Post-call actions

AUTOMATIC CLASSIFICATION (NEXT ACTION)

At the end of each call, our AI analyses the conversation and automatically assigns a follow-up action (next_action). This classification makes it easier to prioritise and organise call handling:

• Case closed (case_closed): the client's request was fully handled during the call. No further action required.
• High priority (high_priority): the request requires urgent attention from your team.
• Commercial offer (commercial_offer): a commercial opportunity has been identified.
• Client will send information (customer_will_send_info): the client needs to provide additional details.
• Propose a contract (propose_new_contract): a new contract is to be proposed to the client.
• Requires expertise (requires_expertise): the request is beyond the bot's scope and requires an expert.

SHOULD I CALL THIS VISITOR BACK?

The follow-up action tells you at a glance whether you need to act:

• Case closed: no, the bot handled everything during the call.
• High priority or Requires expertise: yes, contact the person promptly.
• Client will send information: wait for their details, then handle the request.
• Commercial offer or Propose a contract: an opportunity to follow up on the sales side.

DATABASE ARCHIVING

Call information is automatically saved to your database at the end of each conversation. Each tenant's data is isolated and secured.

The data recorded includes: the caller's number, date and time, duration, language, short summary, classification (next_action), and any claim schema fields filled in during the call.

SUMMARY AND ARCHIVING

In addition to classification and notifications, each call is archived with its full transcript, its summaries (short and long), and all its metadata. This data is accessible from the History section of your dashboard.

This entire post-call process runs automatically within a few seconds after the end of the conversation, with no intervention required on your part.