> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voicemetrics.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Extract Call Info

> The Extract Info action allows your voice agent to capture and store key details shared by the caller during a conversation. This is useful for collecting structured data like names, contact details, booking info, or custom lead qualifications—automatically and accurately.

## **How It Works**

1. The agent interacts with the caller during the conversation.
2. The **Extract Info** action identifies and extracts predefined data points.
3. Extracted data is stored in the **Conversation** future reference.
4. Data can be forwarded to external tools (like CRMs, Sheets) using the **#Post\_Call\_Event** action.

## **What You Can Extract**

You can extract one or more of the following from a single call:

* Name
* Phone Number
* Email Address
* Interest Level
* Booking Date / Time
* Call Rating
* Any custom field relevant to your workflow

<Note>
  Extracted values are tagged and stored automatically. **No need for manual input.**
</Note>

<img src="https://mintcdn.com/voicemetrics-47a09903/iMw5OUU-BThCwhyZ/images/extract1.png?fit=max&auto=format&n=iMw5OUU-BThCwhyZ&q=85&s=52c0c473bc9b3cb5465141baf41946a6" alt="Extract1 Pn" width="1920" height="1080" data-path="images/extract1.png" />

## **Setup Instructions**

1. Navigate to **Actions** → Select **Extract Info**.
2. **Define the fields** you want to extract from the conversation:\
   **Example:**
   * **What information should be extracted?**\
     *Describe the data you want to capture from the call.*\
     *e.g., Capture the caller's name from the conversation*
   * **Info Name**\
     *Provide a title for the field*\
     *e.g. Name*
   * **Info Type**\
     *Select the type of data to extract:*\
     *e.g. Text*
3. Click **Add Action** to complete the action setup.

<img src="https://mintcdn.com/voicemetrics-47a09903/iMw5OUU-BThCwhyZ/images/extract2.png?fit=max&auto=format&n=iMw5OUU-BThCwhyZ&q=85&s=9f2a9ccd9c49a05b24b35c15356b3787" alt="Extract2 Pn" width="1920" height="1080" data-path="images/extract2.png" />

## **Sending Data to Other Tools**

After data is extracted, use the #Post\_Call\_Event action to push this info to:

* CRM systems
* Google Sheets
* Webhooks or APIs
* Marketing tools

## **Best Practices**

* Clearly define what data to extract.
* Combine with #Post\_Call\_Event to create seamless workflows.
* Test with sample calls to validate the accuracy of extraction.
