversation, without sounding like a survey.

3

Data is structured instantly

Every response is parsed, validated, and organized into structured fields. No manual transcription or data entry required.

4

Tasks are created automatically

Based on the collected data, actionable tasks are generated and routed to the right person or system for follow-up.

Turn Conversations Into Structured Data

Every call becomes a source of organized, actionable information.

Custom Intake Forms

Design forms tailored to your business. Collect exactly what you need — service requests, insurance info, property details, or patient intake data.

Lead Qualification

AI scores and qualifies leads in real time based on your criteria. Know which callers are high-priority before you call back.

Automatic Task Creation

Every call generates actionable tasks with structured data attached. No more sticky notes or forgotten follow-ups.

Actionable Analytics

See trends across all collected data. Understand what callers need most, identify patterns, and optimize your operations.

Frequently Asked Questions

What kind of data can the AI collect during calls?

Virtually anything you can ask in a conversation. Common examples include caller name, contact info, service type, property address, insurance details, appointment preferences, budget range, urgency level, and custom questions specific to your industry. You define the fields and the AI handles the rest.

Does it feel like a robotic survey to callers?

No. The AI weaves data collection into natural conversation flow. Instead of rapid-fire questions, it asks for information contextually as the conversation progresses. Callers typically don't notice they're filling out an intake form — it just feels like a helpful conversation.

How are tasks created from call data?

After each call, SkipCalls automatically generates tasks based on the information collected. For example, a plumbing call might create a task tagged "Emergency" with the caller's address, issue description, and preferred time slot. Tasks appear in your dashboard and can be synced to your existing tools via webhooks or integrations.

Can I customize the intake form per agent or phone number?

Yes. Each AI agent can have its own set of data collection fields. If you run multiple lines of business or departments, each one gets a tailored intake form. Fields can be required or optional, and you control the order and phrasing.

What happens if the caller doesn't provide all the information?

The AI will attempt to collect all required fields naturally during the conversation, but it won't aggressively push for answers. If a caller skips a question, the field is marked as incomplete in the results. You can see exactly what was and wasn't collected for every call.

Can I export the collected data?

Yes. All collected data is available via your dashboard, webhooks, and API. You can export to CSV, sync with your CRM, or pipe structured results directly into your business workflows using native integrations or Zapier.

Related Features

Call Transcription

Full transcripts alongside your structured data

CRM Integration

Sync collected data directly to your CRM

Appointment Scheduling

Book appointments from collected intake data

Stop Losing Data Between Calls and Systems

Start collecting structured information from every call automatically. Custom forms, lead scoring, and task creation — all hands-free.

Download on the App StoreGet it on Google PlaySTART ONWeb App
SkipCalls

AI-powered phone assistant that answers calls 24/7.

Rated 4.8 stars based on 312 reviews

+1 (888) 884-9511[email protected]

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