Eliza call automations

Overview

Eliza's call automations help keep you informed of the work Eliza is doing on your behalf over the phone. When specific events occur during a call — like Eliza speaking to a job seeker or taking a message — automations can notify the right people automatically. Automations here only cover calls; there's no equivalent for chat yet.

Where to find it

Navigate to Eliza → Automations → Calls, or Settings → Automations → Eliza

• Both show the same page. Each automation appears as a card showing its status (Enabled/Disabled) and, once enabled, how many of your homes are set up (for example "2/4 locations").

How it works

Job seeker call notifications

When Eliza handles a call from someone asking about work, she categorises it as a Job seeker call and this automation emails your chosen recipients.

The email includes the home, the caller's name and phone number, whether they asked for a callback, and the details Eliza gathered — role interest, experience, availability and right to work in the UK — plus a summary and a link to the full call.

Message notifications

When Eliza takes a message during a call — from a supplier, a healthcare professional, a family member, anyone who isn't a job seeker — this automation emails the message to team members you choose.

The email includes the home, the caller's name, number and company, the type of caller, the message itself, and a link to the call in Found.

Note: The two automations don't overlap — job-seeker calls only ever trigger the job-seeker email, and messages from everyone else trigger the message email. Both are also separate from the follow-up task and enquiry link that Eliza creates automatically for every call — that happens regardless of anything configured here, and isn't something you turn on or off from this page.

Setting up an automation

Job seeker call notifications:

1. On the card, select Enable.

2. Under Recipient emails, add one or more email addresses for each home — select "Add another" for more than one. These can be any email address, whether or not the person uses Found.

3. Save.

Message notifications:

1. On the card, select Enable.

2. Under Who, select one or more team members for each home from the dropdown of that home's Found users.

3. Save.

Either way, a home only receives notifications once it has at least one recipient — Save is blocked until at least one home is configured.

Rules and permissions

• Requires Eliza call handling to be enabled for your workspace.

• Enabling or editing an automation requires edit permission on Automations. Without it, the card opens in read-only view (the button reads "View" instead of "Enable" or "Manage").

• At least one home must have a recipient configured before an automation can be saved.