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Missions: a specific scenario for the agent

Frame one part of the conversation, like taking a message.

Role : ManagerDuration : 5 minOn : Web, Mac

Before you start

Step by step

6 steps, about 5 min
  1. 1

    Open the missions

    20 s

    Open your agent, Actions tab, then Missions. Four missions are already written, turned off: Take a message, After hours, Book an appointment and Appointment confirmation.

    Administration/AI voice agents/your agent/Actions/Missions

    Open this screen in Callizy
  2. 2

    Read one

    1 min

    Click a mission’s pencil. Instructions: what the agent does in this part of the call. Adapt them to your business, then Save.

  3. 3

    Turn it on

    10 s

    The switch on the line turns the mission on. The two appointment missions need a calendar linked to the agent: without one, the switch stays locked.

  4. 4

    Or create your own

    2 min

    Click Add a mission. A Mission name, then the Instructions: write them as if briefing a new employee. Opening message (optional): left empty, the agent keeps its usual greeting. Click Create mission.

  5. 5

    Assign it in a flow

    1 min

    In your call flow, click an AI agent block. Choose the Mission (optional). Details for this branch (optional): one sentence for this branch, for example “Marc Tremblay is away all week, back on Monday.”.

  6. 6

    Test

    1 min

    On the agent’s card, click Test. Under Test a mission (optional), choose the mission, then Call me.

Key points

  • A mission frames one part of the call. It adds to the agent’s base behavior, without replacing it.
  • The agent’s answer setting uses them. Outside opening hours: After hours when you are closed, Take a message when nobody answers. When nobody answers: Take a message. Choosing that setting turns the mission on.
  • A mission is kept as soon as you save it: no need for Update.
  • Only missions that are on can be chosen in a flow or a test.

Not working?

Callizy shows “Link a calendar (Google or Microsoft) to this agent to enable this mission.”
  1. Actions tab, Appointment booking: link your calendar, then click Update. Square and Wix count too.
Callizy shows “Save the agent first to create missions.”
  1. Create the agent with Create agent, then come back to Missions.
Callizy shows “Couldn't save the mission.”
  1. Try again in a moment.
The mission does not show up in the flow or the test
  1. Turn it on: only active missions are offered.
  2. In the flow, choose the agent first: the list shows that agent’s missions.

Frequently asked questions

How is it different from the agent’s instructions?
The instructions apply to every call. A mission applies to one branch of the flow: someone away, closing time, an appointment.
One mission for several branches?
Yes. Details for this branch tells them apart: one sentence per branch.
I deleted a starter mission. Does it come back?
Yes, turned off. To stop using it, just leave it off.

Updated October 29, 2026

PreviousLaunch an AI call campaignNext Connect the agent to your software

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