Introducing Enhanced Voice AI with Separate Call Action Management

Experience a More Intuitive Voice AI with Separate During and Post Call Actions

We’re excited to share the latest update to our Voice AI platform, bringing you an enhanced experience with the new separation of during and post call actions. This update offers a cleaner and more organized user interface, allowing you to configure Voice AI agents more efficiently. Here’s what you can expect with these improvements.

What’s New in Voice AI?

  1. Card-Based Interface: Actions are now visually organized as individual cards. This makes it simple to scan through, organize, and manage configurations at a quick glance.
  2. Tabbed Layout: We’ve introduced separate tabs for actions taken during the call and after the call. Each tab includes action count indicators, providing you instant context for better management.
  3. Streamlined Creation Flow: Adding new actions is now quicker with a prominently placed “New Action” button. This encourages a better structural flow of action configuration.
  4. Individual Action Modals: Each action type opens in its focused modal—putting an end to cluttered forms and unnecessary navigating between tabs.
  5. Quick Delete Option: Remove any unwanted action directly from the card’s menu without having to go through the edit process.

Key Improvements for Users

  • Improved Visual Hierarchy: With clearer labeling and organization, distinguishing between various action types becomes effortless.
  • Simplified Editing & Deletion: Edit or delete specific actions straight from their respective cards. Less clicking means a more streamlined process.
  • Built-In Constraints & Guidance:
    • Visual counters provide usage limits in real time, ensuring clear boundaries.
    • Smart tooltips offer context-aware hints and restrictions:
      • A maximum of 15 total actions during a call.
      • Only one appointment booking action is permitted.
      • Up to 25 contact field update actions post-call.

Supported Action Types

During the Call

  • Call Transfer
  • Trigger Workflow
  • Send SMS
  • Book Appointment
  • Custom Actions (Beta)

After the Call

  • Update Contact Fields

New Interface
Setup Actions Example 1
Setup Actions Example 2
Setup Actions Example 3
Setup Actions Example 4

Get started with these new features by enabling them through Settings > Labs > Enable Voice AI – Separate During and Post Call Actions. These improvements are aimed at making your workflow smoother and more efficient as you manage your Voice AI agents.

For more details on utilizing Voice AI features or additional support, you can reach our support team or consider attending a personalized session by requesting a demo.


In Case You Missed It: Don’t forget to check out our latest updates like the introduction of Brand Voice Integration in Content AI. Stay informed to make the most out of our evolving solutions.

SMBcrm ©2025 | All Rights Reserved
A Leads 365 LLC Company