How to use the Post-Call Agent in HelloGrowthCRM
After every call, the Post-Call Agent summarizes, extracts action items, updates CRM fields automatically.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the AI Agents section to browse more guides, compare related tasks, and choose a better starting point.
View all AI Agents guidesPost-Call Agent (post-call-agent edge function) runs after every call: 3-5 bullet summary, action items, CRM field updates, optional follow-up email draft.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Pro tier or above
- •Calls being recorded and transcribed
- •AI cost cap
- •5-10 minutes setup
- 1
Settings → AI → Post-Call Agent
Toggle Enable post-call agent.
- 2
Configure outputs
Summary, Action items, Next step, Sentiment, CRM field updates, Drafted email, Slack notification.
- 3
Set autonomy per output
Summary/sentiment Auto. Field updates Approve. Send email Suggest.
- 4
Configure prompts
Always note budget signals, Flag if compliance topic.
- 5
Test on past calls
Re-process recent calls. Spot-check quality.
- 6
Per-rep training
AI ingests rep's manual notes to mimic style.
- 7
Review output on a call
Open call → Post-Call panel. Summary, action items, suggested follow-up.
- 8
Approve CRM updates
Set next_step, expected_close. Click Approve.
- 9
Review accuracy weekly
Aim >85% rep-approval rate.
- 10
Cost check
~$0.10 per 10-min call. Cap with budget.
Frequently asked questions
Cost per call?▾
~$0.05-0.20.
Privacy?▾
Workspace-isolated, OpenAI no-train mode.
Latency?▾
Summary ready within 60s of hangup.
Will it overwrite my notes?▾
No — sits alongside manual notes.
Custom summary length?▾
Yes — Short, Medium, Long.
Action item assignment?▾
Default = call owner. Override per item.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in AI Agents or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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