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Disposition Behaviours

Twenty-six behaviours, each a name with a body of code behind it, seeded once at platform level so the word carries the same meaning in every workspace. Binding one to a wrap-up code is how the paperwork files itself.

Wrap-up codes, the behaviour each carries, and what runs

a body, behind a switch
Twenty system codes, across six categories
Call result
Compliance
Engagement
Follow up
Conversion
Routing
Saving the call
five values photographed onto the call
  • code
  • label
  • category
  • behaviour
  • colour
As they stood at that instant. Renaming any of it afterwards leaves what was already saved alone.
Handed to a background job
workspace · call · record · agent · set_dnc
deployment switchoff unless set
The job returns here first, whichever name it is carrying.
Then the name is matched
set_dnc sets both do-not-call marks on the record.
The twenty-six behaviours
one has a body
  • none
  • log_voicemail
  • retry_hint
  • alert_low_quality
  • flag_invalid_number
  • flag_wrong_party
  • set_dnc
  • activity_not_interested
  • activity_interested
  • mark_qualified
  • mark_unqualified
  • create_callback
  • create_task
  • activity_left_message
  • create_meeting
  • mark_won
  • activity_quote
  • activity_payment
  • activity_competitor
  • activity_objection
  • log_transfer
  • activity_escalation
  • tag_language
  • activity_nurture
  • tag_spam
  • support_ticket
support ticket is seeded and the allowlist knows twenty-five names, so that one would be turned away
Do-not-call is the one name with a body. It sets both do-not-call marks on the record, and it only runs where the behaviour switch is turned on in the deployment, which it is not unless somebody sets it.
0
behaviours seeded in the platform catalogue
0
system codes shipped already pointing at one
0
values photographed onto the call at save

Product figures from the platform’s own defaults - not customer averages

The mechanism

How it works.

01

A behaviour is a row, not a script

Twenty-six are seeded at platform level on fixed identifiers and copied down into every workspace, so the same name means the same thing wherever you look. The catalogue itself is flat. Twenty system codes arrive already attached to one behaviour apiece, and it is those codes that carry the six categories.

02

Saving the call photographs the behaviour onto it

Five values are copied onto the call itself as they stood at that instant: the code itself, the label it wore, which category it sat under, its colour, and the handler key naming the behaviour attached to it. Renaming any of it afterwards leaves what was already saved untouched.

03

Anything other than no-automation is handed to a background job

Saving the wrap-up queues work carrying the workspace, the call, the record, the agent and the behaviour name. Running it behind the call rather than in front of the rep is why a slow follow-up never holds up the next conversation.

04

Each name has a body of its own

The job matches the name and does the work behind it. Do-not-call sets both do-not-call marks on the record, callback opens a callback row, task raises one against the owner, qualification moves the lead, tagging writes the tag, and the note behaviours file their own activity line.

Where it sits

Two moments in every run.

Every run passes through the same seven. Disposition Behaviours is the lit ones, and everything either side of it is a different page in this category.

  1. 01
    Trigger

    the thing that happened first

  2. 02
    Enrol

    how somebody gets onto it

  3. 03
    Wait

    the pause, and what governs its length

  4. 04
    Branch

    the fork, and which side is taken

  5. 05
    Act

    the mail, the text, the task that goes out

  6. 06
    Measure

    what counts as it having worked

  7. 07
    Exit

    how somebody comes off it

The specifics.

8 facts
Catalogue
Twenty-six behaviours, seeded flat with a name and a sort order. The six categories belong to the twenty system codes that point into them
What they do
Set do-not-call, book a callback, raise a task, mark qualified, write a tag, or file the note. No-automation is the one that deliberately does nothing
Bound one to one
A code carries a single behaviour, which is why the catalogue is a flat list rather than a tree of them
Timing
Enqueued as the wrap-up commits, and run on the platform's ordinary background runner rather than inside the request that saved the call
Names accepted
The seeded twenty-six, validated on the way in, so a code cannot be bound to a name nothing implements
Recorded either way
The photograph on the call is written alongside whatever the behaviour does, so wrap-up reporting never waits on the follow-up finishing
Where it is defined
Platform level. A workspace chooses which codes are live, not what a behaviour does
Not the same as
This is the phone's wrap-up. Routing a cadence on its own call step is Branch Logic

More in Automation & Flows

13 capabilities

Sequences, dispositions and webhooks that act without being asked.

Sequence Builder

Thirteen node kinds on a canvas: send, wait, branch on behaviour, split, call task, tag, goal. Publish a version and in-flight leads keep their own place.

Inbound Webhooks

A unique URL per integration with HMAC signing, rate limits, payload caps and idempotency - plus a log of every delivery it ever accepted or refused.

Email Sequences

Enrol a lead once and the sequence carries them: sends, waits, branches and exits, with a ledger that makes a duplicate send structurally impossible.

A/B Split Testing

Weighted splits assigned by a deterministic hash of the enrolment, so a lead always takes the same arm no matter how often that step is run again.

Wait & Timing

Hold a lead for minutes or days between steps, clamped to the sending window you set, so that an overnight wait never lands at four in the morning.

Sending Windows

Set the hours a sequence may send inside, as a fixed offset you enter yourself, and every wait is pushed forward into them before it is stored.

Auto-Enrollment

New leads enrol themselves the moment they are created, and the four guards that can refuse an add are read on every single route into a cadence.

Goal Tracking

Name a linked deal as the outcome that means the sequence worked. Reaching it stamps goal met on the run and takes the branch you wired behind it.

Workflow Triggers

Six event types a CRM rule fires from: stage change, field update, new record, reassignment, schedule and inactivity, agreed in four places at once.

Workflow Actions

Send the email, assign the owner, raise the task, set the field, move the stage or call a webhook. Six modules, run in the order you stored them.

Conditional Logic

Eight comparison operators guarding each action, combined with AND and only AND, so a rule meaning either of two things is built twice, as two rules.

SMS in Sequences

A text is a step on the same canvas as the email and the call task, written into the real thread and carried out by the number it is going out from.

REST API

A versioned path, a key minted once and kept as a hash, and the same role and profile model the interface runs on deciding what that key may touch.

Automation & Flows

See disposition behaviours on your own floor.

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