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# What AfterCall services does MyOperator offer and how do I enable each one?

# AfterCall automations — quick start and setup guide

Quick answer

MyOperator offers multiple AfterCall automations that trigger the moment a call ends. You can:

1. Send an SMS
1. Send an Email alert
1. Push Call Logs via Webhook
1. Auto-sync call details to your CRM
1. Send WhatsApp messages (NEW — WhatsApp API required)

All services can be configured in under a few minutes and verified via Notification Logs, Webhook Logs, or your CRM.

## When should I use this guide?

Use this guide if you want to automate “next steps” after a call:

* Sending follow-up or acknowledgement messages
* CRM updates
* Supervisor notifications
* Triggering workflows in external systems
* Sending WhatsApp notifications for improved engagement

This reduces manual work and ensures faster, consistent follow-ups.

---

## 1 — After call services at a glance

| Service | What it does | Typical Triggers | Common Uses |
| --- | --- | --- | --- |
| AfterCall SMS | Sends templated SMS to customer or agent | Missed, Voicemail, Answered | Callback links, survey URLs, thank-you text |
| AfterCall Email | Sends call details via email | Missed, VIP caller, Long calls | Supervisor alerts, QA review, shift monitoring |
| Webhook (Call-Log Push) | Sends call data (JSON) to your server | Any call completion | Trigger workflows, DB updates |
| CRM Sync | Creates/updates lead/activity | Any call completion | Auto-logging calls in CRM |
| NEW: AfterCall WhatsApp Message | Sends templated WhatsApp messages | Missed, Answered, Voicemail | Fast customer engagement, CSAT surveys, callback instructions |

---

## 2 — Prerequisites (common to all)

* Admin role in MyOperator (to create/configure automations)
* SMS: sufficient SMS credits and correct E.164 numbers
* Email: verified sender address (or SMTP configured)
* Webhook: HTTPS endpoint that accepts POST + returns 2xx for success
* CRM: Connected CRM app / authorised user and mapping ready
* WhatsApp AfterCall: an approved WhatsApp template for business-initiated messages and sufficient Meta message quota/account balance

---

## 3 — Set up SMS notifications

1. Dashboard → Call → AfterCall SMS.
1. Recipients: Customer, Agent, Custom number, or Department.
1. Trigger: Missed, Answered, Voicemail, etc.
1. Template: Compose text. Variables available: `{{caller_number}}` `{{department_name}}` `{{call_id}}` `{{timestamp}}`.
1. Save and toggle Enable.

![Set up SMS notifications](https://content.api.getguru.com/files/view/6547d87c-fb7f-4836-bd5a-1a367b3edc74)

---

## 4 — Set up Call-Log Push (webhook)

1. Dashboard → APIs & Webhook → Calling Webhooks → Webhooks (AfterCall).
1. Endpoint URL
1. Event filter: All / Missed / Answered / Voicemail.
1. (Optional) Headers: `X-Shared-Secret: your-secret`.
1. Test: Click Send test event; expect HTTP 2xx.
1. Save and toggle Enable.

![Set up call-log webhook](https://content.api.getguru.com/files/view/428bbc43-cd0f-4d83-a29d-de9c22257240)

---

## 5 — Set up CRM data sync

1. Integrations → CRM → (Select CRM).
1. Click Connect and authorise the app/user.
1. Field mapping:

| Call Field | CRM Field |
| --- | --- |
| caller_number | Lead/Contact Phone |
| outcome | Call Status |
| recording_url | Attachment / Link |

1. Rules: Upsert by Phone → Create if not found.
1. Toggle Attach recording (optional) and Enable.

---

## 6 — Set up email alerts

1. Manage → Automations → AfterCall → Email.
1. Add Recipients (users, groups, external).
1. Trigger: Missed, VIP caller, Long duration > X min.
1. Subject/Body:
   1. Subject: Missed call from `{{caller_number}}`
   1. Body: Missed at `{{timestamp}}`. Ref: `{{call_id}}`.
1. Save and flip Enable.

