Dispositions are statuses that apply to any phone or chat interaction. Agents are required to apply a disposition to all calls and chats as part of their after-call work.
Once an agent completes an interaction (inbound or outbound call or chat), the system will automatically place the agent in an unavailable after-call work status until a disposition is selected.
Notes are required for each completed interaction. At minimum, the agent will leave:
Customer’s Name
Type of Customer (Installer, Homeowner)
Address of the Job
Summary of the call
Process:
When the call/chat ends, the agent’s status will default to UNAVAILABLE Wrap Up
Click the check mark to access the disposition and notes section
Select the appropriate disposition from the dropdown menu
Leave a note with the customer information and a summary of the interaction
Save & Close
The agent’s status will automatically change back to available.