Dispositions for the Webphone

How to Set Up Dispositions for the Webphone

The webphone allows you to assign dispositions—preset call outcomes—that your users can select after a call. These are managed through Work Groups, giving you control over who sees and uses each disposition.

Creating Dispositions

To create dispositions:

1. Go to app.ytel.com.

2. In the left-hand navigation menu, click Workflow, then Dispositions.

3. Click the +Disposition button to create a new entry.

Disposition Settings Explained

When creating a new disposition, you’ll configure several fields:

• Name
  Enter a unique name for the disposition. This is what users will see in the webphone and what will appear in the call log.

• Description
  Add an internal-friendly description. This is only visible in the admin interface to provide additional context about the disposition's purpose.

• Selectable
  Toggle this option if you want users to be able to select this disposition on the webphone and in the call log dropdown.

• Tags
  Add metadata tags to be attached to the call record when this disposition is selected. These tags will pass through with the Global Webhooks.

• Enroll in Workflow
  Choose an outbound workflow to automatically trigger when this disposition is selected.
  Example: If the disposition is “Follow-up,” you might enroll the contact in a workflow that sends a reminder text in five days.

• Direction
  Specify whether this disposition should appear for inbound, outbound, or both types of calls.

• Work Group
  Assign the disposition to one or more Work Groups. Users will only see dispositions on their webphone if:

  • Dispositions are enabled in the webphone widget configuration, and

  • They belong to a Work Group with assigned dispositions.

By properly setting up dispositions, you can streamline your team's call handling process, ensure consistent tagging, and even automate post-call workflows.