---

## 7 — WhatsApp AfterCall (new)

We now provide the after-call WABA service, so that we send the after-call SMS in the form of a WhatsApp message.

||| Warning
Important: WhatsApp business-initiated messages must use pre-approved templates. AfterCall WhatsApp uses templates to send messages after a call ends.

1. Ensure you have:
   * a live MyOperator WhatsApp account,
   * at least one approved template (Manage → WhatsApp → Templates),
   * sufficient message quota/account balance.
1. Manage → WhatsApp → AfterCall WhatsApp (or Manage → Automations → AfterCall → WhatsApp)
1. Select the WhatsApp account & phone number, choose trigger(s) (Missed / Voicemail / Answered), and pick an approved template.
1. Map template variables to call variables (or static fallback values).
1. Save and Enable.
1. Verify: check campaign/notification logs for WhatsApp send status and Meta message consumption.

### Notes/constraints

* WhatsApp templates are reviewed by Meta — approval time varies.
* Sending a template opens a paid conversation under Meta rules (billing & message limits apply).
* If you want free-form messages, the customer must first message you (opens a 24-hour window). AfterCall WhatsApp is for business-initiated templates only.

---

## 8 — How to confirm it worked (quick checks)

* SMS: Notification Logs → delivered/failed (1–3 min typical)
* Email: recipient inbox (check spam) (<2 min typical)
* Webhook: your server must return 2xx; check your access logs for POST events (real-time)
* CRM: activity/lead created in CRM (1–5 min typical)
* WhatsApp: check WhatsApp activity logs + Meta conversation counter; message status (sent/delivered) in panel

Always run one test call per service to confirm end-to-end flow.

---

## 9 — Edge cases & best practices

* Use `call_id` as a unique key (idempotency) to avoid duplicate processing.
* Queue webhooks and implement retries (exponential backoff) to handle transient failures.
* Respect privacy: purge recordings per policy and do not send PII over insecure channels.
* SMS: honour STOP/opt-out keywords and maintain suppression lists.
* WhatsApp: only use templates for business-initiated messages; avoid marketing content in transactional templates (Meta may reclassify/reject).
* For high volumes, stage and test on non-production numbers first.

---

## 10 — Troubleshooting matrix (common problems)

* SMS not delivered → No credits / invalid number.
  * Fix: Recharge, use E.164 format.
* Webhook 4xx/5xx → Auth/header mismatch or server error.
  * Fix: align headers, return 2xx on success.
* Duplicate CRM leads → Create-only rule used.
  * Fix: switch to upsert by phone.
* Email in Spam → Sender reputation.
  * Fix: add to allow-list, verify SPF/DKIM.
* WhatsApp not sent → Template not approved / insufficient message quota.
  * Fix: use the approved template, increase quota via FBM verification or balance top-up.
* Nothing triggers → Service disabled or incorrect filter.
  * Fix: enable the AfterCall toggle and verify trigger filters.

If you can’t resolve, escalate with: [support@myoperator.com](mailto:support@myoperator.com) — include Call ID, timestamp, service name, and a screenshot of the automation.

---

## 11 — Quick examples (real use cases)

* Missed call → SMS: “Hi, we missed your call from `{{caller_number}}`. Reply or click `{{callback_url}}` to request a callback.”
* Voicemail → Email: Supervisor gets an email: “Voicemail from `{{caller_number}}` at `{{timestamp}}` — recording: `{{recording_url}}`”
* Any call → Webhook: Push JSON to your ticketing system to auto-create a support ticket with `call_id`, `caller_number`, and `recording_url`.
* Answered → WhatsApp template: Send a post-call summary template with invoice/payment link (requires approved template & quota).

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Keywords: MyOperator AfterCall, post-call automation, webhook call.completed, SMS after missed call, CRM call logging