Automated Evaluation

Post-Conversation Workflows

After every chat or call, a reviewer scores it, writes a summary, extracts action items, and can write records or run follow-ups.

Browse docs Post-Conversation Workflows

Runs after the visitor is gone

The review only starts once the conversation ends, so the visitor never waits on it. If the review fails for any reason, the conversation itself is unaffected and can be retried.

Default reviewer out of the box

Every conversation comes back with a summary, outcome, sentiment, a 0–100 goal score, key points, next steps, knowledge gaps, and tags — with zero setup.

Custom reviewer when you need it

Write your own reviewer in plain English, define the exact fields you want extracted, and let it write to AI Forms or run connected-app actions after the chat ends.

Webhook dispatch

Summaries, scores, tags, and record writes can be dispatched to your webhook endpoint or CRM so downstream systems stay in sync without polling.

Voice included

Voice calls are transcribed as they happen, so a call is reviewed exactly the same way a chat is — same fields, same reviewer, same follow-ups.

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