Dispositions for a specific Account or Chat Website

Dispositions for a specific Account or Chat Website

A Disposition is a label (or a set of labels, maximum in a three level hierarchy) that can be applied to interactions records to describe them.

By editing a Channel Account or a Chat Website, on Dispositions tab it’s possible to define dispositions specific for the desired account.

You can create a new disposition clicking on Add. These Dispositions are available to agents only when disposing of interactions related to the specific website or account.

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  • Name: name of the disposition that will be displayed for agents managing contacts in this account

  • Description (optional)

  • First Level Disposition (optional): choose, from among the dispositions already present in the system, a disposition to which this refers in a two-level hierarchical relationship. If you don’t select a first level disposition, the created disposition will be considered itself a first level one.

  • Second Level Disposition (Optional): choose, from among the dispositions already present in the system, a disposition to which this refers in a three-level hierarchical relationship 

 

 

When you delete a 1st level disposition, the related 2nd/3rd levels are automatically canceled (for 2nd/3rd disposition the toasty “disposition already deleted” can appear)

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Once created, from the Disposition list you can:

  • search for a specific disposition

  • edit or delete a disposition

  • clear all filters

  • manage columns, by selecting or not them

  • activate the advanced search for each field

In addition to dispositions specific for accounts or chat websites, the platform supports the following types:

  • Global Dispositions, available across all channels and interactions --> Global Dispositions

  • List-based Dispositions, linked to a specific contact list within the Contact Manager → Lists Dispositions

  • FROM VERSION 3.51.0 Queue-specific Dispositions, associated with a specific queue → Queue Dispositions

This guided video tutorial will walk you through the user and agent experience with dispositions in XCALLY, showing how they are created, applied, monitored, and used in reports.