Capture post-call analysis answers onto a CRM record

After a voice agent call ends, TrustPager runs your configured post-call analysis and stores the results. A Call Analyzed automation can then take those answers and write them straight onto the CRM record — no manual data entry, no copy-pasting from a call summary.

Before you start

The analysis tokens only appear in the automation builder if your voice agent has post-call analysis fields configured. Set those up first in your voice agent's post-call analysis settings, reached from https://app.trustpager.com/inbox/voice-agents. Once at least one analysis field exists, its token will be available to any Call Analyzed automation in your workspace.

Set up the automation

1. Go to https://app.trustpager.com/auto/automations and open an existing Call Analyzed automation, or create a new one with Call Analyzed as the trigger.
2. Add a Set CRM Field action to the automation.
3. Choose the target record type — Contact, Opportunity, or Account — and pick the field you want to populate.
4. Click into the value input and open the variable picker. Your post-call analysis fields appear under the Trigger Data group with labels like Call Analysis: Qualification Result. Select one to insert its token.
5. Repeat steps 3 and 4 for any additional analysis fields you want to capture — you can write multiple fields in a single Set CRM Field action.
6. Save the automation.

From now on, every time a call is analysed, the automation fires and writes the results directly to the matched CRM record.

Using tokens manually

If the Trigger Data group does not show your analysis fields yet — for example, because the voice agent's post-call analysis was just configured and the workspace cache hasn't refreshed — you can type the token path directly into the value field:

{{trigger.custom_analysis_data.<field_name>}}

Replace <field_name> with the exact field key from your voice agent's post-call analysis settings. The token will resolve correctly when the automation runs.

Example setup

A mortgage broker's voice agent asks three qualification questions on every inbound call. They configure their Call Analyzed automation with three Set CRM Field actions:

• Contact field qualification_result → {{trigger.custom_analysis_data.qualification_result}}
• Contact field loan_purpose → {{trigger.custom_analysis_data.loan_purpose}}
• Opportunity field estimated_loan_amount → {{trigger.custom_analysis_data.estimated_loan_amount}}

After each call, the contact record is updated automatically with the qualification outcome and loan details, ready for the broker to review without opening the call transcript.

Troubleshooting

• No Trigger Data tokens visible: your voice agent has no post-call analysis fields configured yet. Add them first via https://app.trustpager.com/inbox/voice-agents, then return to the automation builder.
• Token resolves to blank: the analysis field key in the token doesn't match the field name configured on the agent. Check the exact key in your voice agent's post-call analysis settings and update the token accordingly.
• Automation doesn't fire: confirm the trigger is set to Call Analyzed, not Call Completed or another call event. Post-call analysis tokens are only available on the Call Analyzed trigger.

Related: For a full guide to the Set CRM Field action — including multi-field writes, date tokens, and which record types are supported — see https://trustpager.com/help-center/set-crm-field-automation.