Keep customer support ops current with dialer call notes

Customer support ops miss call outcomes when dialer dispositions aren't logged, causing repeat contacts and SLA risk. Create CRM engagement notes so agents have call context and follow-up.

Overview

Missed dialer dispositions cause repeat contacts and risk SLA breaches. This workflow captures every disposition and writes a CRM engagement note with recording links and follow-up instructions so agents always have context and missed follow-ups are eliminated.

Notable Features

Create CRM engagement notes
Attach call recording and length
Flag follow-up tasks for owners