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All Verticals · Voice Workflow

Post-Call Summary → CRM

When the call ends, the AI agent node writes a structured summary, logs it to the CRM, creates a follow-up task when one is needed, and persists context to memory for the next conversation.

trigger call_endedmode Post-callnodes 7connectors 2

Workflow

TriggerMemoryIntegrationBranchAI AgentEnd
yesnoTRIGGER01Call endedAI AGENT02Generate summaryINTEGRATION03Update CRM recordBRANCH04Follow-up needed?INTEGRATION05Create follow-up taskMEMORY06Persist to ZepEND07Done

How it runs, step by step

  1. 01
    TRIGGER

    Call ended

    When the call ends, the post-call workflow fires with the full transcript.

  2. 02
    AI AGENT

    Generate summary

    The AI agent node produces a structured summary: intent, outcome, next step, and sentiment.

  3. 03
    INTEGRATION

    Update CRM record

    Log the summary as a note or activity on the contact in GoHighLevel or HubSpot.

  4. 04
    BRANCH

    Follow-up needed?

    Branch on whether the outcome requires a follow-up task.

    • if yes → Create follow-up task
    • if no → Persist to Zep
  5. 05
    INTEGRATION

    Create follow-up task

    Create a task or opportunity in the CRM with the next step and a due date.

  6. 06
    MEMORY

    Persist to Zep

    Write the summary to Zep so the next call has context.

  7. 07
    END

    Done

    Complete the post-call workflow.