When a rep saves a disposition, AI Sync can follow up for them automatically. You decide what happens after each one, once, in Dialer → Automations.
⚡ Set one up (about a minute)#
- In the dialer, open the Automations tab at the top.
- Find the disposition, for example Voicemail, and click Add.
- Pick a template. AI Sync suggests one based on the disposition's name.
- Edit the words if you like, keep Turn on now ticked, and click Save automation.
Only the account owner or an admin can change automations. Reps can see them.
📚 Templates#
| Template | What it does |
|---|---|
| Voicemail follow-up text | Texts right after a voicemail so they know who called |
| No answer: 3-touch nurture | Text now, email tomorrow, a final text two days later |
| Appointment set: confirmation | Confirms by text and email and tags the contact |
| Interested: send info | Emails your information and texts a heads-up |
| Call back later: reminder text | Confirms you'll call back so they pick up next time |
| Not interested: tag and stop | Tags the contact; sends nothing |
| Custom text | One text you write yourself |
Texts go out from the lead's texting line, not the number that called
them, so a lead always hears from one number and replies reach the right rep.
See Texting lines. {{first_name}} (or any contact
field) is filled in for each person. Waits count business days only. Contacts
marked Do Not Text are skipped.
Want to text someone during the call? Use the Text tab under the contact while you're on the call. Automations are for what happens after the disposition is saved.
🔧 Good to know#
- Each automation is a normal workflow. It also appears in Workflows, where you can add more steps.
- Workflows you built yourself that run on a disposition show on its row as one line, marked edit in Workflows. They can't be switched off here, because one workflow often serves several dispositions.
- Ask your AI assistant. With AI Sync connected (see Use your ChatGPT plan), try: "Add the voicemail follow-up text to my Voicemail disposition and turn it on."
🆕 What changed recently#
Automations
New: Dialer → Automations. Map each disposition to a follow-up from ready-made templates, with no support ticket needed. The contact screen also now shows dispositions first and the contact's activity below.
See What's New for the full history.