careCycle
Reference

Default Dispositions and Scenarios

The two organization-level libraries behind call outcomes and AI behaviors.

Two small settings pages punch above their weight: default dispositions define the outcomes agents can pick on untethered calls, and scenarios define the situations your AI recognizes.

Default Call Dispositions

Settings > Default Dispositions manages the outcome set used for calls that are not tied to a transfer destination (manual outbound dials, for example). Transfer destinations carry their own sets; this is the fallback.

Add an existing disposition from your library or create one with:

FieldNotes
NameUp to 120 characters, what agents see in wrap-up
Outcome typeContacted, No contact, Voicemail, Sale, No sale, Callback, or Do Not Call; this is what Pulse routing and reporting bucket on
DescriptionOptional guidance for agents

System dispositions are always available and shown separately. Archiving a disposition removes it from your library and from every set that used it.

The outcome type matters more than the name: a custom "Sold - needs docs" disposition with outcome type Sale counts as a sale everywhere sales are counted.

Scenarios

Settings > Scenarios is your library of reusable situations the AI can recognize on a call, each with:

FieldNotes
NameShort label, up to 255 characters
DescriptionWhat the assistant relies on to recognize the situation; write it precisely
ExamplesOptional example utterances (two or three help accuracy)

Scenarios do nothing on their own; they take effect when attached to a campaign or your Receptionist through the Assistant Behaviors table, where you assign each one a during-hours and after-hours behavior.

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