Automating Workflows with Auto Actions

🌍 Please note: This feature is currently only available to customers in the UK and US.

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Understanding Auto Actions & Descriptive Tags

Beam Talk uses AI classification to understand the context of every call and apply Descriptive Tags automatically (e.g., identifying whether a caller discussed bin collection, adult social care, or signposting).

Auto Actions take these descriptive tags and trigger immediate follow-up workflows without manual intervention.

How Auto Actions Work

1. Call Analysis: When a call concludes, Beam Talk analyses the conversation and tags it based on the topics discussed.

2. Rule Triggering: If a tag matches an automated rule configured for your team, Beam Talk executes the action instantly.

3. Examples of Auto Actions:

   • Auto-assigning notes tagged Adult Social Care to the duty care team.

   • Automatically marking purely informational notes (e.g., Opening Hours Inquiry) as Complete.

   • Routing notes with high-priority flags directly into specific team queues.

This automated triage allows multiple departments to share a single Beam Talk phone agent while maintaining isolated queues for their respective teams.