Configure call outcomes and post-call actions

When a SAMI Bot call ends, SAMI sorts it into one outcome and runs the follow-up you've defined. The Outcomes section is where you decide what each outcome records and triggers, so the right people hear about the right calls.

What the Outcomes section covers

Open a bot from SAMI Bots and go to the Outcomes step. Every call SAMI handles lands in exactly one of eight canonical outcome tags:

• Successful transfer — warm-transferred to a human who answered.
• Missed transfer — SAMI tried to transfer but nobody picked up.
• Needs follow up — qualified, but the lead wants a specific follow-up time first.
• Contact later — the lead asked to be called back at a later time, and SAMI reaches out again automatically.
• Opt out — the lead asked not to be contacted again (TCPA-sensitive).
• Not interested — the lead pushed back several times without a clear opt-out.
• Unqualified — the lead confirmed a dealbreaker, like already sold or a committed agent.
• Bad number — the call reached the wrong person.

Each tag is its own collapsible card. Use Expand all in the top-right to open every card at once for a dense review.

Set mid-call behavior and post-call actions

Each card splits into two parts: what SAMI does during the call as the outcome becomes clear, and the actions that run after the call from this bot's Workflow.

1. Open an outcome card

   In the Outcomes step, expand the card for the outcome you want to tune.

2. Adjust mid-call behavior

   Set how SAMI handles the call as that outcome surfaces — for example, how it wraps up before ending or transferring.

3. Choose post-call actions

   Add the actions that should run when the call lands on this outcome. Depending on the tag, you can create a note, create a task, notify the assigned user, or add a tag.

4. Decide who gets notified

   Turn on the owner notification to alert the contact's assigned user, then add extra notification emails and phone numbers for anyone else who should hear about the call.

The actions available differ by outcome. Successful transfer, Missed transfer, and Unqualified allow notes, tasks, user notifications, and tags. Contact later keeps it to notes and tasks, since SAMI handles the callback for you.

Understand locked actions

Some actions are locked and can't be removed — they protect your cadences and keep you compliant.

For outbound-capable bots, enrollment actions are locked per outcome: transfers, opt-outs, not-interested, unqualified, and bad-number calls cancel the lead's cadence enrollment, Needs follow up pauses it, and Contact later pauses contact until the requested time. Inbound-only bots have no enrollment to manage, so these locks don't appear.

To confirm cadences behave the way you expect after an outcome fires, review the enrolling cadence in Workflows, and check how calls are landing from SAMI Bots.

Related articles

• Understanding the 8 outcome tags
• Tune how SAMI detects each outcome
• Configure SMS messaging outcomes