Voice agents update Dapta CRM contacts after each call

What your voice agent learns on a call no longer stays in the call log. Dapta CRM is a new after-call destination: after every call the agent finds the contact by its phone number, fills the fields you choose, can move it to a pipeline stage and leaves a note with what happened.

How to set it up

1. Open your voice agent, go to the Call Analysis tab and, under After-call destinations, click Add destination and choose Dapta CRM.
2. Choose the fields: for each CRM field, pick the call data that fills it, such as the summary or a variable your agent extracts. Auto-map fills the fields whose names match, and Create new field adds a field without leaving the setup.
3. Move to a stage (optional): pick a pipeline and add rules, such as move to Interested when interested is yes. The first rule that matches wins.
4. Leave a note (optional): build it as a Data list or write Free text and add call data with / or Add variable. The preview shows how it will look on the contact.
5. Click Save destination, then Test now to try it with the agent's last call.

After each call

Open History on the destination's card to see every call it handled: which fields were written or skipped and why, whether the contact moved stage, and whether the note was added. In the CRM, the contact's Notes tab shows the agent's note with its name and a View call link.

Good to know

• Create the contact if it doesn't exist is on by default: a phone number that isn't in the CRM yet becomes a new contact.
• On inbound calls only empty fields are filled; outbound calls update fields with the newest value.
• Only contacts already in the CRM are moved, and a contact in a won or lost stage stays where it is.
• Web calls and test calls don't write to the CRM. A test never moves the contact and never saves the note: it shows what would happen.
• A note never overwrites anything, and each agent can have one Dapta CRM destination.