Setting up Post Call Webhook to export Transcript and Call Recording

Sending Voice Call Transcripts to Customers via Postcode Webhook: A Step-by-Step Guide

1. Create a New Automation:

   • Access automations and start creating a new one from scratch.

   • Set the trigger as an inbound webhook.

2. Activate the Postcode Webhook:

   • Copy the trigger without saving anything.

   • Navigate to assistance, then call, and locate the postcode webhook.

   • Activate the webhook through the provided arrow.

3. Fetch Sample Requests:

   • Verify if the payload has come through by fetching sample requests.

4. Configure the Trigger:

   • Save the trigger and ignore the prompt to create a contact.

   • Add the field from contact ID and select contact_ID from the inbound webhook trigger.

5. Access the Transcript:

   • Save the action and access the transcript and other relevant information.

6. Set Up Email Notification:

   • Choose between a notification or an email for sending the transcript.

   • Use an internal or external email address for sending the notification.

   • Specify the subject line, incorporating details like first name, AI, call completed, and transcript type.

7. Select Transcript Type:

   • Choose whether to send a call summary, full transcript, or recording URL.

   • Save the action once the selection is made.

8. Automate Email Sending:

   • Upon completion of a call, the automation will trigger to find the contact and send an email with the relevant details.

   • Additional information like full name, email, and contact number can also be included for further client information.