Separate During and Post Call Actions
TABLE OF CONTENTSOverviewWhat’s NewKey ImprovementsHow to Use ItSupported Action TypesDuring the CallAfter the CallOverviewThe Action Builder for Voice AI has been completely…
Overview
The Action Builder for Voice AI has been completely redesigned to offer a cleaner, faster, and more intuitive experience. This update introduces a card-based layout, tabbed structure, and streamlined workflows, making it significantly easier to create, manage, and review what your agent does both during and after a call. To enable this feature: Go to Settings > Labs > Enable "Voice AI - Separate During and Post Call Actions"
What’s New
Card-Based InterfaceActions now appear as individual cards. You can easily scan, sort, and organize actions with improved visual clarity. Tabbed LayoutThe actions are now split into During the Call and After the Call sections. Each tab displays the total number of actions configured.
Streamlined Creation FlowA bold and easy-to-access “New Action” button encourages quick and structured action creation. Individual Action ModalsEvery action type opens in a dedicated modal, eliminating the need to switch tabs or scroll through long forms. Quick Delete OptionYou can now delete actions directly from the action card menu, no need to open the editor.
Key ImprovementsImproved Visual HierarchyAction types are now easier to distinguish thanks to better labels and grouped layouts. Simplified Editing & DeletionEdit or remove actions in fewer clicks — right from the action card. Built-In Constraints & Smart GuidanceVisual counters show you how many of each action type you're using. Tooltips and inline guidance prevent misconfiguration: Max 15 total actions during a callOnly 1 appointment booking action allowedUp to 25 contact field update actions after a callHow to Use?
Open the Voice AI agent you want to edit, and then click on the agent goals. Use the “New Action” button to begin. Choose the type of action you want to configure, for example, call transfer. A focused modal will appear — fill in the required details.
Save. Your new action will appear as a card under the appropriate tab. Supported Action TypesDuring the CallCall TransferTrigger WorkflowSend SMSBook AppointmentCustom Actions (Beta)After the CallUpdate Contact Fields
Can't find what you need? Log in and use the in-app chat, or talk to our team.