After-call workflows ensure reps capture call outcomes consistently.
Create a Flow
From the company panel, navigate to After-Call Flows and create a new workflow. Add steps with the fields you need — dropdowns, text, notes, etc.
Assign to Team
Activate the workflow for your team. After each call, the form appears on the rep's phone.
Review Submissions
Managers review submitted data on the dashboard, linked to the call log and lead record.
Related Video Tutorials
After-Call Workflows & Visual Survey Builder
Streamline post-call data collection for your agents. See how to design multi-step questionnaires with conditional routing rules using the visual After-Call Flow Builder, and track agent responses in the Submissions portal.