Understanding the 8 outcome tags
What each of the 8 fixed outcome tags SAMI assigns to a real conversation means and why the list never changes.
Whenever one of your SAMI Bots finishes a call where a real conversation happened, SAMI labels that call with exactly one outcome tag. This article explains all eight tags so you know what each result means and what SAMI does next.
Why there are exactly eight
The outcome taxonomy is closed: every bot has the same eight tags, no more and no fewer. You can't add a custom tag or remove one you don't like. Keeping the list fixed is deliberate — it means every post-call handler covers every possible result, so nothing falls through the cracks and compliance-sensitive cases like opt-outs always have a home.
Outcome tags only apply when SAMI actually talked to someone. Call dispositions like no-answer, voicemail, or an invalid number are tracked separately and are not outcome tags — so a missed call won't be mislabeled as a real result.
What each tag means
Two tags are detected from the call's transfer events, and the other six are determined by SAMI's analysis of the conversation.
Successful transfer
SAMI warm-transferred the lead to a human and the agent answered — the lead was connected and introduced. Detected from the transfer call event, not an AI prompt.
Missed transfer
SAMI attempted a warm transfer but no one picked up the transfer call. Also detected from the transfer call event.
Needs follow up
The lead is qualified and interested but declined an immediate transfer, and a specific follow-up time was agreed on before a handoff.
Contact later
The lead asked to be reached at a specific later time, like "call me tomorrow at 3pm." SAMI automatically reaches back out at the requested time, so there's no follow-up work on your end.
Opt out
The lead explicitly asked to stop being contacted or made a clear do-not-call request. This tag is TCPA-sensitive — simple disinterest or a "no thanks" does not count, only an explicit request to stop.
Not interested
The lead pushed back with four or more objections without ever explicitly opting out. One or two brushoffs aren't enough; it takes a clear, repeated pattern of disinterest.
Unqualified
The lead confirmed a dealbreaker — already signed with another agent, already bought or sold, renting rather than buying, or otherwise not a real prospect.
Bad number
The person reached said this is the wrong number or that they aren't the lead SAMI was trying to reach.
Where the tags show up
Each tag drives what happens after the call. In the bot editor's Outcomes step, every tag is its own card where you decide how SAMI behaves mid-call and which post-call actions run. Open any bot from SAMI Bots to review or adjust them.
The six analysis-based tags let you fine-tune the criteria SAMI uses to detect them, while Successful transfer and Missed transfer have no editable prompt because they come straight from transfer call events.
To wire up what each result triggers, see the related guides on configuring call outcomes and tuning detection criteria. You can also route outcome-driven messaging through your Workflows.
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Last updated 2026-06-21