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How do I use a call transcript in a workflow after the call ends, for example to save the caller's name?

The Call Ended trigger always gives the workflow the call transcript right after the call. You can act on it, for example: when the call ends, read the transcript, and if the person said they want to book a meeting, send the calendar invite.

To extract details from the transcript and save them to the contact:

  1. Add a Call Ended trigger to the workflow.
  2. Add a Sub Agent step and write a prompt saying what to get from the conversation, for example the person's full name and a summary of their issue.
  3. In the prompt, use the insert variable box, open Steps, and insert the transcript that comes with the Call Ended trigger.
  4. Define the structured outputs you want, for example full name and issue summary.
  5. Add an Update Contact step that saves each output to the matching contact field.

The Extract Call Details step is built to pull details from a call that is still active, not from the Call Ended trigger, so use the Sub Agent step once the call has ended.