Set Up Webhooks and Post-Call Analytics

Configure webhooks, call summarization, and data extraction for Bolna Voice AI. Push data to your CRM from every call.

What is the Analytics Tab?

The Analytics Tab is where you configure webhooks for real-time data and post-call processing tasks. Automatically summarize conversations, extract structured data, and push execution data to your systems.

Configuration Options

Push Execution Data to Webhook

Don't miss real-time updates! Configure a webhook to receive all execution data as calls happen — essential for CRM integrations and live dashboards.

Enter your webhook URL to automatically receive all execution data for this agent.

Click See all events to view the complete list of webhook event types you can receive.

Post Call Tasks

Choose tasks to execute after the agent conversation is complete.

Automatically generate a summary of every conversation. Great for quick review and logging.

Toggle on to enable automatic conversation summarization.

Extract structured data from conversations using custom prompts.

Example extraction rules:

user_name: Yield the name of the user.
payment_mode: If user is paying by cash, yield cash. If card, yield card.

Define clear extraction rules to get consistent, structured data from every call.

Create custom extraction templates organized by categories to automatically capture structured data from call transcripts.

Extractions allow you to automatically capture structured data from call transcripts. Organize extractions into categories and define custom questions to extract specific information like lead quality, appointment details, customer sentiment, and more.

Key Features

Categories - Organize related extractions together (e.g., "Agent Handover", "Visit Details", "Lead Qualification")

Extraction Templates - Define what data to capture with:

  • Name - Descriptive identifier (e.g., "Call Outcome", "Customer Sentiment")
  • Extraction Prompt - Instructions guiding the LLM on what to extract
  • Answer Type - Choose between Free Text (open-ended) or Pre-defined (categorical options)
  • Model - Select LLM for extraction processing (default: gpt-4.1-mini)

Testing - Validate extractions against sample or real transcripts before production deployment

Common Extraction Categories

  • Detect when calls need human intervention
  • Extract budget, timeline, decision-maker info
  • Capture appointment times, dates, confirmation status
  • Analyze satisfaction levels and feedback

Learn how to create and manage extraction templates, configure answer types, and test extractions in the Using Extractions guide.

Use Cases

  • Automatically update customer records after calls
  • Extract qualification data from sales calls
  • Capture required data points for regulations
  • Analyze conversation outcomes and metrics

Next Steps

  • Configure inbound call settings
  • Add function tools and APIs
  • View call logs and transcripts
  • Learn about webhook events