--- title: How to get Call Summary Data? description: Learn how to retrieve call summary data in Taalk using Post-Call Automation (webhook), AI Plugins, or the API. Get key insights from call interactions, including summaries, next steps, sentiment ratings, and custom questions. --- [Skip to content](https://knowledge.taalk.ai/how-to-get-call-summary-data#main-content) Open main navigation Close main navigation How can we help you today? - There are no suggestions because the search field is empty. 1. [Taalk Academy](https://knowledge.taalk.ai/?hsLang=en) 2. [AI Force](https://knowledge.taalk.ai/ai-force?hsLang=en) 3. [Agent Plugins](https://knowledge.taalk.ai/ai-force?hsLang=en#agent-plugins) April 2, 2025 # How to get Call Summary Data? ## Learn how to retrieve call summary data in Taalk using Post-Call Automation (webhook), AI Plugins, or the API. Get key insights from call interactions, including summaries, next steps, sentiment ratings, and custom questions. ### How to Get the Summary Data from a Call #### Overview Taalk provides an automatic summary for every call, generated after a predefined number of messages. By default, this threshold is three messages before the summary is created. There are three primary methods to retrieve the call summary: 1. **Post-Call Automation (Push Event)** – Automatically receive the summary via a webhook after each call. 2. **Plugin (Push Event)** – Use a plugin to process and push summaries after a call if the Post-Call Automation is already occupied. 3. **API (Fetch Event)** – Retrieve the summary manually by calling the API with the session ID. --- ### 1. Post-Call Automation Taalk offers a **post-call summary webhook** that can be configured to push call summaries automatically to your specified endpoint. #### Steps to Configure: 1. Navigate to **Agent Settings** in the Taalk platform. 2. Scroll down to the **Post-Call Automations** section. 3. Enter any additional questions you want to be included in the call summary. 4. Provide the **Webhook URL** to receive the summary payload. #### Example Summary Payload: ``` { "_id": "677db9d0c2141fb3054828a6", "event": "finish", "status": "completed", "name": "Toma", "phone": "+17047058647", "createdAt": "2025-01-07T23:33:36.780Z", "startedAt": "2025-01-07T23:33:44.305Z", "duration": 100959, "durationAfterTransfer": 0, "hasSentSMS": false, "hasRedirectCall": false, "dnc": false, "agent": { "id": "677d8e641023955dcc67760a", "name": "Cal Appointment Scheduler" }, "summary": [ { "key": "Quick recap", "value": "Eric from SpiritVault called Toma to set up a meeting with the sales..." }, { "key": "Next steps", "value": "Eric will send an invitation with the appointment details to Toma's..." }, { "key": "Summary of key topics", "value": "- Appointment scheduling\n- Confirmation of email address" }, { "key": "Rate the Sentiment of the call in 0~10", "value": "8" }, { "key": "The user refused to accept a phone call", "value": "False" } ], "amd": false, "human": true} ``` > **Note:** If the **Post-Call Automation** webhook is already used by another integration (e.g., scheduling automation), consider using a **Plugin** as an alternative. --- ### 2. Plugin If the **Post-Call Automation** webhook is already utilized, you can configure a **Plugin** to run after the call and extract the summary. #### Steps to Configure: 1. In the top navigation, go to **AI Workforce** → **AI Plugins**. 2. Create a **New Plugin** or select an existing one. 3. Create a **New Trigger** and configure it as follows: - **Trigger By** → `Finish` (triggers the plugin after the call ends). - **Transcript Segments** → `Before Transfer` - `"Before Transfer"` → Uses transcript from the AI agent before a human agent takeover. - `"After Transfer"` → Uses transcript from the live agent after transfer. - `"All"` → Uses the full transcript, both AI and human agent interactions. 4. Define **preprocessor questions** for summary extraction. 5. Set **Action Type** → `Webhook`: - Set **HTTP Method** → `POST` - Define the webhook **URL** to receive the summary. - Set the **POST body** to `<_gpt>` (stores the AI-generated summary). #### Plugin Preprocessor Example: ``` ## OBJECTIVE You are analyzing a call transcript between a customer and an agent. Answer questions and format response into a JSON object using template. ## Questionssummary: What is concise summary of the call? next_steps: What are any next steps?## TEMPLATE```json{ "summary": string value, "next_steps": string value}``` ``` #### --------------------------------------------------------------------------------- ### 3. API: If you have the **call-session ID**, you can fetch the call summary using Taalk’s API. ``` GET /api/calls/{call-session-id}?fields=summary ``` #### If you have the **call-session ID**, you can fetch the call summary using Taalk’s API. #### Example Request: ``` https://lets.taalk.ai/api/calls/67abf3e977fc180999836a21?fields=summary ``` #### Example API Response: ``` { "payload": { "_id": "67abf3e977fc180999836a21", "amd": false, "summary": [ { "key": "Quick recap", "value": "The caller attempted to verify the homeowner's ..." }, { "key": "Next steps", "value": "None, as the callee indicated that the caller had the wrong number." }, { "key": "Summary of key topics", "value": "The callee confirmed they did not inquire about solar panels and ..." }, { "key": "Rate the Sentiment of the call in 0~10", "value": "3" }          ... ] }} ``` --- ### Conclusion To obtain call summary data in Taalk, you can choose from three methods: - **Post-Call Automation** → Set up a webhook for automatic summary push. - **Plugin** → Use an AI Plugin to extract summary data when other webhooks are occupied. - **API** → Fetch summaries manually via an API request. 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