The outcome-actions cheat sheet: what should happen after every call

Every SAMI Bot call ends with exactly one of eight outcomes, and each one should trigger the right follow-through automatically. This cheat sheet shows the proven post-call actions for each outcome so no lead falls through the cracks.

The eight call outcomes

When a call includes a real conversation, SAMI classifies it with one — and only one — of these eight tags. Every bot carries all eight, so there's never a gap (an unhandled opt-out would be a compliance problem).

• Successful Transfer — the lead was warm-transferred to a human who answered.
• Missed Transfer — a transfer was attempted but the agent didn't pick up.
• Needs Follow-Up — the lead is qualified but deferred the handoff to a specific time.
• Contact Later — the lead asked for a callback at a specific later time.
• Opt-Out — the lead explicitly asked to stop being contacted.
• Not Interested — four or more objections, but no explicit opt-out.
• Unqualified — a confirmed dealbreaker (already has an agent, already sold, renting only).
• Bad Number — wrong number or not the intended person.

The recommended actions per outcome

Open your bot from SAMI Bots and go to the Outcomes section to review what fires for each tag. The presets already ship with these defaults — match them when you customize.

1. Successful Transfer

   Cancel cadence enrollment so the lead stops getting outbound touches, and notify the assigned user that a live handoff just happened.

2. Missed Transfer

   Cancel enrollment, notify the assigned user, and create a task to follow up — this is your hottest miss, so don't let it sit.

3. Needs Follow-Up

   Pause enrollment (not cancel), add a system note, email the assigned user, and create a task for the agreed time.

4. Contact Later

   Set "pause contact until a specific time" and add a note recording the requested callback window. The lead re-enters outreach automatically when the time arrives.

5. Opt-Out

   Cancel enrollment, apply do-not-contact on all channels, and write a note. This is the compliance-critical path.

6. Not Interested, Unqualified, and Bad Number

   Cancel enrollment and add a note for each. No further outreach is warranted, so these simply stop the cadence cleanly.

Why opt-outs and enrollment are locked

The enrollment actions — cancel, pause, or do-not-contact — are locked for outbound bots and auto-enforced for TCPA compliance. SAMI re-injects them at publish time if they're ever missing, so an Opt-Out always lands a do-not-contact and a Successful Transfer always cancels the cadence. You can layer on extra actions like tags or pipeline moves, but you can't remove the compliance backbone.

You can review which leads were paused or stopped from a contact's timeline in Contacts, and track outcome volume over time in Analytics.

Related articles

• Best practices for setting up your first SAMI Bot
• Stop double-texting: pausing automation when a lead replies or opts out
• Staying compliant: TCPA, opt-outs, and quiet hours best practices