After-call Settings

Configure what happens after calls end - extract specific information from conversations and send it to external systems for further processing.

Overview

Post-call actions automatically:

Extract structured data from conversations using AI
Send extracted variables to webhooks for automation
Trigger workflows in connected platforms
Update CRM records and databases
Enable complex automation scenarios

Post-call Variables

Where to find it: Variables → Out of the call.

Define the variables that the AI will extract from the call and send to a webhook.

Variable Configuration

Configure which information the AI should extract from each conversation:

Variable Definition

Create variables that the AI will identify and extract from conversations.How extraction works: The AI analyzes the complete call transcript and considers your system prompt context to extract the requested variables. It understands what was discussed during the call and extracts relevant information based on your variable descriptions.Configuration:

Name: Variable identifier (3-16 characters, lowercase, alphanumeric)
Type: Data type for the extracted value
Description: Clear explanation so AI understands what to extract from the conversation

Variable Types:

String: Text values (names, addresses, comments)
Number: Numeric values (quantities, prices, scores)
True/False: Boolean values (yes/no answers, objectives achieved)
Tags: One or more values from a list you define (for example hot, warm, cold)
Object: A set of named fields (string, number, or true/false) extracted as one record
List: Several of those objects (for example every appointment mentioned)
JSON: Free-form structured data when the shape is not known in advance

Default Variables

Every assistant includes these essential variables by default:Status (True/False): Whether the call objective was achieved or notSummary (String): Call summary in a few wordsYou can add custom variables based on your specific use case.

Variable Examples

Common variables for different scenarios:Sales qualification:

budget (Number): Customer’s budget range
decision_maker (True/False): Is caller the decision maker
timeline (String): When they need the solution
pain_points (String): Main challenges mentioned

Appointment booking:

appointment_date (String): Preferred appointment date
service_type (String): Type of service requested
contact_method (String): Preferred contact method

Support calls:

issue_type (String): Category of the problem
urgency_level (Number): Priority score (1-10)
resolution_status (True/False): Was issue resolved

Extraction Process

How AI Extracts Variables

The AI uses sophisticated analysis to extract variables from your calls:Data sources:

Complete call transcript: Everything said by both the AI and the customer
System prompt context: Your assistant’s objectives and instructions help guide extraction
Variable descriptions: Clear descriptions you provide for each variable

Analysis method:

AI reviews the entire conversation transcript
Considers the system prompt and call objectives
Identifies relevant information based on variable descriptions
Extracts and formats data according to specified types
Validates extracted values before sending to webhook

Best Practices

Variable naming: Use lowercase, alphanumeric characters only. No spaces or special characters except underscores.

Clear descriptions: Write descriptions that clearly explain what the AI should look for in the conversation transcript. The more specific and context-aware, the better the extraction accuracy.

System prompt synergy: Your variable descriptions work best when they align with your system prompt objectives. If your assistant is designed for lead qualification, your variables should reflect that purpose.

Webhook Configuration

Where to find it: Webhooks & channels.

Make a request to a URL that sends the extracted variables to external systems.

Webhook Settings

Webhook Status

Enabled/Disabled: Control whether webhooks are sent after callsDefault: Disabled - Enable only when you have a webhook endpoint ready to receive data

Webhook URL

URL endpoint: Where to send the extracted dataFormat: Must be a valid URLExample: https://automate.autocalls.ai/api/v1/webhooks/your-webhook-idTest functionality: Built-in test feature sends sample data to verify connectivity

Delivery Options

Send webhook only on completed:

Yes (Default): Only send data for completed calls
No: Send data for all calls regardless of completion status

Include recording in webhook:

Yes (Default): Include recording URL in the webhook payload
No: Send only extracted variables without recording link

Webhook Payload

The webhook will receive a comprehensive JSON payload containing call details, extracted variables, and transcript. For complete API documentation, see Post-Call Webhook API. Key payload fields:

Call Information

id: Unique call identifier
type: Channel and direction of the call — inbound, outbound, web, whatsapp_inbound, or whatsapp_outbound
assistant_id: UUID of the assistant that handled the call
assistant_name: Name of the assistant, as shown in the dashboard
customer_phone: Customer’s phone number (E.164 format)
assistant_phone: Assistant’s phone number
duration: Call duration in seconds
status: Call status (initiated, ringing, busy, in-progress, ended, completed, ended_by_customer, ended_by_assistant, unanswered, failed)
ended_by: Who hung up: customer (the caller), assistant (hang-up tool or voicemail), or system (max duration, silence, or a provider error). null on older calls
created_at/finished_at: ISO 8601 timestamps

