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Post-Call Follow-Up

The Post-Call Follow-Up tool triggers automated actions after a call ends. Send the caller a summary email, a confirmation SMS, update your CRM, or notify your team — all without manual work.

Actions You Can Trigger

Configuration

Via the Dashboard

  1. Open your agent and scroll to Voice Settings.
  2. Enable Post-Call Follow-Up.
  3. Add one or more actions:
Email action:
  • To: caller’s email (collected during call) or a fixed address
  • Subject template: Your call with {agent_name} — Summary
  • Body template: Include call summary, next steps, and links
SMS action:
  • To: caller’s phone number
  • Message template: Thanks for calling! Here's your confirmation: {details}
Webhook action:
  • URL: your endpoint
  • Payload: call transcript, summary, metadata
  1. Click Save.

Via the API

Webhook Payload

When a call ends, your webhook receives:

Template Variables

Use these variables in your email and SMS templates: Variables are wrapped in double curly braces in your templates, e.g. agent_name becomes {{agent_name}}.