Adding a disposition or note

If enabled by your admin, agents will enter a wrap-up time after all engagements where you can select a disposition. Dispositions allow you to assign an outcome or topic to each engagement. For example, a follow-up disposition indicates you need to follow up with the consumer.

You can also add a note to engagements as general information for other agents or supervisors to reference. For example, you can add a note to explain why you selected a certain disposition. Notes are listed by the agent assigned to the engagement in chronological order, then by the published timestamp of each note. If agents edit an existing note, this will not impact the order of the notes.

This article covers:

• How to add a disposition
• How to add a note

Prerequisites for adding notes or dispositions

• Zoom desktop client for Windows or macOS, 5.11.3 or higher
• Pro, Business, or Education account
• Zoom Contact Center license
• Dispositions added to the associated queue by your admin

Note: Dispositions and notes are supported on all channels (voice, video, chat, and SMS).

How to add a disposition

1. Sign in to the Zoom desktop client.
2. Receive an inbound voice/video or chat/SMS engagement. You can also make an outbound voice call or SMS.
3. End the engagement.
   • You will be redirect to the the Engagement tab in the active engagement window.
   • In the left-side panel, the engagement will move to the MESSAGING WRAP-UP section for chat and SMS engagements. It will remain in the ACTIVE section during the wrap-up duration for voice and video engagements.
4. Click the Dispositions drop-down menu and select a disposition.
5. Click Done.
   In the left-side panel, the engagement will move to the COMPLETE section.
6. (Optional) Add a note to explain.

How to add a note

1. Sign in to the Zoom desktop client.
2. Receive an inbound voice/video or chat/SMS engagement. You can also make an outbound voice call or SMS.
3. End the engagement.
   You will be redirect to the the Engagement tab in the active engagement window.
4. In the Add note section, enter your note, then click Publish.
   Your notes will appear in the Published notes section. Your note will also appear for other agents to reference if they receive a call from the same contact. The most recent notes will appear first in the Published notes section.
5. (Optional) Click the pencil icon to edit your note, then click Save.
   Your note will have an updated timestamp. This will also appear for other agents so they know you’ve edited the note.