Workflow Triggers: Call Transcript Generated

In today's fast-paced communication environment, the ability to act instantly on conversation outcomes is essential. The Call Transcript Generated trigger enables automation the moment a call transcript becomes available, giving your team immediate access to post-call data across voice channels. This feature is designed to streamline follow-ups, enhance personalization, and improve operational efficiency by turning conversation insights into actionable workflows.

Key Features & Benefits

• Instant Workflow Activation

  Automatically trigger actions as soon as a call transcript is ready, ensuring no time is lost between a conversation and the next step.

• AI-Driven Personalization

  Use keywords or phrases from the transcript to tailor communications, segment contacts, or initiate targeted follow-ups.

• Multi-Channel Compatibility

  Works across Voice AI, IVR, and standard call types, providing unified support for various communication methods.

• Rich Transcript Data

  Access detailed call metadata including full transcript, call duration, direction, user identity, location, and more.

• Smarter Task Management

  Automatically create tasks, assign users, or update Mastermind fields based on specific call content or outcomes.

How to Use the Call Transcript Generated Trigger

Step 1: Add the Trigger

• Go to Tools & Reporting → Automations → Workflows and click Create Workflow to start a new automation

• In the workflow builder, select “Transcript Generated” from the list of available triggers.
• This trigger activates the workflow automatically once a call transcript is generated.

Step 2: Enable Transcription (If Not Active)

• Voice AI: Transcription is automatically enabled.
• IVR & Standard Calls: Use the CTA in the trigger configuration to activate call transcription manually.

Step 3: Configure Filters

• Apply filters to control trigger behavior:
• • Call Type: Voice AI, IVR, or Normal Call
  • Call Direction: Inbound or Outbound (optional)
  • Call Duration: Minimum time filter (optional)

Step 4: Utilize Transcript Data in the Workflow

• Insert conditions or custom actions using:
• • Full Call Transcript
  • Call Metadata (status, timestamps, direction)
  • Caller Location & User Info
• Access values using the Custom Value Picker or If/Else Conditions.

FAQ's

Question: Does the trigger work for both inbound and outbound calls?

Answer: Yes, the trigger supports both directions. You can filter by call direction if needed.

Question: Is transcription enabled automatically?

Answer: Transcription is enabled by default for Voice AI calls. For IVR and standard calls, you may need to enable it manually within the trigger setup.

Question: Can I access the full transcript in the workflow?

Answer: Yes, the full transcript is available through the Custom Value Picker and can be used in messages, tasks, or conditions.

Question: What if a call transcript contains sensitive information?

Answer: Ensure your automation respects privacy policies. Avoid sending full transcripts via insecure channels or to unauthorized users.

Question: Can I combine this trigger with others in the same workflow?

Answer: Yes, you can nest this trigger within larger workflows or chain it with other triggers for more complex automation flows.

Question: Can I automate task creation based on specific call content or outcomes?

Answer: Yes, you can automate task creation by using the data within the call transcript. For example, tasks can be automatically created, assigned to specific users, or updated based on certain keywords or outcomes within the call, improving operational efficiency.

Question: Can this trigger be combined with other workflow conditions or actions?

Answer: Yes. The Call Transcript Generated trigger can be used as part of larger, multi-step workflows and combined with additional logic, filters, and actions for advanced automation scenarios

Question: Is call Transcript available for multiple languages?

Answer: The transcription engine supports various languages. Ensure that your system's global voice settings are configured to the language your customers primarily speak to ensure the highest degree of accuracy in the generated transcripts.