Skip to main content
The Post Convo function lets your Vida AI agent run actions after a call or text conversation ends. Use it to finish tasks that should not interrupt the live experience, like syncing data to a CRM, triggering a webhook, sending a follow up SMS, or logging analytics. This is useful when you want the agent to run a consistent end of conversation workflow, for example to store captured data in your CRM.

​
When to use Post Convo

Use Post Convo to:
  • Send conversation summaries or transcripts to external systems
  • Create or update CRM contacts, leads, and activities
  • Trigger ticket creation or task follow ups
  • Send a thank you or next steps message
  • Record analytics, tags, outcomes, and duration

​
Add the Post Convo function

  1. Log in and open the agent editor.
  2. In the Functions section, click (+) and select Post Convo.

​
Configure the Post Convo function

Write clear instructions that describe what the agent should do after every conversation ends. There are no runtime settings. The agent runs the instructions you provide. Common actions:
  • Webhooks Call your backend with conversation metadata, summary, and transcript links
  • CRM updates Upsert contacts and attach the conversation summary or recording
  • Messaging Send a follow up SMS or email with next steps or a scheduling link
  • Tasks Create follow up tasks for callbacks or internal handoffs
  • Analytics Log outcome, tags, duration, and other metrics

​
Example configuration

Trigger: When any call or text conversation ends

Actions:
1. Run "Post Convo Webhook" with:
   - conversationId, startedAt, endedAt, channel
   - outcome, summary, tags
   - transcriptUrl and recordingUrl if available
   - metadata collected during the conversation

2. Upsert the caller in the CRM. Attach summary, outcome, and transcriptUrl.

3. If the caller requested a callback, create a follow up task with preferred times.

4. Send a follow up SMS:
   - Thank the caller
   - Include a scheduling link if relevant
   - Provide next steps or a resource link
⌘I