AI Phone

Cloud Phone System

Call Disposition and Outcome Tracking

Categorize conversation outcomes and automatically initiate the appropriate follow-up, assignment, or workflow.

Key capabilities

Custom disposition codes
Automatic follow-up triggers
CRM record updates
Workflow and assignment automation

Quick answer

AI Phone's Call Disposition product lets agents and AI systems categorize call outcomes and automatically trigger follow-up tasks, CRM updates, assignments, or workflow steps based on the selected disposition.

Structured outcome capture

Replace free-text call notes with consistent disposition codes that feed clean data into CRM, analytics, and automation systems.

Trigger the next action automatically

Configure disposition rules that automatically send a follow-up message, assign a task, update a CRM record, or start a workflow.

Frequently asked questions

What is call disposition?

Call disposition is the categorization of a call's outcome — for example: 'interested', 'left voicemail', 'not qualified', 'booked appointment', or 'callback requested'. Disposition codes capture structured outcome data that feeds CRM records, analytics, and follow-up automation.

Can disposition codes trigger follow-up actions automatically?

Yes. You configure rules so that selecting a specific disposition automatically triggers a follow-up SMS, creates a CRM task, updates a deal stage, schedules a callback, or starts a follow-up workflow — without requiring manual action from the agent.

Can I create custom disposition codes for my team?

Yes. Disposition codes are fully configurable in the AI Phone admin. You define the codes that match your sales, support, or operational workflows and assign them to the relevant teams and call types.

Does call disposition data sync to the CRM?

Yes. Disposition codes and their associated outcomes push automatically to connected CRM platforms — updating contact records, deal stages, and activity logs without requiring agents to enter data manually after each call.

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