Actions
Send an email after the call
Email your team or the caller a summary, a lead or a confirmation once the call ends.
Send Email goes out once the call has ended and the summary, mood and collected data are ready. Use it to tell your team about a new lead, send yourself a summary of every call, or confirm something to the caller.
Set it up
- Add the action
Open the agent → Actions → Add Tool → Post call → Send Email.
- Write the email
Field What to enter Name e.g. Sales inquiry notification Subject e.g. New price inquiry received Message The text; Add Variables inserts call data such as {{call_summary}}Attach call recording Attaches the recording, when call recording is on - Say when to send it
General Condition — e.g. if the customer asks about pricing or quotes. Empty: after every call.
- Choose the recipients
Recipient Email(s) always receive it. Under Conditioned Recipients, add a condition and an address per row — if the user is a premium customer → the key account manager.
An example
New lead from the call on {{call_date}} at {{call_time}}:
Name: {{firstname}} {{lastname}}
Email: {{customer_email}}
Phone: {{call_from}}
Interested in: {{selected_plan}}
Summary: {{call_summary}}
Variables you can use
| Variable | What it holds |
|---|---|
{{call_from}}, {{call_to}} | The number that called and the number that was called |
{{call_date}}, {{call_time}} | When the call started, DD.MM.YYYY and HH:MM, in the agent's timezone |
{{customer_phone}}, {{customer_email}} | The caller's phone and email |
{{firstname}}, {{lastname}}, {{company}}, {{email}}, {{phone}} | The contact fields the agent collected |
{{call_summary}}, {{call_transcription}} | The summary and the full transcript |
{{call_sentiment}}, {{call_task_achieved}} | The caller's mood and whether the call reached its goal |
{{your_variable}} | Your own collected data |
Use cases
- A lead to sales — if the caller wants an offer → sales@, with name, number and summary.
- A daily habit — every call summarised to your inbox.
- Escalations — if the caller is unhappy → the manager, with the transcript.
Common problems
| Problem | What to check |
|---|---|
| No email arrives | Check the spam folder and the General Condition; the call's details list the action under Executed actions |
| A variable stays empty | The agent did not collect it — check the variable's description |