CloudTalk VoiceAgent helps you extract structured data from inbound and outbound calls using AI. This data can then be sent directly to your connected CRM or helpdesk system, enriching contact profiles with insights from real conversations.
User Level:
Admin
Supported integrations
Exporting VoiceAgent data is currently available for:
What gets exported
Data exported through native integrations for VoiceAgent calls is defined in the Extract Information skill configured for that VoiceAgent. This skill determines which fields are captured from the conversation and included in the exported data, such as summaries, caller details, confirmation statuses, or other custom properties.
To learn how to configure extracted fields and structure the exported data, see the dedicated Extract Information documentation.
How Your CRM Gets the Data
When a VoiceAgent handles a call, it processes the transcript after the call ends. Your prompt defines what information the AI should extract. The result is a JSON object with the values you asked for.
CloudTalk then sends this JSON result to your connected CRM as part of a call log.
Example: Exported Call Data in HubSpot
Once everything is set up, the data extracted by VoiceAgent is sent to your connected system and automatically logged in the relevant record.
Here’s what the exported call data can look like in HubSpot:
The extracted information appears as part of the call note. This makes it easy for your team to review the outcome of the call without listening to the full recording.
Note that in order to export calls to HubSpot for numbers that are not yet saved as contacts, the setting "Create new contacts in HubSpot for unassociated call numbers" must be enabled in your CloudTalk integration settings.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!