1. Overview
  2. Call Transcript, Custom Tools and Update Custom Values in GHL
  3. Setting up Post Call Webhook to export Transcript and Call Recording

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.