Scenario · after the call
Follow-up after the call: SMS, WhatsApp and email sent automatically
The customer hangs up and, moments later, receives what you promised: the confirmation, the list of documents, the payment link or a summary. The AI voice agent sends this follow-up after the call on the right channel and writes the outcome into your CRM or ERP.
Updated 3 October 2026
Why is a good call not enough on its own?
People hear an address, a time or a list of documents and forget it ten minutes later. A written message stays. That is why every useful call should end with something the customer can read again, not with a spoken promise.
The AI voice agent handles this for you. By the end of the conversation it knows the outcome of the call, so it sends the matching message straight away. Nobody has to send anything by hand.
One call, from your list to the note in your system
The agent starts from your list, calls, listens and hangs up with a clear outcome. Each outcome has its own path: what gets written, which message goes out, when it calls again.
- 01Source
- Your list from CRM, ERP or a file
- 02Call
- The agent calls within your time window
- 03Conversation
- The conversation introduces itself, states the purpose, call recorded
- 04Outcome
- Confirmed everything is correct
- Change address, date or product
- Declined the reason is noted
- No answer calls again at the set time
- “Do not call me” the request is respected
- 05Gets written
- ERP or CRM the outcome and the call note
- WhatsApp, SMS, email the after-call message
- Report in the portal recording, transcript, summary
- Restriction list the person leaves the campaign
What can the AI voice agent send after the call?
A confirmation
The date, time and address of an appointment or a booking. The customer has it all in writing.
A document list
What is missing from a case file, with simple instructions, so the person does not have to ask twice.
A payment link
If you have set up a link or payment details, the agent sends it in the message instead of reading it out over the phone.
A summary
What was agreed on the call, in two or three lines, for the customer or for your team.
SMS, WhatsApp or email: which to choose and how it is billed
Each message sent is billed separately, and only if you switch the channel on. The cost appears in the estimate in the sign-up form and is added to the conversation minutes. Pricing explains how it is worked out.
| Criterion | SMS | ||
|---|---|---|---|
| How it is billed | Per message sent, in your estimate | Per message sent, in your estimate, plus your own subscription with your WhatsApp provider | Per message sent, in your estimate |
| Best for | Short confirmations, any phone | Quick messages, with details and photos | Long texts, documents, summaries |
| Text length | Short, one idea | Medium, conversational tone | As long as you need, with structure |
| Requirement | The number must be able to receive SMS | Your WhatsApp Business account | Your own email server |
The same message, different texts
An email is read carefully, at a desk. A WhatsApp message is read on the go, between two other things. If you send exactly the same text on both, one of them will sound wrong.
That is why each channel has its own text. By email you can send a list of documents with explanations. On WhatsApp you send the same list in three lines, in the tone of someone typing quickly. You personalise it with the customer's name, the details from the call and your company's signature.
How you never send the same message twice
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One message per outcome
Each type of outcome has a single message attached. The same call never produces two confirmations.
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A check before sending
The system checks whether the message has already been sent for that contact and the same case, and does not repeat it.
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Call retries are not message retries
If the agent calls three times, the customer receives the message once, after the call in which something was agreed.
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History in plain sight
In the portal you see what was sent, on which channel and when, so you can check any complaint quickly.
The agent in the middle, your systems around it
It reads from the right place (the list, the order, the calendar, the documents) and writes where you already work. Nobody retypes what was said.
- 01The agent
- now The voice agent reads the list, writes the note
- 02Your systems
- Your CRM lists, contacts, notes readswrites
- ERP orders and statuses readswrites
- WhatsApp the after-call message sends
- SMS short, to the phone sends
- Email from your mail server sends
- Calendar slots and bookings readswrites
- Knowledge base documents and website reads
- Portal calls and reports sends
What is written into your CRM or ERP?
Besides the message to the customer, the agent writes the outcome where your team works: a note in the CRM, a status in the ERP, an updated field. The note says what was agreed on the call and which message went out, so a colleague who opens the record the next day does not ask the same question again.
It works with your CRM and your ERP. The details are on the integrations page. For concrete examples, see missing documents recovery or car service appointments.
Quick answers
Frequently asked questions
How much does a message after the call cost?
Each message sent is billed separately, per channel, and only if you switch the channel on. For WhatsApp, your own subscription with your WhatsApp provider is added. The cost appears in the estimate in the sign-up form before you send anything, and is added to the conversation minutes. Prices exclude VAT.
Can I send an SMS, a WhatsApp message and an email after the same call?
Yes, if you set it up that way. But usually you choose one main channel and one fallback, so the customer does not get three messages.
Can it send a payment link?
If you configure the link or payment details, the agent sends them in the message. Payment is made outside the conversation, not over the phone.
How do I avoid duplicate messages?
Each call outcome has a single message attached, and the system checks whether it has already been sent for that contact. The sending history is visible in the portal.
Does the agent also write to the CRM?
Yes. The call outcome and the message sent are written into your CRM or ERP, once you connect it.
Continue with
Where to go next
Missing documents recovery
Recover missing documents for case files: the AI voice agent calls the customer, explains what is missing, sends the list by WhatsApp and email and logs it.
Integrations
How the AI voice agent connects to your CRM, ERP, calendar, WhatsApp, SMS and email: what it reads before a call and what it writes after, step by step.
Pricing
You pay per minute of talk time, plus a one-off setup per channel, with volume discounts. See your estimated cost in the sign-up form before you send anything.
The line is free
Hear it, then decide.
Sign up, see the estimated cost in the form and test the agent on your own phone before it calls anyone.