Call Dispositions and Outcomes

Call Dispositions vs Agent Dispositions

TrackDrive has two related disposition concepts. A call
disposition describes a company-level outcome label ("Interested",
"Wrong Number", "Do Not Call", "Voicemail", and so on). Each
company defines its own list, ordered by display priority.
System dispositions (those generated by the platform itself) are
flagged as system-level; user-facing pickers filter these out so
agents only see human-curated labels.

An agent call disposition is the record linking a call to the
disposition selection made by a Power Dialer agent. There is one
agent disposition record per call. This record captures which
labels the agent checked, free-form notes, and the timestamp of
the selection.

Ways a Disposition Gets Set

• Agent selects it from the in-call Power Dialer UI.
• Voice agent keyword spotting matches a keyword that is wired to set a disposition.
• Voice agent sidecar extracts a contact-field update that maps to a disposition.
• Schedule actions set a disposition programmatically.

Dispositions drive reporting, and they can also drive automation: a
"Do Not Call" disposition can fire a schedule that stops all
future outreach to the lead.

Conversion: Separate from Disposition

Conversion is a billable outcome and is independent of disposition.
Two flags on each call record track conversion:

• Buyer Converted - buyer-side conversion. Counts toward buyer conversion caps and buyer payouts.
• Offer Converted - offer-side conversion ("TS Converted?" in the Call detail UI, short for Traffic Source Converted). Counts toward traffic-source-level reporting.

Additional fields track how many of each conversion type occurred,
how many days back they count, and which schedule action (if any)
triggered the conversion.

A single call can have a disposition without a conversion (an agent
marked it "Interested" but no buyer paid). It can have a
conversion without an agent-set disposition (a conversion rule
fired automatically based on duration or a buyer webhook). It
can have both, or neither.

Buyer Conversion Rules

Buyer conversion rules describe the conditions under which a buyer
pays out on a call. Each buyer owns its conversion rules, scoped by
business range so that different rules can apply at different times
of day or week. A rule carries a set of required tokens and optional
webhook integrations. At call finalization the platform evaluates
the buyer's rules in priority order and converts the call under the
first matching rule.

Refer to the Buyers knowledge articles for the detailed conversion
cap logic.