Extract Call Info

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How It Works

1. The agent interacts with the caller during the conversation.
2. The Extract Info action identifies and extracts predefined data points.
3. Extracted data is stored in the Call History for future reference.
4. Data can be forwarded to external tools (like CRMs, Sheets) using the #Post_Call_Event action.

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What You Can Extract

You can extract one or more of the following from a single call:

• Name
• Phone Number
• Email Address
• Interest Level
• Booking Date / Time
• Call Rating
• Any custom field relevant to your workflow

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Setup Instructions

1. Navigate to Actions → Click Post Call → Select Extract Info.
2. Define the fields you want to extract from the conversation:
   Example:
   • What information should be extracted?
     Describe the data you want to capture from the call.
     e.g., Capture the caller’s name from the conversation
   • Info Name
     Provide a title for the field
     e.g. Name
   • Info Type
     Select the type of data to extract:
     e.g. Text
3. Click Add Action to complete the action setup.

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Sending Data to Other Tools

After data is extracted, use the #Post_Call_Event action to push this info to:

• CRM systems
• Google Sheets
• Webhooks or APIs
• Marketing tools

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Best Practices

• Clearly define what data to extract.
• Combine with #Post_Call_Event to create seamless workflows.
• Test with sample calls to validate the accuracy of extraction.