Logging an interaction in ContactPad

If the Interaction Logging feature is enabled and configured for your account, you can use disposition codes and notes in ContactPad to log the outcome and details of your interactions. You can do so during, or after an interaction. If the enforced disposition codes feature is enabled, you must provide a disposition code for every interaction.

For information about Interaction Logging, see Interaction Logging.

How do I log an interaction?

When you are working on an interaction and are ready to log the interaction's outcome and relevant notes, click the Log a call button in the information panel in ContactPad. You can do so either during the interaction, or while in the Wrap up state after the interaction.

To log an interaction, perform the following steps:

1. When you are ready to add a disposition code, click the Log a call button in ContactPad. The Log A Call dialog box appears.

   
2. In the Disposition code list, click the disposition code you want to use for that interaction. The list of available codes comes from the Interaction Logging area in VCC.
   
3. In the field below Disposition code, type any information you think would be useful to know about this interaction. You can't add notes until you have selected a disposition code.
4. Click Log call. VCC adds the disposition code and notes for your interaction.

5. If you haven’t already ended the interaction, continue the interaction and then release it when ready. You go back into a ready state in ContactPad to continue working on other interactions.

How do I log disposition codes on a transferred interaction?

During an interaction, you can consult another agent and then transfer the interaction to them. The agent receiving the transferred interaction is like any other agent receiving an inbound interaction. That agent is then responsible for logging a disposition code and notes for the interaction.

For information about transferring a interaction to another agent, see How do I consult with and, optionally, transfer to a third party? in Making and receiving calls in ContactPad.

When you transfer an interaction, the interaction state changes to Call Transferred. After 5 seconds, your status changes to Wrap-up (Auto). After transferring your interaction, you cannot use the logging feature; the Log a call button is no longer available. VCC will automatically add a Call Transferred disposition code for the interaction.

The agent who you transferred the interaction to can add a disposition code and notes using the Log a call button.

How do I use the logging feature with enforced disposition codes?

The logging feature also works with enforced disposition codes. If the feature is enabled for you or your account, you cannot release the interaction until you have provided a disposition code.

If you transfer the interaction, VCC automatically adds the Call Transferred disposition for the interaction, regardless of whether the enforced disposition codes feature is enabled for you or your account. You cannot add a code yourself.

• If the agent you transferred the interaction to has the enforced disposition codes feature enabled, they cannot release the interaction without adding a disposition code.

• If the agent you transferred the interaction to does not have the enforced disposition codes feature enabled, they can choose not to add a disposition code. In such a case, the interaction's disposition code remains as the Call Transferred code that VCC automatically added.