Automations
🎤 AI Voice & Chat5.5GHL

A.I. Phone | Standard Recordings

Standard-call webhook that logs the summary, tags answered/unanswered, and enables Call-only DND when the contact requests it.

1 trigger 8 steps 2 branches Advanced
What it does

When any standard AI voice call concludes, this automation fires via webhook — finding the contact, logging a call summary note, and extracting conversation data into the contact record. It checks whether the call was answered or not, tagging accordingly. Unanswered calls exit cleanly with the appropriate tag. For answered calls, the automation runs a DND check — if the contact has requested DND, it enables the restriction immediately. If no DND preference exists, the contact exits cleanly with the answered tag applied.

The value

This is the compliance and data integrity layer for all standard AI voice interactions. Every call is logged, every outcome is tagged, and every DND preference is respected automatically — without anyone on the team needing to manually update records or check compliance status. The DND logic is particularly important for businesses operating under Australian communication regulations — automated enforcement means the business never accidentally contacts someone who has opted out, protecting both reputation and legal standing.

Where it fits

This automation is the operational backbone that runs underneath every standard AI voice interaction — the equivalent of a reliable filing system that ensures every call leaves a clean, accurate record in the CRM. While automations 5 (Inbound) and 5 (Callback) handle specific call scenarios with dedicated follow-up logic, this automation handles the broader standard call category — ensuring full coverage across all AI voice interactions regardless of type. Together the three recording automations create a complete, compliant, and fully logged AI phone system.

Overall purpose

Process inbound AI phone call webhooks by locating the correct contact, recording a detailed call summary, updating call information, classifying the call outcome, and enabling Call-specific Do Not Disturb when requested during the conversation.

The build — trigger → steps → branches

Triggerentry point

Inbound Webhook

Inbound Webhook

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

  1. Find Contact

    Action

    Find Contact · Contact Phone Number = {{inboundWebhookRequest.lead.phone_number}}

    Locate the correct CRM contact before processing the AI call results.

  2. Add Call Summary Note

    Action

    Add Note · AI Voice Recording (transcript, duration, status, recording URL)

    Create a complete audit trail of the AI phone conversation directly on the contact record.

  3. Update Contact Fields

    Action

    Update Contact Fields · Voice OS | Call Status, Voice OS | Call Back Time

    Store the AI call status; save the callback placeholder received from the webhook for future processing.

If / Elsesplits into 2

Was the Call Answered?

Answered4 steps

Voice OS | Call Status contains "complete" — contacts who successfully completed an AI phone conversation.

  1. Add Answered Tag

    Action

    Add Contact Tag · ai call | answered

    Identify contacts who successfully completed an AI phone conversation.

  2. Did the Contact Request Do Not Disturb?

    If / Else

    DND Requested / No DND

    Branch on whether the contact requested Do Not Disturb during the call.

  3. DND Requested · Enable Do Not Disturb

    Action

    Enable DND · Calls Only

    Prevent future outbound AI phone calls while allowing SMS, email, and other communication channels to continue normally.

  4. No DND · End

    Action

    No further actions configured

    Contact completes the workflow after being tagged.

Not Answered1 steps
  1. Add Not Answered Tag

    Action

    Add Contact Tag · ai call | not answered

    Identify contacts who did not answer the AI phone call; allow downstream automations and reporting to target missed calls.

ai-voicerecordingwebhookdndcompliancetagging