Call Disposition Templates

What a Disposition Is

A disposition template specifies the name, visual appearance, and
behavioral flags that determine what happens when this
disposition is applied to a call.

Key Fields

• Name: the display label (e.g., "Not Interested", "Leave Voicemail", "Add to DNC").
• Key: a normalized token unique per company, used for programmatic identification.
• Hint: description text shown to agents explaining when to use this disposition.
• Text color and Background color: colors used to style the disposition button in the agent widget.
• Font size: button font size in pixels (5 to 30).
• Company: the owning company.
• Display order: controls the sequence in the agent widget.

Behavioral Flags

Each disposition carries boolean action flags
that control what happens when the disposition is applied:

• Apply call answered: marks the call as answered.
• Apply agent handled: marks the call as handled by an agent.
• Apply buyer handled: marks the call as handled by a buyer.
• Apply qualified: marks the call as qualified.
• Apply end of schedule: moves the lead to end-of- schedule actions, stopping further processing.
• Apply block caller: blocks the caller from future inbound and outbound contact.
• Apply opt out: opts the lead out of all calls, SMS, and email.
• Automatically Call Another Lead?: automatically dials the next lead after the agent selects this disposition.
• Apply machine detected: marks the call as having reached a machine or voicemail system.
• Notes required: requires the agent to enter notes before the disposition is selected.
• Leave voicemail: plays the pre recorded voicemail file to the lead.
• Schedule Immediate Callback: immediately places a callback to the consumer.
• Re-use Conference?: keeps the agent in the conference and removes other call legs.
• Delete scheduled callbacks: removes any scheduled callbacks for this caller on the offer.
• Add to schedule suppression: adds the caller to the schedule's suppression list.
• Apply When None Selected?: auto-applies this disposition when no agent disposition is set within the timeout period. Only one disposition per company can have this flag.

These flags allow dispositions to trigger automated
actions without requiring manual intervention beyond
selecting the disposition.

Disposition Actions

Each disposition can have attached schedule actions
(disposition actions) that fire when the disposition is
applied to a call. These actions run with a 5-second delay
and are deduplicated for 1 hour to prevent repeat
execution.