Extracted Variables

extracted_variables: AI-extracted data based on your post-call schema configuration (see Post-call Variables section above)
input_variables: Variables passed before the call (see Call Variables)
Includes default variables (status, summary) plus your custom variables

Conversation Data

transcript: Detailed conversation transcript with timestamps
formatted_transcript: Human-readable conversation format
recording_url: Call recording URL (if enabled)

Campaign & Lead Data

lead: Lead information (for campaign calls)
campaign: Campaign details and settings
Only included for calls that are part of campaigns

Example webhook payload:

{
  "id": 12345,
  "type": "outbound",
  "assistant_id": "9c1f8e2a-4d3b-4a17-9f6e-2b5c8d0a7e31",
  "assistant_name": "Sales Agent",
  "customer_phone": "+1234567890",
  "assistant_phone": "+1987654321",
  "duration": 125,
  "status": "completed",
  "ended_by": "customer",
  "extracted_variables": {
    "status": true,
    "summary": "Customer interested in product demo",
    "lead_quality": "high",
    "budget": 5000
  },
  "input_variables": {
    "customer_name": "John Doe",
    "product_interest": "Pro Plan"
  },
  "transcript": [
    {
      "text": "Hello! This is Sarah from Autocalls.",
      "type": "transcript",
      "sender": "bot",
      "timestamp": 1756812511.315143
    },
    {
      "text": "Hi, I'm doing well, thanks.",
      "type": "transcript", 
      "sender": "human",
      "timestamp": 1756812514.104436
    }
  ],
  "formatted_transcript": "AI: Hello! This is Sarah from Autocalls.\\nCustomer: Hi, I'm doing well, thanks.",
  "recording_url": "https://app.autocalls.ai/storage/recordings/call-12345.mp4",
  "created_at": "2025-01-15T10:30:00.000000Z",
  "finished_at": "2025-01-15T10:32:05.000000Z"
}

Testing Webhooks

Test before going live: Use the “Make test request” button to send sample data to your webhook endpoint and verify it’s working correctly.

Test process:

Configure your variables and webhook URL
Click Save assistant
Click “Make test request”
Check your webhook endpoint receives the test data
Verify the payload structure matches your expectations

Integration Examples

Our Automation Platform

Primary integration: Use our built-in no-code automation platform for seamless workflows:

Direct webhook processing: No external setup required
250+ app integrations: Connect to CRM, email, calendars, and more
Visual workflow builder: Create complex automation without code
Real-time data sync: Instant processing of extracted variables
Pre-built templates: Ready-to-use workflows for common scenarios

Common automation workflows:

CRM updates: Automatically update contact records in HubSpot, Salesforce, Pipedrive
Email follow-ups: Send personalized emails based on call outcomes
Lead scoring: Update lead scores based on extracted variables
Calendar booking: Schedule follow-up meetings automatically
Team notifications: Alert team members about important calls

External Platforms

Any platform with webhook support:

Receive webhook data from our platform
Process extracted variables in your own systems
Create custom automation workflows
Integrate with any API or service that accepts webhooks

Use cases:

Connect to any CRM, email platform, or business tool
Send data to custom applications
Trigger workflows in third-party automation platforms
Store data in external databases or systems

Custom Development

API endpoints: Build custom receivers for webhook data Database integration: Store call data in your own systems Business logic: Trigger complex workflows based on extracted variables

Testing Your Assistant

Open Test assistant on your assistant to try it out: call your own phone, talk to it in the browser, or use the free text chat. See Testing your assistant for what each one proves. The widget has its own page: Web Widget.

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Automation & Integrations

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Settings

Troubleshooting & FAQs

After-call Settings

Overview

Post-call Variables

Variable Configuration

Extraction Process

Best Practices

Webhook Configuration

Webhook Settings

Webhook Payload

Testing Webhooks

Integration Examples

Our Automation Platform

External Platforms

Custom Development

Testing Your Assistant

Web Widget Integration

​Overview

​Post-call Variables

​Variable Configuration

​Extraction Process

​Best Practices

​Webhook Configuration

​Webhook Settings

​Webhook Payload

​Testing Webhooks

​Integration Examples

​Our Automation Platform

​External Platforms

​Custom Development

​Testing Your Assistant

​Web Widget Integration

Overview

Post-call Variables

Variable Configuration

Extraction Process

Best Practices

Webhook Configuration

Webhook Settings

Webhook Payload

Testing Webhooks

Integration Examples

Our Automation Platform

External Platforms

Custom Development

Testing Your Assistant

Web Widget Integration