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The following actions are available after the call:

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Email

The email sending action allows for the automated transmission of electronic messages following a telephone interaction.

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Use Cases

This feature is particularly suited to the following scenarios:
  • Automatic sending of a summary of the conversation
  • Notification to relevant teams following a customer interaction
  • Structured transmission of specific requests identified during the call
  • Automated escalation for issues requiring specific intervention

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Configuration Parameters

Creating an email sending action requires defining the following parameters:
ParameterDescriptionRequired
Action NameUnique and descriptive identifier of the action✓
SubjectSubject of the email to be sent✓
ToEmail address(es) of the main recipient(s)✓
CcEmail address(es) of recipients in copy
BccEmail address(es) of recipients in blind copy
Conditioned by ClassificationsTrigger criteria based on call categorization

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Subject Configuration

You can dynamize the subjects of your communications by leveraging the contextual variables of the call. Use the {} icon located to the right of the field to access available variables.

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Conditional Configuration

To optimize the triggering of the email sending action, you can use the Conditioned by Classifications parameter:
  • Select one or more relevant classifications from the dropdown menu
  • The email will only be sent if the call matches the defined classification criteria
  • This feature is particularly effective in targeting specific interaction scenarios

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Best Practices

  • Precisely configure triggering conditions to avoid excessive email sending
  • Test your configurations with test email addresses before deployment in production

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Workflow

This feature allows for the development of sophisticated integrations with your external systems after the end of your communications.

Configure Workflows After the Call

See how to configure workflows