When a call ends, Edesy saves the transcript and recording, sets a disposition, writes a summary, and can extract structured fields with an LLM using your extraction template. Those results then drive outcome actions (CRM update, email, callback, workflow, webhook), workflows and webhook events, so your systems are updated without anyone reading the transcript.
What runs after every call#
| Step | What it produces | Configure it in |
|---|---|---|
| Transcript and recording | Turn-by-turn transcript, signed recording link | Always on (recording per agent) |
| Disposition | The call result, such as QUALIFIED or NO_ANSWER |
Dispositions |
| Auto summary | A short summary of the conversation | Agent post-call settings |
| Extraction | Structured fields such as budget, intent or callback time | Extraction templates |
| Outcome actions | CRM update, email, callback, workflow or webhook per outcome | Outcome actions |
| Workflows | Multi-step automations on call ended or data extracted | Workflows |
| Webhook events | call.analyzed, call.extracted, call.recording_ready and others |
Webhook subscriptions |
| Analytics | KPIs and charts over extracted fields | Extraction analytics |
During the call or after it?#
| During the call | After the call | |
|---|---|---|
| How | Data collection fields and the collect_data tool |
Extraction template run on the transcript |
| Good for | Values the agent must confirm with the caller | Judgements such as sentiment, intent or a lead score |
| Result | Saved as the caller answers | Saved once the call has ended |
Many agents use both: collect the hard facts during the call, and extract the judgement fields afterwards.
Summary email#
Send a call summary by email from the call detail page, or set it up as a post-call step so the right team gets each summary.
FAQs#
Can I re-run extraction on an old call? Yes. Use Regenerate on the call's extraction after you change the template.
Does extraction need a connected call?
Extraction needs a transcript. Calls that did not connect still get a disposition such as NO_ANSWER or BUSY.
How do I send results to my CRM? Use an outcome action or a workflow with a CRM update step. CRMs connect via Edesy workflow integrations (Kylas, Zoho, HubSpot, Salesforce, Pipedrive, LeadSquared).