Insert actions inline, get AI handoff summaries, auto-tag callers by intent, track new outcome KPIs, and log notes automatically after every call.

Type a forward slash in the prompt editor to insert an action alongside your instructions without jumping between separate sections
Configure your agent to log AI-generated notes on the contact record or the conversation thread, and tag teammates directly in the note using @mentions. No manual follow-up required.


Define simple rules in your agent instructions, like tagging anyone who asks about pricing, and the agent handles the rest after every call. Tags appear on the contact record instantly so your team can segment and follow up.
When your calling agent hands off to a human, it posts an internal note with the agent name, the reason for the transfer, and a short AI-generated summary of the conversation. Turn on team notifications to tag the right people automatically.


The stats dashboard now shows Resolved, Transferred, and Abandoned calls side by side, each with counts and percentages for your selected time period. Click any KPI to see the full list of contacts behind it.
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