Extract structured data
Choose Add field or open the full field list. The panel previews up to five fields and supports editing the complete array as JSON.
For example, extract
requested_service as text and appointment_confirmed as a boolean, explaining that merely discussing a time is not a confirmed booking. Review the transcript and tool result before interpreting extracted values as completed external actions.
Edit as JSON accepts an array with type, name, description, required, and enum choices. Valid edits update the draft. Copy example for AI provides the expected format for preparing fields elsewhere. Removing a field stops future extraction after publication and preserves previously collected data.
Attach evaluations
Select active organization criteria from Connected N/15. An agent supports up to 15. Connecting or disconnecting requiresevaluation_criteria.update as well as agents.update and applies immediately. Archived criteria are excluded from the picker. Evaluation results include success, failure, or unknown with supporting evidence.
Assign a board and tags
Select one contact board or No board. After analysis of a call with an associated contact, the platform places its card on the assigned board and determines the stage from the transcript. Calls without a contact do not move a card. This section does not expose explicit stage-selection conditions. Call tags classify the analyzed call using their descriptions and can notify selected members by email. They save immediately and are separate from contact tags.Configure the outgoing webhook
Enter an HTTPS URL that accepts POST, publish, then make a controlled test call and inspect Calls → Webhooks. The current editor has no sample-webhook test button. Outgoing agent notifications are delivered after analysis; there is no event selector for subscribing to call-start events here. Inbound context webhooks live in Advanced → Inbound context and are used before the conversation. Do not configure them as outgoing notifications.Frequently asked questions
Where are extracted values?
Where are extracted values?
Open the call’s Analysis → Extracted data. They also appear in outgoing call data.
Do evaluation assignments require publication?
Do evaluation assignments require publication?
No. They save immediately, as do tags and board assignments.
Can I extract a date as a special type?
Can I extract a date as a special type?
There is no date type. Use text with an explicit requested format and handle missing or ambiguous information.
Why is my receiver getting no data?
Why is my receiver getting no data?
Check the published URL, whether the call finished analysis, and delivery details in Calls → Webhooks.