Overview
We’ve revamped how actions are managed within Voice AI agents to provide you with a cleaner, faster, and more intuitive experience. With a new UI, smarter organization, and clearer guidance, configuring your AI agents is now simpler than ever.
Note
: To enable this feature, go to Settings > Labs > Enable Voice AI - Separate During and Post Call Actions What’s new
- Card-Based Interface: Actions now appear as individual cards, making it easy to scan, organize, and manage your configurations at a glance.
- Tabbed Layout: Actions are split intoDuring the CallandAfter the Callsections, each with action count indicators to give you instant context.
- Streamlined Creation Flow: A new, prominent“New Action”button makes it quicker to add actions and encourages better structural flow.
- Individual Action Modals: Each action type now opens in its own focused modal — no more cluttered forms or confusing tab-switching.
- Quick Delete Option: Delete any action directly from the card’s menu without needing to open the edit flow.
Key improvements
- Improved Visual Hierarchy: Clearer labeling and visual grouping make it easier to distinguish between different action types at a glance.
- Simplified Editing & Deletion: You can now edit or remove specific actions directly from their cards - no more tab-hopping and unnecessary clicks.
- Built-In Constraints & Guidance:
- Visual counters show usage limits in real time.
- Smart tooltips provide context-aware hints and restrictions:
1. Max 15 total actions during a call.
2. Only 1 appointment booking action allowed.
3. Up to 25 contact field update actions post-call.
Supported action types
During the Call
- Call Transfer
- Trigger Workflow
- Send SMS
- Book Appointment
- Custom Actions (Beta)
After the Call
- Update Contact Fields
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article