Overview

The Action Builder for Voice AI has been completely redesigned to give you a cleaner, faster, and more intuitive experience. This update introduces a card-based layout, tabbed structure, and streamlined workflows that make it significantly easier to create, manage, and review what your Voice AI agent does both during and after a call with prospective families.

Enable This Feature

Go to Settings > Labs and enable "Voice AI - Separate During and Post Call Actions"

[SCREENSHOT: Settings > Labs screen showing the Voice AI toggle enabled]

What's New

Card-Based Interface

Actions now appear as individual cards. You can easily scan, sort, and organize actions with improved visual clarity.

Tabbed Layout

Actions are split into During the Call and After the Call sections. Each tab displays the total number of actions you've configured.

[SCREENSHOT: Voice AI action builder showing the two tabs with action counts]

Streamlined Creation Flow

A bold "New Action" button makes it quick and easy to add actions.

Individual Action Modals

Every action type opens in its own focused modal. No more switching tabs or scrolling through long forms.

Quick Delete Option

Delete actions directly from the action card menu—no need to open the editor.

Key Improvements

Improved Visual Hierarchy

Action types are now easier to distinguish with better labels and grouped layouts.

Simplified Editing & Deletion

Edit or remove actions in fewer clicks—right from the action card.

Built-In Constraints & Smart Guidance

Visual counters show you how many of each action type you're using. Tooltips and inline guidance prevent misconfiguration:

  • Max 15 total actions during a call
  • Only 1 appointment booking action allowed
  • Up to 25 contact field update actions after a call
[SCREENSHOT: Action card showing the counter and constraint message]

How to Use It

  1. Open the Voice AI agent you want to edit
  2. Click on the agent goals section
  3. Click the "New Action" button
  4. Choose the type of action you want to configure (for example, call transfer)
  5. A focused modal will appear—fill in the required details
  6. Click Save

Your new action will appear as a card under the appropriate tab.

[SCREENSHOT: New Action modal for call transfer with fields filled in]

Supported Action Types

During the Call

  • Call Transfer — Route calls to your staff when needed
  • Trigger Automation — Start an automation based on call details
  • Send Text Message — Send an immediate text to the parent
  • Book Appointment — Schedule tours or consultations directly during the call
  • Custom Actions (Beta) — Build your own actions

After the Call

  • Update Contact Fields — Automatically update parent or family information based on the call
Pro Tip: Use "After the Call" actions to keep your parent records up to date automatically. For example, update enrollment status, tour interest, or notes based on what the Voice AI learned during the conversation.