Step 8: Follow-up (Integration Tab)

In the Integration tab you define what happens automatically after a call, using the captured properties. Four built-in action types plus Result Generation:

Action	Required fields	Notes
Email	To, CC, BCC (comma-separated), Subject, Content type (Plain text/HTML), Body	`${propertyName}` in subject or body injects captured data.
HTTPS API (Webhook)	Method (GET/POST/PUT/PATCH/DELETE), URL, Content type, Request body, Timeout, optional headers	Sends the call outcome to any system that accepts an HTTP request — the most flexible built-in action.
Telegram	Bot token, Chat ID, Message, Parse mode (None/Markdown/MarkdownV2/HTML)	Posts to a Telegram bot or channel — handy for internal alerts.
Push Notification	Title, Message	Sends a push notification.
Result Generation	Optional condition, metadata to include (call date/time, call ID, workflow name, call type), properties to include	Controls what is written as a row in the Result Dashboard — optionally only when a condition is met (e.g. only if a booking was confirmed).

Example Email action:

Field	Value
To	`frontdesk@millerdental.com, practice@millerdental.com`
CC	`manager@millerdental.com`
Subject	`New appointment request — ${callerName}`
Body	`A call has finished.` `Name: ${callerName}` `Phone: ${phoneNumber}` `Email: ${email}` `Appointment/reference: ${reservationId}`

Example webhook body (JSON to your own system):

{
  "event": "call.completed",
  "callerName": "${callerName}",
  "phoneNumber": "${phoneNumber}",
  "email": "${email}",
  "reservationId": "${reservationId}"
}

Recommendation to start with: always send yourself an email. During the test phase it is your fastest way to see what the agent actually captures — above all, which fields stay empty.

The same tab is where you attach integrations — Marketplace connections or your own Custom Integrations — as additional tools during or after the call. See Extend for the full walkthrough.

IO tab (Outbound Workflows only): there you map columns of your contact list to the input variables used in the conversation, and define which values should come back per contact. See Outbound Workflow.

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