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
- Open your agent and scroll to Voice Settings.
- Enable Post-Call Follow-Up.
- Add one or more actions:
- 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
- To: caller’s phone number
- Message template:
Thanks for calling! Here's your confirmation: {details}
- URL: your endpoint
- Payload: call transcript, summary, metadata
- 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}}.
