How do I get a call summary, recording link or transcript emailed to me after a call?
Votel automatically creates a transcript and a summary of each call. To email them:
- Build a workflow with Call Ended as the trigger.
- Add a Send Email step.
- In the email, open the variable picker (the plus button, or type a slash and start typing) and search for summary to add the call summary. You can also add the call recording URL and the full transcript.
By default the Call Ended trigger covers calls ended within that agent. You can expand it to all phone numbers, all agents or specific numbers.
For a custom summary or feedback, add an LLM node or Sub Agent step after the trigger and give it instructions, for example: outline what the agent could have done better, or give a bulleted list of the customer's contact information. Type a slash and choose the transcript to give the AI the transcript, set an output, and use that output in your email.