Website | A.I. Voice Recordings

When an AI voice call is made or received through the partner channel, this automation fires via webhook. It finds the contact, logs a call summary note, extracts and updates key information from the conversation into the contact record, then branches based on whether the call was answered or not. Answered calls are tagged accordingly and checked for DND (Do Not Disturb) status — enabling or disabling DND based on the contact's preference. Unanswered calls are handled in a separate branch and exited cleanly.

Every AI voice interaction is automatically logged, summarised, and acted on — no manual data entry, no missed follow-up flags, no compliance gaps. The DND logic is particularly important: it ensures the system respects contact preferences automatically, protecting both the client's reputation and their legal obligations around outbound communication. The call summary note means the team always has context on every voice interaction without needing to listen back to recordings.

This is the operational backbone behind the AI Voice Agent in the partner channel. It's what makes voice AI actually useful in a business context — the call doesn't just happen and disappear, it feeds structured data back into the CRM and triggers the right next action. In sales conversations, this is the answer to 'what happens after the AI makes a call?' — everything is captured, logged, and acted on automatically.