Post-Call Analysis

Set up how your agent looks at each call after it ends. Post-call analysis gives you organized data from every conversation. 📊

🏷️ Post-Call Statuses

Post-call statuses label the result of each call. The agent picks the best status based on how the conversation went.

📋 Default Statuses

Status	Description
Completed	The call went well and got the result you wanted ✅
No Answer	The client didn't pick up 📵
Voicemail Left	The agent left a voicemail message 📭
Invalid or Disconnected Number	The phone number doesn't work ❌
Wrong Party Reached	The agent reached someone else, not the right client
Information Collected	Got the info that was needed 📝
Documents Requested	Asked the client to send documents 📄
Escalated to Staff	The call was sent to a real team member 🙋
Follow-Up Required	The client needs another call later 🔄
Not Qualified	The client doesn't meet the requirements

✏️ Custom Statuses

You can add, change, or remove statuses to fit your needs:

Open the Post Call Statuses panel in the agent editor
Click Add to make a new status
Type the status name
Drag to reorder them

TIP

Post-call statuses can kick off actions in campaign workflows! For example, you can move a contact to a different list, update the CRM, or send a follow-up message based on how the call went. 🔗

📦 Post-Call Variables

Post-call variables are pieces of info that the AI pulls out of each conversation. You can use this data in automations and reports.

📋 Default Variables

Variable	Type	Description
Call Summary	String	A short recap of what happened on the call 📝
Call Successful	Boolean	Did the call reach its goal? (yes or no)
Voice Call Opt-Out	Boolean	The client asked to stop getting calls 🚫
Wrong Number Detected	Boolean	The call went to the wrong person
Disqualified	Boolean	The client opted out or doesn't qualify
Form Disqualified by Task	Boolean	A specific form answer caused disqualification
Converted	Boolean	The client did what you wanted (e.g., agreed to transfer, finished intake) 🎉

➕ Custom Variables

Add your own variables to pull out specific info from calls:

Open the Post Call Variables panel in the agent editor
Click Add to open the field editor
Set it up:

Setting	Description
Name	A unique name for this variable
Description	Tell the AI what to look for
Type	The kind of data: String, Boolean, or Enum

📐 Variable Types

Type	Description	Extra Settings
String	Any text pulled from the conversation	You can add examples to help the AI
Boolean	A yes-or-no answer	—
Enum	One choice from a list you set up	You must add the list of choices

💡 Examples

String variable:

Name: injury_type
Description: "The type of injury the client talked about"
Examples: "back injury", "car accident", "slip and fall"

Boolean variable:

Name: has_attorney
Description: "Does the client already have a lawyer?"

Enum variable:

Name: urgency_level
Description: "How urgent is the client's situation?"
Choices: "Low", "Medium", "High", "Emergency"