Using After Call Agents

Last updated: July 13, 2026

After Call Agents run when a call has finished processing. They are useful when the best time to act is immediately after a conversation.

When to use an After Call Agent

  • Draft a follow-up email after discovery or demo calls.

  • Summarize objections from negotiation calls.

  • Generate manager coaching notes after selected call types.

  • Extract product feedback after customer calls.

  • Create a handoff summary after implementation or onboarding calls.

Create an After Call Agent

  1. Go to Agents → Command Center.

  2. Click Create an agent.

  3. In Step 1: Trigger, choose After Call.

  4. Optionally select call tags to limit which calls trigger the agent.

  5. Write the prompt in Step 2: Prompt.

  6. Choose recipients and delivery methods in Step 3: Output.

  7. Test the agent, then save it.

Use call tags to control noise

If the agent should only run for certain call types, filter by tags such as Discovery, Demo, Renewal, Implementation, or Coaching. This keeps the output relevant and prevents unnecessary notifications.

Available variables

Variable

What it inserts

{{call_id}}

The ID of the call that triggered the agent run.

{{call_title}}

The title of the call that triggered the agent run.

Prompt examples

Discovery call follow-up

For the call {{call_title}}, draft a concise follow-up email.

Include:
- The prospect's top priorities
- Pain points and business impact
- Objections or open questions
- Agreed next steps
- A professional, helpful tone

Use specific details from the conversation.

Manager coaching note

Review the call {{call_title}} and create a coaching note for the rep's manager.

Highlight what went well, where discovery could have gone deeper, missed next-step opportunities, and 2-3 specific coaching suggestions with evidence from the call.

Product feedback extractor

Analyze {{call_title}} for product feedback, feature requests, blockers, and competitor comparisons.

Group the output by theme. Include customer quotes where useful and note whether each item sounds like a deal blocker, nice-to-have, or general feedback.

Output recommendations

Use individual output when each rep should receive their own follow-up or coaching output. Use a Slack channel when the output is meant for a shared team workflow, such as product feedback or implementation handoffs.

Troubleshooting

The agent runs on the wrong calls

Review the selected call tags and confirm calls are being tagged consistently.

The output is missing context

Use {{call_title}} or {{call_id}} and specify exactly what evidence the agent should use from the call.

The notification is noisy

Limit the trigger to fewer call tags or send output to an in-app history first while testing the workflow.