Overview
The Options tab contains all remaining settings relevant to call operations: phone number assignment, cost protection, call recording, voicemail, and the two key features AI Data Extraction and Post-Call Actions.
Phone Number
Assign a phone number to the agent – the number from which it will place calls. All numbers you have registered under Phone Numbers in SalesFrank are available for selection.
Maximum Call Duration
Set a maximum call duration (e.g., 10 minutes). Calls exceeding this limit are ended automatically. This acts as a cost safeguard to prevent individual conversations from running disproportionately long.
Call Recording
Enable or disable recording of calls as audio files. Be aware of the applicable data privacy regulations in your region. In many countries, all parties must be informed about recording.
Voicemail Detection
Enable
Enable voicemail detection so Frank automatically recognizes when an answering machine picks up instead of a real person.
Voicemail Message
When voicemail detection is active, you can define a voicemail message. Frank will automatically speak this message when it detects a voicemail. Lead variables are available here as well for personalization.
This feature lets you define which information Frank should automatically extract from the transcript after each call.
How It Works
After every call, the full transcript is sent to a dedicated AI model. This model’s job is to extract or classify the variables you have defined. Extracted values appear in the lead table and are also available in Post-Call Actions.
Creating a Variable
For each variable, define:
| Field | Description |
|---|
| Variable name | A unique identifier (e.g., email_captured, budget, interest_product_a) |
| Type | Text, Boolean (Yes/No), or Enum (selection from predefined values) |
| Description | Instruction for the AI: what to extract or classify |
| Variable | Type | Description |
|---|
email | Text | The email address the lead mentioned during the call |
appointment_interest | Boolean | Did the lead show interest in booking an appointment? |
product_category | Enum (A, B, C) | Which product category did the lead express interest in? |
budget_available | Boolean | Did the lead indicate that a budget is available? |
Post-Call Actions
After each conversation, SalesFrank can automatically trigger one or more actions. There are two types:
Email Notification
Configure one or more email notifications to be sent after specific calls.
Settings per notification:
| Field | Description |
|---|
| Name | Label for the notification (internal use) |
| Subject | Email subject line |
| Recipient | Email address (internal recipients only – not for leads) |
| Condition | When should the email be sent? |
| Body | Free-form email text with variables |
Email notifications are exclusively for internal recipients (e.g., yourself or your team). They cannot be used to send emails to leads.
- Always
- Outcome is
INTERESTED
- Outcome is
NOT_INTERESTED
- Outcome is
CALLBACK_REQUESTED
- Outcome is
MEETING_BOOKED
- Outcome is
NO_ANSWER
- Outcome is
CALL_TRANSFER
Custom AI condition – write your own condition prompt in plain language. The AI evaluates after each call whether the condition is met.
Available variables in the email body:
- Lead standard fields (name, phone, email, company)
- All custom lead variables
- Call outcome
- Transcript summary
- Link to the call
- Call duration
- All AI data extraction variables
API Request (Webhook)
SalesFrank sends an HTTP POST request to a URL you specify after every call. The exact structure of the request is visible in the dashboard.
This lets you integrate SalesFrank seamlessly into your own processes – for example with:
