Quick Start
1
Go to Agent Settings
Navigate to your agent and scroll to the Custom Call Outcomes section
2
Click + Add
Create your first outcome
3
Configure the outcome
- Name: Short label (e.g., “Appointment Booked”)
- Type: Boolean, Text, Number, Category, or Multi Category
- Instructions: Clear description of what to extract from the transcript
4
Save
Your agent will now extract this outcome from every new call
Add call outcomes with Charlie
You don’t have to set outcomes up by hand. Charlie, the AI assistant in the Agent Builder, can create and refine them for you. Describe what you’d like to track and Charlie sets it up in your agent’s draft for you to review.- Add a new outcome (yes/no, number, text, category, or multi-category)
- Refine the instruction so the extraction picks up the right cases
- Turn on the “reason” toggle so each value comes with a short explanation
- Turn a yes/no outcome into a dashboard metric
- What Are Call Outcomes?
- Use Cases
- Outcome Types
Think of call outcomes as giving telli a checklist of questions to answer about every call:
- “Did the caller book an appointment?” → Yes / No
- “What was the caller interested in?” → Free text answer
- “How satisfied was the caller?” → Positive / Neutral / Negative
- “How many units did the caller want to order?” → A number
- “Which topics did the caller mention?” → One or more options from your list
- Configuration Options
- Good to Know
When creating a call outcome, you’ll configure these fields: