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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.

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⚡ Set one up (about a minute)

  1. In the dialer, open the Automations tab at the top.
  2. Find the disposition, for example Voicemail, and click Add.
  3. Pick a template. AI Sync suggests one based on the disposition’s name.
  4. 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.

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📚 Templates

Texts go out from the same number that called the lead, and {{first_name}} (or any contact field) is filled in for each person. Waits count business days only.
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.

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🔧 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.”

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🆕 What changed recently

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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.