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What is the Tasks Tab?

The Tasks Tab enables you to configure post-call actions that run automatically after each conversation ends. Set up conversation summaries, structured data extraction, and custom webhooks to integrate your voice AI agent with your existing systems and workflows.
Access Bolna playground from https://platform.bolna.ai/.
Tasks management interface in Bolna Playground displaying conversation summaries, structured data extraction, evaluation settings, and custom webhook configurations for post-call automation

Tasks Tab on Bolna Playground

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Available task types

  1. Generate conversation summary - Create a generic summary of the conversation
  2. Extract structured information - Capture specific data from the conversation in JSON format.
    Write your prompt in the following template:     
variable_name (example ; Payment_mode) : Clear actionable on what to yield and when (Yield the type of payment that the user agrees to pay with). Actionable could be open-ended or classified (If user wants to pay by cash, yield cash. Else yield NA)
  1. Custom webhooks - Create your own webhook to ingest or send out information post closure of conversation. Perfect for CRM integration, notifications, and workflow automation.

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Next steps

Ready to automate post-call actions? Explore related features: For webhook integration help, check the API documentation or contact support.
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