Run a workflow after each phone call
You can connect a Hatz workflow to your AI Phone Agent so that the workflow runs automatically every time a call ends. Hatz sends the full call transcript into the workflow, so you can summarize the call, draft a follow-up, file a ticket, update a record, or anything else your workflow does — without anyone starting it by hand.
This is called the agent's post-call workflow. It is optional, off by default, and set per phone agent. The caller never sees it: the call ends normally and the workflow runs in the background afterward.
How it runs
The workflow runs automatically when each call ends. The agent does not decide during the call whether to run it — if a post-call workflow is configured, it runs on every completed call.
It runs in the background. The call has already ended, so the caller never waits for it and never knows it ran.
The only thing sent into the workflow is the call transcript as plain text, one line per turn. No other call details are passed in this version.
Each agent can have one post-call workflow at a time.
Which workflows can be used
When you pick a post-call workflow, Hatz only shows workflows that are eligible. A workflow is eligible when all of the following are true:
You created it. The picker lists only workflows you built yourself. Workflows shared with you by someone else, and the built-in Hatz Official templates, do not appear here. If you want to use a template, make your own copy first.
It is published. Drafts cannot be selected. Publish the workflow first, and keep it published — if you later unpublish or delete it, it stops running.
It has a text input for the transcript. The workflow needs at least one paragraph or short-answer input so Hatz has somewhere to put the transcript.
A call can fill all of its required inputs. Because a call only provides the transcript, a workflow that requires other answers (for example a required file upload, or more than one required field) cannot be used. Make those extra inputs optional, or remove them, to make the workflow eligible.
If a workflow you expected is missing from the list, it is usually because it is still a draft, was created by someone else, or asks for inputs a call cannot provide.
Who the workflow runs as, and who pays
This is worth understanding before you turn it on:
Run history: each post-call run is recorded under the workflow's creator — the person who built the workflow. That is where you will find these runs, not under the phone agent.
Credits: the run is billed to the phone agent's workspace (the team that owns the agent and its phone number), not to whoever owns the workflow. The agent's workspace pays for its post-call runs, and that workspace's usage limits apply.
How to set it up
Before you start, make sure you have a published, eligible workflow (see above) and a phone agent.
Open the phone agent you want to change (or create a new one) and go to the Call Settings tab.
Turn on Run a workflow with the call transcript after each call ends.
Choose Select an eligible workflow and pick one of your workflows from the list.
Under Send transcript to, choose which text input should receive the transcript. If the workflow has only one text input, Hatz selects it for you.
Save the agent. The post-call workflow now runs after every call to that agent.
To turn it off later, return to Call Settings, switch the toggle off, and save. To change which workflow runs, pick a different one and save.
Things to keep in mind
It runs on every completed call to that agent, so build the workflow to handle short or low-content calls (such as wrong numbers or hang-ups) gracefully.
Only the transcript is sent in this version. If your workflow needs the caller's number or other call details, the transcript is currently the only input.
If the phone agent's workspace is out of credits or over its usage limit, the post-call run is skipped for that call.
A post-call run failing never affects the call or the call summary email — the call still completes and is logged normally.
Troubleshooting
The workflow didn't run after a call. Confirm the workflow is still published (not reverted to draft or deleted), that it is still selected in the agent's Call Settings, and that the agent's workspace still has credits available.
I can't find the run. Post-call runs appear in the run history of the person who created the workflow, not under the phone agent.
My workflow isn't in the picker. It must be one you created, published, with at least one paragraph or short-answer input, and no required inputs a call cannot fill.
Still stuck? Contact support with the phone agent's name, the phone number, the workflow name, and the approximate time of the call.