Call Dispositions
A disposition is the outcome tag a team member picks right after a call ends — "Interested," "No Answer," "Not a Fit," whatever fits your process. It turns "what actually happened on that call" into structured data you can automate and report on.
Setting up custom dispositions
- Go to Settings > Phone System > Voice > Call Dispositions.
- Add, edit, or remove options to match your own sales or support process — you're not limited to the defaults.
- Save.
You can have up to 10 dispositions active at once, so pick ones that map to real, distinct next steps rather than an exhaustive list.
Using them
After a call, the agent selects a disposition from the configured list. It's optional, but selecting one consistently is what makes the data useful.
What dispositions power
- Automations — the Call Details workflow trigger can fire based on the disposition selected, so you can automatically send a follow-up text, re-enqueue a lead, or apply a tag.
- Reporting — dispositions populate the call reporting dashboard so you can see outcomes across your team, not just call counts.
Renaming a disposition later won't break workflows built on it — the underlying reference stays intact. Deleting one, however, will stop any automation that filters on it until you update that workflow's filter.
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