Enable Automated Disposition Email Generation for Manual Outbound Calls
RingCX currently supports automated email generation for inbound calls based on the disposition selected by the agent, through custom workflow. This feature has already been designed, presented, demo’d, and validated for inbound workflows.
However, during UAT, customers requested that this same functionality be extended to manual outbound calls, which is not currently supported.
Current Limitation:
Automated disposition-triggered emails only work for inbound calls
Manual outbound calls do not generate emails, even when dispositions are applied
Agents must perform follow-up communications manually, leading to inconsistent workflows between inbound and outbound calls
Requested Enhancement
Enable automated email generation for manual outbound calls, using the same logic that exists for inbound calls.
The system should automatically generate an email with the following fields:
Subject: Disposition name selected by the agent
Recipient: Email address pulled from the client database
Email Body:
First Name
Last Name
Caller’s phone number
AI-generated call summary
Any additional data stored in the database
Feedback (if available)