What's New?
Automate workflows the instant a call transcript is ready. This empowers you to trigger downstream actions like emailing summaries, updating CRM fields, or creating tasks immediately after calls across
Voice AI, IVR, and Normal Calls.
Why This Matters
Smarter Follow-Ups – Email call summaries, update records with buying intent, or tag contacts based on transcript content.
AI-Powered Insights – Use transcript keywords to personalize next steps and drive intelligent automations with real conversation data.
How to Use It
Step 1: Add the Trigger
Select "Transcript Generated" from the trigger list in your workflow builder.
Step 2: Enable Transcription (if needed)
Voice AI: Enabled by default ✅
LC Phone & IVR: Use the CTA in the trigger to enable transcription
Step 3: Set Filters
Apply call type filter.
Call Direction & Call Duration are optional and can be used to provide more control.
Step 4: Use Transcript Data
Access call data via Custom Value Picker or If/Else conditions, including:
- Full Transcript
- Call Duration, Direction & Status
- Caller Location
- User details & Timestamps
What You Can Do Now
✅ Auto-email call transcripts
✅ Route leads based on keywords
✅ Update contacts with call insights
✅ Create tasks based on outcomes
✅ Send personalized follow-ups