🎤 AI Voice & Chat5.5GHL

A.I. Phone | Inbound Recordings

Inbound-call webhook that logs the summary, tags answered/unanswered, and creates a follow-up opportunity for every missed call.

1 trigger 6 steps 2 branches Intermediate

What it does

When an inbound AI voice call concludes, this automation fires via webhook — locating the contact, logging a call summary note, and extracting key conversation data into the contact record via information extraction. It then checks whether the call was answered or not. Answered calls are tagged as AI Call Answered and exit cleanly. Unanswered calls are tagged as AI Call Not Answered and immediately trigger a Follow Up with Opportunity step — ensuring no missed inbound call is left without a next action in the pipeline.

The value

Every inbound call — answered or missed — is automatically logged, summarised, and acted on without any manual effort. Missed inbound calls are particularly high-value recovery opportunities — these are people who actively reached out and didn't get through. The automatic opportunity follow-up ensures they're contacted again before they find a competitor. The call summary and data extraction mean the team always has full context on every interaction, making every follow-up conversation more informed and more likely to convert.

Where it fits

This is the inbound mirror to automation 5's outbound callback recording system — together they ensure complete call data capture and follow-up coverage across both directions of AI voice communication. For any business receiving inbound enquiries by phone, this automation closes the gap between "someone called" and "we have a structured, logged, followed-up opportunity in the pipeline." No inbound call goes unrecorded, untagged, or unactioned — regardless of whether it was answered.

Overall purpose

Process inbound AI phone call webhooks by locating the correct contact, recording a detailed call summary, updating call information, determining whether the call was successfully completed, tagging contacts based on the outcome, and automatically creating a follow-up opportunity when the call is not answered.

The build — trigger → steps → branches

Triggerentry point

Inbound Webhook

Triggered whenever the external AI voice platform sends call data to the webhook. Typical webhook data includes contact phone number, call transcript, call duration, call status, and recording URL.

Find Contact
Action
Find Contact · Contact Phone Number = {{inboundWebhookRequest.lead.phone_number}}
Locate the correct CRM contact before processing the AI call information.
Add Call Summary Note
Action
Add Note · AI Voice Recording (transcript, duration, status, recording URL)
Store a complete summary of the AI phone conversation on the contact timeline for future reference.
Update Contact Fields
Action
Update Contact Fields · Voice OS | Call Status, Voice OS | Call Back Time
Record the call status in a structured field; store the callback placeholder supplied by the webhook.

If / Elsesplits into 2

Was the Call Answered?

Answered1 steps

Voice OS | Call Status contains "complete".

Add Answered Tag
Action
Add Contact Tag · ai call | answered
Mark the contact as successfully answering the AI phone call; support segmentation, reporting, and downstream automations.

Not Answered2 steps

Add Not Answered Tag
Action
Add Contact Tag · ai call | not answered
Identify contacts who did not answer the AI phone call; support follow-up and re-engagement workflows.
Create Follow-Up Opportunity
Action
Create Opportunity · configured follow-up pipeline stage
Ensure missed AI calls are tracked for future outreach by the sales team.

ai-voicerecordingwebhookinboundopportunityfollow-up