Post-call actions are automated tasks that execute after a call ends. They allow you to connect call outcomes to your broader business workflows — updating your CRM, sending follow-up messages, notifying team members, or triggering the next step in a sales sequence — all without any manual effort.
Think of post-call actions as the bridge between your AI calling system and the rest of your business operations. A call that books an appointment should automatically create a calendar event, send a confirmation email, and update the lead's status in your CRM. Post-call actions make this happen automatically.
Available Post-Call Actions
Send the call transcript, recording URL, and outcome data to any URL you specify. Use this to trigger workflows in Zapier, Make, or your own backend.
Update a contact record in your connected CRM (GoHighLevel, HubSpot, etc.) with the call outcome, notes, and any data collected during the conversation.
Send an email to a specified address with a summary of the call. Useful for notifying team members of important call outcomes.
Automatically send a text message to the contact after the call — for example, a booking confirmation or a link to your website.
Update the lead's status in Live Bots 365 based on the call outcome — for example, marking a lead as 'Qualified' or 'Not Interested.'
Conditional Actions
You can configure post-call actions to trigger only under specific conditions — for example, only send a follow-up SMS if the call resulted in an appointment booking, or only notify a team member if the lead was marked as high-priority. Conditional actions prevent unnecessary notifications and keep your workflows clean.
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