What happens after the call

An email summary, a WhatsApp alert, tasks for your team and a message to the caller. Set it in Settings → After the call.

In Settings → After the call you set who gets what when a call ends:

To you

An email summary to the account's address.
A WhatsApp alert to your number.
No summary at all: every summary is kept in Calls anyway.

To your team

Tasks by email, WhatsApp or both, as set in Team.

To the caller

The call's details on WhatsApp, if the caller agrees during the call (no WhatsApp: by SMS). For now only when the assistant's number is Israeli.
An SMS after a missed call. On a US number, after the business is verified.

Some messages need Pro or up. The row in Settings shows "Works after upgrading" next to anything waiting for one.

A CRM (HubSpot, Salesforce) and calendars are connected in Integrations. SMS, WhatsApp and email messages go out through Woizer, no connection needed.

Still stuck?

Tell us what you tried, and we'll get back to you.

Write to us