Jobs to be done
Jobs to be done show whether an AI Receptionist is doing the work you expect of it, without reading every transcript. Each job is scored against real conversations from the last 30 days.
Jobs are available on the AI Chat Receptionist and the AI Voice Receptionist. Custom AI Employees don't have jobs.
Built-in jobs
Every AI Receptionist is scored against three built-in jobs, each with a fixed target:
| Job | What it checks |
|---|---|
Inquiry Answered | The receptionist answered the customer's question. |
Lead Captured | The receptionist captured the customer's contact details. |
Information Issue Resolved | The receptionist handled a customer who reported wrong business information. |
Read a job's status
Each job shows one of these statuses:
| Status | Meaning |
|---|---|
On target | The job's pass rate meets its target. |
Below target | The job's pass rate is under its target. |
No results were found | No conversation in the last 30 days matched the job. |
Open the conversation or contact behind a job's result to see what happened.
Jobs only measure performance. Adding or editing a job doesn't change how the AI Employee replies, because its behavior comes from its role, capabilities, and knowledge sources. When a job is Below target, review its conversations and adjust the role, capabilities, or knowledge sources.
Add a custom job
Add a job to measure work specific to the business, such as answering questions about deals and promotions.
- Go to
AI→Workforceand clickConfigureon the AI Chat Receptionist or AI Voice Receptionist. - In the
Jobs to be donesection, clickAdd job. - Fill in the job, in plain language:
Name: what the job is called in the list.When a conversation is considered: which conversations count toward this job. Only conversations that match are scored against it.How a conversation is evaluated: what has to happen for the conversation to pass.Target: the pass rate the job has to reach to showOn target.
- Save the job.
Your job appears in the same list as the built-in jobs, with a Custom badge.
Frequently asked questions
Why does a job show No results were found?
No conversation in the last 30 days matched the job. For a custom job, check that When a conversation is considered describes conversations the receptionist actually has.
Will adding a job change what my receptionist says?
No. Jobs only measure performance. To change how the receptionist replies, edit its role, capabilities, or knowledge sources.
Can I add jobs to a custom AI Employee?
No. Jobs to be done are available on the AI Chat Receptionist and the AI Voice Receptionist.