Extract the key details from every call

Define the data to extract

After each call, the AI reads back the conversation and fills in the fields you have defined ("Post-call evaluation"). Two fields exist by default: "status" (goal met, yes/no) and "summary".

1. 1Open the agent, post-call data section.
2. 2Add a field: a lower-case name with no spaces (for example appointment_booked), a type (text, number, yes/no) and a precise description.
3. 3Examples: budget (number), decision_maker (yes/no), call_reason (text), urgency (number from 1 to 10).

Send the results to your tools

Each payload includes the number, duration, status, extracted data, original variables and transcript.

1. 1"Webhooks & channels" section: switch sending on and paste the receiving address (webhook).
2. 2Choose whether to send only completed calls or all calls, with or without the recording link.
3. 3Save, then click "Make test request" to check it arrives.

Using this data

• Automatically retry in a campaign until the goal is met.
• Update your CRM or a Google Sheet, or alert your team, using automations.