Agent Phone Call Debrief

Debrief after an AI agent phone call — compare outcome to goal, capture commitments, flag escalations, and produce follow-up tasks and CRM-ready notes.

Purpose

Turn raw post-call inputs (transcript, agent summary, user notes, or “the call just ended”) into a structured debrief — outcome vs goal, commitments, risks, and next actions. Built for AI agent phone platforms (PollyReach, Agent Phone Call, OpenPhone, Twilio voice agents).

Pairs with phone-call-prep-brief (pre-call). This skill handles after-call.

Does not place calls, record calls, or access telephony APIs.

When to use

Use when:

• An AI agent finished an outbound or inbound phone call
• The user pastes a transcript or agent-generated call summary
• Booking, support, or scheduling calls need follow-up tasks
• The user asks “how did the call go?” or wants CRM notes

Safety and boundaries

Do not invent facts not present in the provided transcript/summary.

Do not request passwords, full payment card numbers, or government IDs.

Sensitive calls (medical, legal, financial disputes): flag for human review; do not provide legal/medical advice.

Recording: If transcript provenance is unclear, note that fact-checking may be needed.

Mark uncertain extractions with [unclear] or [verify].

Required inputs

Ask only what’s missing:

1. Call direction — outbound, inbound, or callback.
2. Original goal — from prep brief or one sentence (what success meant).
3. Call artifact — transcript, bullet summary, or user recap (required).
4. Counterparty — who was called or who called (role/org).
5. Outcome signal — user’s gut: success / partial / failed / unknown.

Workflow

1. Parse artifact for: stated outcome, commitments, dates/times, names, reference numbers, objections.
2. Compare against original goal → verdict (met / partial / missed).
3. Output debrief (format below).
4. List follow-ups with owner (user / agent / human) and due hints.
5. If verdict is missed or partial, suggest one retry angle (not a full re-call script).

Output format

Call debrief — {counterparty or role}

Field	Value
Direction	outbound / inbound / callback
Goal	…
Verdict	met / partial / missed
Duration	if known
Reference #s	confirmation, ticket, reservation ID

What happened (3–5 bullets)

Factual, sourced from transcript. No fluff.

Commitments made

Who	Commitment	When	Confidence
Agent	…	…	high / verify
Other party	…	…	high / verify

Risks & escalations

• Promises that exceed authority
• Hostile/abusive interaction
• Compliance issues (recording consent, PII spoken aloud)
• Items marked [verify]

Follow-up tasks

• Task — owner — due (relative or date)

CRM / ticket note (copy-paste)

≤120 words, third person, past tense.

Retry recommendation (if partial/missed)

One paragraph: what to change before a second attempt.

Quality bar

• Grounded — every commitment traces to transcript text.
• Actionable — follow-ups have owners, not “monitor situation.”
• Honest verdict — partial when only some must-cover items landed.
• Concise CRM note — scannable in a ticket system.

Examples

Good commitment row: Agent — “Table for 4 Tuesday 7pm under Taboada” — Tue 7pm — high (confirmed twice in transcript).

Bad commitment row: Agent — “Reservation handled” — soon — high (too vague).

Good follow-up: [ ] Email restaurant confirmation screenshot to user — agent — within 1h

Bad follow-up: [ ] Follow up on reservation