3CX AI Agent actions | New tool Send Screening message via email

[flag]

Hi,
Is it planned in upcoming updates to allow an AI Agent to send an email containing the information collected during the call, instead of transferring the call?
Or alternatively, to allow transferring the call to a Call Flow Designer (CFD) that could access and process the variables collected by the AI Agent?

 

[patrickb_de]

Hi,
Is it planned in upcoming updates to allow an AI Agent to send an email containing the information collected during the call, instead of transferring the call?
Or alternatively, to allow transferring the call to a Call Flow Designer (CFD) that could access and process the variables collected by the AI Agent?

You can already do this. You just need to activate recording and transcription for the agent. After that, export the agent, set up the email address in the CSV file, set RecNotify to 1 and add the agent to a group that has audio transcription enabled. Then delete the agent and import it again from the CSV file.

After starting the call, a few moments after the call has been transcribed, you will receive an email with the transcription, the sentiment and the summary.

 

[ArneDery]

You can already do this. You just need to activate recording and transcription for the agent. After that, export the agent, set up the email address in the CSV file, set RecNotify to 1 and add the agent to a group that has audio transcription enabled. Then delete the agent and import it again from the CSV file.

After starting the call, a few moments after the call has been transcribed, you will receive an email with the transcription, the sentiment and the summary.

This is gold thanks for the info

 

[KyriacosS_3CX]

A note for anyone following these steps - Unique email, please

 

[ArneDery]

A note for anyone following these steps - Unique email, please

you've done a good job, it doesn't allow you to import with a duplicate email

 

[KyriacosS_3CX]

you've done a good job, it doesn't allow you to import with a duplicate email

Kudos to the dev team, and thanks for confirming it

 

[nikolascx]

Feature noted and in development.
We will add a new tool to send the screening message via email.
this post can be locked. '
Thanks team