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Projects & tasks

Microsoft To Do

Let your phone agent add, update and complete Microsoft To Do tasks while you talk.

Connect Microsoft To Do and your agent can work with your task lists during a call. It can create a task from what a caller asks for, add checklist items, set due dates and reminders, and mark work as complete. Callers get a clear answer, and your list stays current without anyone typing it in afterwards. Changes appear across your devices through Microsoft To Do. Deletions are permanent, so your agent is set to create and update rather than remove unless you choose otherwise.

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What your agent can do with Microsoft To Do

  • Create tasks with a title, notes, due date and reminder from a phone call
  • Add checklist items to an existing task
  • Mark tasks as complete when a caller confirms the work is done
  • Create new task lists for a new client, project or job
  • Update due dates and details when a caller asks to reschedule

Microsoft To Do exposes 25 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound request turned into a task

  1. Caller

    Hi, this is Dana Okafor. The bathroom tap in unit 4B is still dripping. Can someone look at it this week?

  2. Agent

    Sorry to hear that, Dana. I have logged it for you as a maintenance task, due Friday, and added it to the maintenance list. Is there anything else we should note about the unit?

  3. Caller

    Just that the tenant is home after 5 pm.

  4. Agent

    Noted. I have added that to the task. Someone will be in touch before Friday.

Checking progress on an open job

  1. Caller

    Hello, it's James Whitfield from Northside Plumbing. Did you finish the boiler quote for the Clarke job?

  2. Agent

    Hi James. The quote task for the Clarke job is still open. Would you like me to mark it complete now?

  3. Caller

    Yes, please. The quote went out this morning.

  4. Agent

    Done. I have marked the boiler quote as complete and added a checklist item to follow up on payment in one week.

Outbound follow-up call

  1. Agent

    Good morning, this is your assistant calling for Harbor Bakery. Am I speaking with Priya?

  2. Caller

    Yes, that's me.

  3. Agent

    Your cake order for Saturday needs a final confirmation of the flavour. Can you confirm it now?

  4. Caller

    Lemon and raspberry, please.

  5. Agent

    Thank you. I have updated the order task with that flavour and marked the confirmation step as done.

How to connect Microsoft To Do

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Microsoft To Do

    From Integrations in the dashboard, choose Microsoft To Do and enter the connection details from your Microsoft To Do account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Microsoft To Do actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent update Microsoft To Do during the call or afterwards?

During the call. When a caller asks for a task to be created, changed or completed, your agent makes the change while the conversation is still happening, and confirms it back to the caller.

What do I need to connect Microsoft To Do?

A Microsoft To Do account with access to the task lists you want the agent to use. Sign in from your AgentCalls dashboard and enter the credentials from your Microsoft To Do settings. Once connected, you choose which actions your agent may take.

Which plan includes this integration?

Microsoft To Do is included from the Growth plan. Every plan can use the rest of the AgentCalls features, but connecting tools such as this one requires Growth or higher.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Microsoft To Do.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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