This guide will walk you through setting up your first QAI (Quality Analysis Intelligence) dispositions to start automatically analyzing your calls. You'll have working results in about 30 minutes.
What You'll Accomplish
By the end of this guide, you'll have:
3-4 core dispositions configured
Questions that accurately identify call outcomes
Your first QAI results visible in reports
💡 Before you start: Have 20-50 recent calls in your campaign for testing.
Step 1: Plan Your Dispositions (5 minutes)
Start with the Core Four dispositions that work for most businesses:
1. Sale/Conversion – Priority 100
The most important outcome: a completed purchase or booking
2. Not Interested – Priority 50
Customer declined your offer
3. Customer Service – Priority 60 (if applicable)
Existing customer inquiry
4. Spam/Scam – Priority 10
Invalid or fraudulent calls
Write down what each outcome means for your business before moving to the next step.
Step 2: Create Your First Disposition (10 minutes)
Example: "Sale" Disposition
Navigate to your campaign
Scroll to Call Dispositions
Click + Add Disposition
Configure:
Display Name: Sale
Color: Green
Priority: 100
Match Criteria: 100% of questions must match
Add these questions:
Question 1:
Question: "Did the agent provide a confirmed order or itinerary?"
Answer type: Yes/No
Expected format:
yes / no
Question 2:
Question: "Did the customer provide payment information?"
Answer type: Yes/No
Expected format:
yes / no
Question 3:
Question: "Was a confirmation number or order ID mentioned?"
Answer type: Yes/No
Expected format:
yes / no
Click Save
📸 Screenshot needed: Disposition creation form
Step 3: Add Supporting Dispositions (10 minutes)
"Not Interested" Disposition
Configure:
Display Name: Not Interested
Priority: 50
Match Criteria: Any 1 question = Yes
Questions:
"Did the caller decline the offer?"
"Did the caller request to be removed from the list?"
"Did the caller hang up within 30 seconds?"
(Use Yes/No format for all)
"Spam/Scam" Disposition
Configure:
Display Name: Spam
Priority: 10
Match Criteria: 2 out of 3 questions = Yes
Questions:
"Was the call under 120 seconds?"
"Did the target hang up the call?"
"Did the caller claim they didn't initiate the call?"
(Use Yes/No format for all)
💡 Tip: Low priority ensures that if a short call results in a sale, "Sale" will override "Spam."
Step 4: Test Your Setup (5 minutes)
Go to Reports
Add filter: "Disposition is not blank"
Review 5-10 calls
Validate:
Click into 3-5 "Sale" calls – are they actually sales?
Click into 3-5 "Spam" calls – are they actually spam?
Check for any obvious misclassifications
📸 Screenshot needed: Reports page with disposition filter
Step 5: Refine Your Questions (Ongoing)
Based on your test results:
If you see false positives:
Add more questions to the disposition
Make questions more specific
Increase match criteria
If dispositions aren't triggering:
Check if questions are being answered (view call transcripts)
Reduce match criteria (e.g., 2 out of 3 instead of 100%)
Rephrase questions more explicitly
If the wrong disposition is winning:
Adjust priorities (Sale should be 100, Spam should be 10)
Ensure no duplicate priorities
Quick Reference: Priority Guidelines
Use these priority ranges for best results:
Priority | Use For |
---------- | --------- |
100+ | Sales, Conversions, Enrollments |
75-99 | Appointments, Qualified Leads |
50-74 | Customer Service, Billing Inquiries |
25-49 | Not Interested, Hang-ups |
1-24 | Spam, Scam, Fraud |
💡 Pro Tip: Leave gaps between priorities so you can add new dispositions later.
Question Writing Cheat Sheet
✅ Do:
Ask one thing per question
Use yes/no questions when possible
Be specific and explicit
Ask 2-4 questions per disposition
❌ Don't:
Combine multiple questions: ~~"Did they give name AND email?"~~
Use open-ended questions without formatting
Rely on a single question for important dispositions
Forget "None" option in multiple choice questions
Where to View Your Results
Method 1: Reports Page (Recommended)
Path: Reports → Filter: "Disposition is not blank"
Use for: Call-by-call review, spot-checking accuracy
Method 2: QAI Analysis Page
Path: Campaign → QAI Analysis → Reports
Use for: Question-level performance analysis
Method 3: Export to CSV
Path: Reports → Export to CSV
Use for: Bulk analysis in Excel or Google Sheets
📸 Screenshot needed: All three views side-by-side
Common First-Time Mistakes
❌ Setting all dispositions to Priority 0
Fix: Use 100, 80, 60, 40, 20
❌ Using compound questions
Fix: Split into separate questions
❌ Only one question per disposition
Fix: Use 2-4 questions for accuracy
❌ Missing "None" in multiple choice
Fix: Always include "None" or "N/A"
Success Checklist
After your first week with QAI, you should have:
[ ] 80%+ of calls assigned a disposition
[ ] "Sale" disposition accuracy at 90%+ (spot-check 20 calls)
[ ] Ability to filter and export disposition data
[ ] At least one actionable insight (e.g., publisher performance, spam sources)
Next Steps
You're ready to go! Start analyzing your calls and refining your setup based on real results.
For more advanced setups:
Read QAI Best Practices Guide for detailed examples
Browse Industry-Specific QAI Templates for your vertical
Contact your account manager for a live training session
Related Articles:
Understanding QAI Dispositions and Questions
Setting Up Answer Types and Formatting
Troubleshooting Common QAI Issues
Exporting and Analyzing QAI Data
Estimated time to first insights: 30-60 minutes
Last updated: February 24, 2026