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How to enable and use post-call actions in AloAi Voice Agent

How to enable and use post-call actions in AloAi Voice Agent

Laarni D avatar
Written by Laarni D
Updated this week

When a call ends, AloAI Voice Agent’s post-call actions automatically summarize the interaction and send email notifications with key details. For accounts handling large-scale operations, this ensures important outcomes are captured and shared efficiently, even when managing hundreds of calls daily.


How to enable post-call actions in AloAi Voice Agent

  1. Configure AloAi Voice Analytics

    1. Access account settings - log in to your Aloware admin account > account settings page.

    2. Locate AloAi Voice Analytics configuration - find the section labeled AloAi Voice Analytics and make sure the feature is enabled for your account.

    3. Disable on-demand transcription - disable the on-demand option to allow automatic transcription and notification to be generated after each call. Read this guide to learn more about the on-demand transcription.

  2. Enable post-call actions in AloAi Agents menu

    1. Navigate to AloAi Agents settings - select the AloAi Agents menu from the main dashboard.

    2. Choose the agent to configure - click on the AloAi Voice Agent for which you want to enable post-call actons.

    3. Toggle post-call actions ON - in the agent's settings, find the post-call actions section and switch it on ON.

    4. Select notification recipients - customize who receives the email notifications by choosing one or more of the following options:

      • All registered users within your organization.

      • The contact's assigned owner from your CRM.

      • Selected internal team members.

      • External email addresses for partners or stakeholders.

  3. Initiate and complete a call

    After enabling the feature, test it with a live or simulated call:

    1. Start a call - use your AloAi voice agent to initiate an inbound or outbound call.

    2. Complete the interaction - during the call, handle any necessary tasks, such as scheduling an appointment, providing solutions, or collecting information.

    3. End the call - once the interaction is complete, end the call and let AloAi Voice Analytics process the data.

  4. Wait for the post-call email notifications

    After the call is processed, AloAi will automatically send detailed notification emails to the selected recipients.

    These emails are actionable - clicking the links within them will redirect you to relevant details such as the contact's profile or the associated agent.

    Each emails include:

    1. Contact information - contact name, phone number, and assigned owner.

    2. Call details - direction (inbound/outbound), duration, and agent name.

    3. Call summary - transcription link, key changes made during the call, and the agent action items.

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