Email a caller after a call
After a call, Chattoko's AI writes a follow-up email from what was said. Check it, send it in two taps, and the caller's answer lands in a ticket.
Steps
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In Call ▸ Conversations, open the call. Under AI Summary, find Follow-up email (draft): the AI wrote it from the call.
Read the draft, and change the Subject or the words if you need to.
In To (email), pick a suggested address or type the caller's. Only an address on the caller's record works, so a follow-up never reaches the wrong person.
Press Send. The box turns into Follow-up email, with who sent it and Open ticket.
To write your own email about the call, press Email at the top of the call page. It says which call it's about, and Help me write can sum up what you agreed.
For calls your AI answers alone, open Call ▸ AI Agent and, under After the call, turn on Email callers a summary.
When the caller is a Shopify customer matched to their number, or a contact your team linked to that number, the AI then offers a summary before saying goodbye, and sends it only if they say yes.
Check it worked
The call page shows Follow-up email with Open ticket, and in that ticket your email says Delivered once it arrives.
If it didn't work
- It says the address isn't on the caller's record.
- A follow-up only goes to an address Chattoko already links to that phone number: the call's own email, a contact with that number or one a teammate linked to the caller, a matched Shopify customer, or an order with that number. Add the email to their contact in Customers ▸ Contacts, then send.
- The call has no Follow-up email (draft).
- The draft comes with the call's AI summary, so a call that is still being summed up, or was too short to sum up, has none. Press Email at the top of the call page to write one yourself.
- The caller asked for a summary, but none was sent.
- The call page says why: for example the call went to your team, or an automatic summary already went to that address today. Someone from the team can press Email and write to them.
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