The Add Contact Disposition action in AloAi allows agents to automatically tag interactions with specific disposition statuses, such as Interested or Not Interested. These tags provide context to customer interactions, help segment data, and create opportunities for follow-up engagements or escalations. When integrated with CRMs like HubSpot or Salesforce, dispositions are synchronized, keeping your data organized and consistent across platforms.
This guide outlines the steps to configure and use the Add Contact Disposition action effectively.
Step 1: Setup and configure the add contact disposition action
Open the AloAi Agents interface.
Navigate to the Prompt section.
Add the Add Contact Disposition action.
Define the disposition categories your agent will use to classify contacts based on their responses.
Examples of disposition categories:
Interested – the contact shows interest in your product or service.
Needs follow-up – the contact needs further information or outreach.
Not interested – the contact declines further communication.
By starting with clear dispositions, your agent can easily distinguish between different outcomes of interactions.
Step 2: Define rules for assigning dispositions
Establish specific rules on how the AI should apply each disposition during conversations.
Provide actionable conditions that reflect the contact’s engagement or responses.
Precise rules ensure the AI behaves consistently, enabling meaningful follow-ups and accurate CRM tagging.
Step 3: Combine dispositions with automated actions
Link disposition tagging with follow-up workflows to automate next steps after a conversation.
Set up action triggers based on the dispositions applied.
Examples of automated actions
Interested - notify the sales team immediately or automatically schedule an appointment.
Needs follow-up - add the contact to an outreach queue or send an email with additional resources.
Not interested - place the contact in a cold lead list for occasional re-engagement campaigns.
Combining dispositions with follow-ups saves time, enhances engagement, and ensures leads are managed appropriately.
Testing and validation
After configuring the add contact disposition action, it’s essential to test its functionality:
Simulate interactions - in the AloAi interface, simulate conversations where the agent needs to tag contacts. Validate that it assigns dispositions correctly.
Validate routing - confirm that contacts tagged with specific dispositions are successfully routed or assigned appropriate follow-ups.
Integrate with CRM - check that tagged dispositions are synced accurately with your CRM and reflected in contact records.
Ensure that all actions triggered by a specific disposition (e.g., notifications, follow-ups) are tested to verify they align with your expectations.
Important considerations
Key configurations to review
Mandatory disposition tags - clearly define which categories are most relevant to your campaigns.
Permissions and access - ensure team members have the appropriate access to view, modify, or act on assigned dispositions.
CRM Integration - confirm that dispositions are linked to CRM fields correctly to maintain consistency in segmentation and reporting.
Compliance with data privacy regulations
When tagging contacts based on conversations, ensure you comply with data privacy standards.
Include consent prompts where necessary during customer interaction to avoid potential compliance risks.
Applied business value
The add contact disposition action isn’t just an automation tool — it’s a way to revolutionize how businesses categorize interactions and engage with leads. Here’s how:
Enhanced engagement strategies - dispositions allow businesses to focus their outreach efforts on segmented, prioritized contact groups.
Real-time reporting and insight - with synchronized CRM data, businesses gain access to actionable insights, helping refine workflows and campaign efficiency.
Scalability - automated contact tagging reduces repetitive tasks, allowing teams to focus on higher-value activities.