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Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Separate During & Post Call Actions in Voice AI

New Feature: Separate During & Post Call Actions in Voice AI

May 21, 20251 min read

Your AI agents help you automate conversations with specific actions. Managing your Voice AI actions has never been easier. We’ve refreshed the UI to give you a cleaner, more intuitive experience that separates what happens during and after the call for added flexibility. Let’s check it out!

⭐️Why Is This Feature Beneficial To Your Company?

  • Card-Based Interface: Actions appear as individual cards, streamlining the process since they can be organized, managed, and deleted without opening the edit flow.

  • Tabbed Layout: Actions are split into “During” and “After” the Call sections, including labeling and visual grouping to differentiate action types.

  • Creation Flow: A prominent “New Action” has been included for quicker action additions. And now, each action has a count indicator to show usage limits and smart tooltips to outline restrictions.

⭐️How To Add Call Actions in Voice AI?

  1. First, in the “Voice AI Agents” section of your account settings, create or edit an AI Agent.

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  2. Then, in the “Agent Goals” tab, switch to advanced mode.

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  3. Click “+ New Action” and add any action you’d like.

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  4. Once you’ve added your action, you’ll see it divided into two sections for easy management.

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If the action added was call transfer, trigger workflow, send sms, book appointment, or a custom action, it will automatically be added to the “During” section. Otherwise, you’ll have to select when the action should happen, giving you full control over the Voice AI actions.

New FeatureNew UpdateSettingsVoice AIVoice AI Actions
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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