The End of Call settings in FreedomSoft allow you to define what happens after a Voice Agent completes a conversation with a lead. These configurations ensure that every interaction is properly documented, categorized, and followed up on without requiring manual input from your team.
Properly setting up End of Call options helps maintain an organized CRM, improves team visibility, and ensures no lead falls through the cracks.
What Are End of Call Settings
End of Call settings control the automated actions that occur immediately after a Voice Agent finishes a call.
These actions include:
- Updating the CRM with call details
- Logging conversation summaries
- Triggering follow-up activities
This automation ensures consistency across all lead interactions.
Update CRM
After each call, FreedomSoft automatically records and updates key information inside your CRM.
This includes:
- Call outcome
- Lead status updates based on call results
- Notes and summaries in the Deal Brief
These updates give your team immediate visibility into what occurred during the call and what actions should happen next, without requiring manual data entry.
Note: The Update CRM action is automatic and cannot be disabled or modified. It will always occur after every Voice Agent call.
End of Call Action Options
In addition to automatic CRM updates, you can configure specific actions that your Voice Agent can trigger at the end of a call.
You can enable one, multiple, or all of these options depending on how you want your workflow to operate. Combining these actions ensures that every lead is handled appropriately, even if one outcome does not occur.
Transfer Call Live
The Live Transfer option allows the Voice Agent to transfer the call to a real person during or immediately after the conversation.
This is best used when:
- A lead is highly motivated
- The caller requests to speak with someone directly
- Immediate human interaction can help move the deal forward
You can configure transfers to route to a FreedomSoft number or an external phone number.
Schedule an Appointment
The Schedule an Appointment option enables the Voice Agent to book meetings directly with leads during the call.
This feature only works if your Google Calendar is integrated with FreedomSoft.
When enabled:
- The agent accesses your connected Google Calendar
- Available time slots are offered to the lead
- Appointments are automatically scheduled based on your preferences
If Google Calendar is not connected, this option will not function.
Create a Task
The Create a Task option allows the system to generate a follow-up task after the call ends.
This is useful when:
- A lead requires additional follow-up
- More information needs to be gathered
- A team member needs to take the next step
You can define:
- The assigned user
- When the task is due
This ensures no important follow-up is missed.
How These Options Work Together
The Voice Agent follows a logical sequence when attempting End of Call actions. Understanding this order helps you configure your workflow effectively.
The process works as follows:
- First, the agent attempts a Live Transfer if this option is enabled
- If Live Transfer is not enabled or cannot be completed, the agent checks if Schedule an Appointment is available (requires Google Calendar integration)
- If neither of those actions are completed, the system defaults to creating a follow-up by generating a task and scheduling a callback at a later time based on your task settings
This sequence ensures that:
- High-intent leads are handled immediately
- Qualified leads are scheduled when possible
- All other leads receive structured follow-up
By enabling multiple options, you create a layered system that maximizes every opportunity.
Improving Team Efficiency
By automating post-call actions, your team can focus on high-value activities instead of administrative work.
Benefits include:
- Reduced manual CRM updates
- Faster response times
- Better visibility into lead activity
- Consistent handling of all calls
Best Practices for End of Call Settings
- Use Live Transfer for high-intent leads
- Connect Google Calendar before enabling appointment scheduling
- Use task creation for structured follow-up
- Combine multiple End of Call options for maximum coverage
- Test your Voice Agent to confirm all End of Call actions work correctly
Conclusion
End of Call settings in FreedomSoft ensure that every Voice Agent interaction leads to a clear next step. By enabling one or more actions such as Live Transfer, appointment scheduling, and task creation, you can create a reliable, automated workflow that improves response time and maximizes lead conversion.