Send call results to your CRM and dashboard

Chapters

1. 0:00Your CRM needs each call's outcome, not just a recording. On the agent's Analytics tab, every call gets a summary and the fields you choose.
2. 0:11Add a field for each thing you want to know. Here: did the caller ask for a call back? Its description tells the model how to decide.
3. 0:21Every call then carries these values: on its page, in exports, and in the call completed webhook.
4. 0:29To send them to your CRM as each call ends, add a webhook endpoint with your CRM's URL.
5. 0:37For your CRM to start calls, or fetch a call's summary and fields, give it an API key. It's shown once, so copy it into your CRM's settings.
6. 0:51Then a new order in your CRM can create a call with the customer's details, and the result comes back to the same record.
7. 1:00And for your own dashboard, download every call with its summary and fields from Reports, or build it on the webhook data.