Post Call SMS & Email
Published:
Overview
This guide explains how to configure an AI Voice Agent to automatically send SMS messages and emails at the end of a call. Notifications can be sent to the business, the caller, or up to three email recipients.
Steps to Configure Post Call Notifications
- Navigate to Call Flows and locate the agent you want to edit.
- Ensure you are in the Advanced View.
- Go to Data and click Post Call Actions.
- Toggle on the notification types you want to enable:
- SMS to Business – sends a summary SMS to the business owner or nominated number
- SMS to Caller – sends a summary SMS to the person who was on the call
- Email Notification – sends a summary email to up to three email addresses
- Enter the relevant contact details for each enabled notification.
- Once all changes are made, click Save to Draft or Publish to Production.
Key Notes
| Item | Details |
|---|---|
| Email Recipients | Up to three email addresses can receive post call notifications |
| SMS to Caller | Sends a summary directly to the caller’s mobile number after the call ends |
| Use Case | Allows teams to monitor call activity without needing to log into the portal or a CRM |
| Advanced View | Must be enabled to access Post Call Actions |
