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Documentation Index

Fetch the complete documentation index at: https://docs.anyreach.ai/llms.txt

Use this file to discover all available pages before exploring further.

Anyreach agents can trigger workflows at three points in a conversation’s lifecycle: before a call begins, after a call ends, and during an active conversation.

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Overview

TriggerWhen it firesExecution modeUse for
Pre CallBefore the call beginsSyncFetch caller context, decide whether to dial, set greeting variables
Post CallAfter the call endsAsyncSummaries, CRM writes, notifications, follow-up scheduling
Ongoing ConversationDuring an active callSyncReal-time look-ups, mid-call actions, tool invocations by the agent

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Pre Call trigger

Runs once before the call connects. For outbound calls, this fires before dialing. For inbound calls, it fires between the incoming ring and the agent picking up.

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Use cases

  • Look up the caller in your CRM and inject context into the agent’s system prompt
  • Check a do-not-call list and skip the call if the contact is on it
  • Set greeting variables (e.g., the contact’s first name) that the agent uses in its opening

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What’s in ctx

{
  "trigger": {
    "type": "pre_call",
    "conversation_id": "conv_...",
    "agent_id": "agent_...",
    "phone_number": "+15551234567",
    "direction": "outbound"
  }
}

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Latency consideration

The call is waiting. Pre Call workflows should complete in under 5 seconds — longer delays cause the caller to hear silence before the agent speaks.

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Post Call trigger

Runs once after the call ends. The conversation transcript and metadata are available.

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Use cases

  • Summarize the conversation using an AI expression
  • Write a CRM activity (HubSpot, Salesforce)
  • Send a Slack notification with call summary and duration
  • Score the call and route to the right team
  • Schedule a follow-up callback or email

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What’s in ctx

{
  "trigger": {
    "type": "post_call",
    "conversation_id": "conv_...",
    "agent_id": "agent_...",
    "phone_number": "+15551234567",
    "direction": "outbound",
    "duration_seconds": 247,
    "status": "completed",
    "transcript": "Agent: Hello, this is... User: Hi, I'd like to..."
  }
}
The Post Call trigger inspector shows a Custom Metadata section. Click + Add Custom Metadata to attach additional key-value data to the trigger for use in downstream steps.

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Latency consideration

Post Call runs asynchronously — the call has already ended. You can use Wait steps and long-running operations freely.

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Ongoing Conversation trigger

Fires during an active conversation, typically when the agent’s LLM decides to invoke a workflow as a tool. The agent can look up data, place orders, update records, or take other actions mid-call.
Post Call trigger configured in inspector
  • The Arguments section in the inspector specifies which input values the Conversational Agent must provide when invoking the workflow. Define these fields to ensure the agent supplies all necessary data for the workflow to execute properly.
  • The Custom Metadata section in the inspector can be confiugred to accept any additional data from the conversational agent.

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Use cases

  • Look up a customer’s order status
  • Book a meeting or schedule a callback
  • Transfer context to a human agent
  • Run a real-time compliance check

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Latency consideration

The user is on the line waiting. Ongoing Conversation workflows should complete in under 2 seconds. Tips:
  • Keep the workflow short — 1–3 steps
  • Avoid Wait steps
  • Return a concise string from the Output step for the agent to speak

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Setting up conversation triggers

Conversation triggers are configured directly on the Agents configuration section as an inline workflow:
1

Select An Agent To Configure

Choose an “Agent” that you want to configure a Conversation related trigger.
2

Select **Abilities & Actions**

In the Agent Configuration, select Abilities & Actions section
3

Configure and save

Configure any options in the inspector, then click Save.
4

Deploy the workflow

Click the Deploy button (lightning icon). Only deployed workflows fire automatically.
5

Attach to an agent

In the agent’s settings, attach the workflow as the Pre Call, Post Call, or tool workflow for that agent.
Post Call trigger configured in inspector
  • The agent configuration panel displays separate sections for Pre Call, Post Call, and In-Call workflows, each labeled with when they will trigger.
  • Click Add Workflow to create a new workflow for the selected trigger.
  • An inline workflow builder will appear, allowing you to define the workflow’s business logic and configuration without leaving the agent setup page.
Post Call trigger configured in inspector
  • The inline workflow builder is directly accessible within the agent configuration screen.
  • You can create and edit workflows without leaving the agent setup process.
  • Workflows built here are automatically attached to the agent as Pre Call, Post Call, or In-Call automations.
  • This streamlined experience reduces context switching and speeds up configuration.