Upload dispositions CSV Dispositions export Upload CRM activity CSV CRM activity export

Long-call threshold (minutes)

Callback wording (comma separated)

A DNC result is a STOP signal: remove the contact from cadence. It is never shown as overridable. Synthetic data only.

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How it works

Join on contact ID between a dispositions export and a CRM activity export, with orphan records listed in both directions.

Configurable mismatch rules: long interactions (default over 5 minutes) with no CRM note, enrolled dispositions with no enrollment record, and promised callbacks with no callback task.

DNC safety rule: a dnc or do not call disposition while the contact is still in an active cadence is shown as a STOP signal, remove from cadence, and is never presented as overridable.

Agent rollup counts plus an exportable exception list CSV with an evidence row for every exception, ready for coaching and QA review.