Post-Call Actions

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Overview

• When it runs: After the conversation ends.
• Typical tasks:
  • Generate and store a call summary and disposition
  • Persist transcript to CRM or data warehouse
  • Trigger downstream workflows (e.g. ticket creation)

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Create a Post-Call Action

1. Open Studio → Build → AI Agents → Actions tab → Post-Call.
2. Click “Create New Action” and provide:
   • Name and Description
3. Configure the API request (same capabilities as Pre-Call):
   • Method, URL, Params, Headers, Body, Auth Profile
   • Test with Send and preview Response (Data/Meta)
4. Map response fields to variables if you need to store references for analytics.
5. Save.

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Best Practices

• Keep post-call operations idempotent; the same call may be retried.
• If you need both summary and transcript, design your backend to accept a single payload to minimize network calls.
• Store external IDs (e.g. ticket number) for cross-system traceability.