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What is the Extractions tab?

The Extractions Tab is where you configure webhooks for real-time data and post-call processing tasks. Automatically summarize conversations, extract structured data, and push execution data to your systems.
Extractions Tab in Agent Studio showing a Webhook Configuration card with a Webhook URL field, an Add headers toggle, a Trigger on statuses selector and a Send test button, above an Extractions card with Extraction Library and Test buttons, a Call Summary toggle, a Lead Qualification category running GPT 4.1 Mini and a New Category button

Extractions Tab with the Webhook Configuration and Extractions cards

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Configuration options

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Push execution data to webhook

Don’t miss real-time updates! Configure a webhook to receive all execution data as calls happen — essential for CRM integrations and live dashboards.
Enter your webhook URL to automatically receive all execution data for this agent. Use Trigger on statuses to choose which execution statuses send the webhook. Leave it empty to receive every status. Turn on Add headers to send custom headers (for example an auth token) with every webhook request, and click Send test to post a sample completed payload to your endpoint before going live.
Webhook Configuration card with a Webhook URL field, a See all events link, an Add headers toggle, a Trigger on statuses selector set to All statuses (default) and a Send test button

Webhook Configuration card with Add headers and Send test

Click See all events to view the complete list of webhook event types you can receive.

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Call summary

Automatically generate a summary of every conversation. Great for quick review and logging.
Toggle on to populate the top-level summary field on every execution.

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Extractions

Create custom extraction templates organized by categories to automatically capture structured data from call transcripts.
Extractions card with Extraction Library and Test buttons, a Call Summary toggle switched on, a Lead Qualification category with a GPT 4.1 Mini model selector and an Add Extraction button, a Lead Quality extraction row with edit and delete icons, and a New Category button

Extractions card with a category and one extraction template

New Extraction in Lead Qualification modal with Name and Extraction Prompt fields, Free Text and Pre-defined answer type checkboxes, and two Possible Answers rows hot_lead and not_qualified each with a condition, plus Cancel and Save Extraction buttons

New extraction form with pre-defined answers

Extractions allow you to automatically capture structured data from call transcripts. Organize extractions into categories and define custom questions to extract specific information like lead quality, appointment details, customer sentiment, and more.

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Key features

Categories - Organize related extractions together (e.g., “Agent Handover”, “Visit Details”, “Lead Qualification”) Extraction Templates - Define what data to capture with:
  • Name - Descriptive identifier (e.g., “Call Outcome”, “Customer Sentiment”)
  • Extraction Prompt - Instructions guiding the LLM on what to extract
  • Answer Type - Free Text (open-ended), Pre-defined (categorical options), or both
Model - Set per category, not per extraction: every extraction in a category runs in one LLM pass on the model you pick (default: GPT 4.1 Mini) Extraction Library - Reuse an extraction you already built in another agent (My Extractions) or start from a ready-made template (Library) Testing - Validate extractions against sample or real transcripts before production deployment
Test Extractions side panel with Sales Call, Support Call and Appointment sample transcript buttons, Paste and Import tabs above a transcript text area, an Override LLM model for test run checkbox and a Run Test button

Test Extractions panel with a sample transcript loaded

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Common extraction categories

Agent handover

Detect when calls need human intervention

Lead qualification

Extract budget, timeline, decision-maker info

Visit details

Capture appointment times, dates, confirmation status

Customer sentiment

Analyze satisfaction levels and feedback
Learn how to create and manage extraction templates, configure answer types, and test extractions in the Using Extractions guide.

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Use cases

CRM updates

Automatically update customer records after calls

Lead scoring

Extract qualification data from sales calls

Compliance logging

Capture required data points for regulations

Performance tracking

Analyze conversation outcomes and metrics

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Next steps

Inbound calling

Configure inbound call settings

Tools tab

Add function tools and APIs

Call history

View call logs and transcripts

Webhooks guide

Learn about webhook events