In today's fast-paced communication environment, the ability to act instantly on conversation outcomes is essential. The Call Transcript Generated trigger enables automation the moment a call transcript becomes available, giving your team immediate access to post-call data across voice channels. This feature is designed to streamline follow-ups, enhance personalization, and improve operational efficiency by turning conversation insights into actionable workflows.

Key Features & Benefits

1. Instant Workflow Activation
2. Automatically trigger actions as soon as a call transcript is ready, ensuring no time is lost between a conversation and the next step.

1. AI-Driven Personalization
2. Use keywords or phrases from the transcript to tailor communications, segment contacts, or initiate targeted follow-ups.

1. Multi-Channel Compatibility
2. Works across Voice AI, IVR, and standard call types, providing unified support for various communication methods.

1. Rich Transcript Data
2. Access detailed call metadata including full transcript, call duration, direction, user identity, location, and more.

1. Smarter Task Management
2. Automatically create tasks, assign users, or update fields based on specific call content or outcomes.

How to Use the Call Transcript Generated Trigger

Step 1: Add the Trigger

1. Go to Automations → Workflows and click Create Workflow to start a new automation.

1. In the workflow builder, select “Transcript Generated” from the list of available triggers.

1. This trigger activates the workflow automatically once a call transcript is generated.

Step 2: Enable Transcription (If Not Active)

1. Voice AI: Transcription is automatically enabled.

1. IVR & Standard Calls: Use the CTA in the trigger configuration to activate call transcription manually.

Step 3: Configure Filters

1. Apply filters to control trigger behavior:

1. Call Type: Voice AI, IVR, or Normal Call

1. Call Direction: Inbound or Outbound (optional)

1. Call Duration: Minimum time filter (optional)

Step 4: Utilize Transcript Data in the Workflow

1. Insert conditions or custom actions using:

1. Full Call Transcript

1. Call Metadata (status, timestamps, direction)

1. Caller Location & User Info

1. Access values using the Custom Value Picker or If/Else Conditions.

FAQ

Q1: Does the trigger work for both inbound and outbound calls?

Yes, the trigger supports both directions. You can filter by call direction if needed.

Q2: Is transcription enabled automatically?

Transcription is enabled by default for Voice AI calls. For IVR and standard calls, you may need to enable it manually within the trigger setup.

Q3: Can I access the full transcript in the workflow?

Yes, the full transcript is available through the Custom Value Picker and can be used in messages, tasks, or conditions.

Q4: What if a call transcript contains sensitive information?

Ensure your automation respects privacy policies. Avoid sending full transcripts via insecure channels or to unauthorized users.

Q5: Can I combine this trigger with others in the same workflow?

Yes, you can nest this trigger within larger workflows or chain it with other triggers for more complex automation flows.