Automation rules do the list hygiene you would otherwise do by hand at the end of every session. They live per contact list, in the automation rules panel.
What a rule is made of
Trigger — one of two types:
| Type | Fires when |
|---|---|
| Disposition | A call on this list ends with the disposition you chose. |
| Dial count | A contact has been dialed the number of times you set. |
Action — one of four:
| Action | What it does |
|---|---|
| Move to list | Removes the contact from this list and adds them to a target list you pick. |
| Remove from this list | Takes the contact out of this list. Other list memberships are untouched. |
| Add to Do Not Call list | Adds the number to your organisation's DNC so it is never dialed again. |
| Keep in this list | Explicitly do nothing — useful to stop a broader rule from applying. |
Scope — Entire organization or Only me. Organisation-scope rules apply to every rep working the list; personal rules apply to your calls only.
Priority — rules are evaluated in priority order, so a specific rule can take effect before a general one. Each rule can also be switched active or inactive without deleting it.
Rules worth having
Retire dead numbers. Disposition Bad Number or Not In Service →
Remove from this list. There is no reason to keep carrying them.
Honour opt-outs immediately. Disposition Do Not Call → Add to Do Not
Call list, organisation scope. The DNC is applied by the disposition itself,
but an explicit rule makes the intent visible to whoever reads the list later.
Build a nurture list. Disposition Not Available or Gatekeeper → Move
to list → "Callbacks — try again". Those contacts are worth another attempt on
different hours, and they should not sit in the cold list competing with fresh
leads.
Separate your wins. Meeting Booked and Sold → Move to list →
"Booked" / "Closed". Keeps the working list honest about how much is left.
Cap attempts per list. Dial count 6 → Move to list → "Exhausted". This
complements the account-wide Max dial attempts per contact setting in the
dialer, which skips a contact everywhere once the limit is hit; a per-list rule
lets one campaign be more persistent than another.
Order matters
Give the specific rules a higher priority than the general ones. A dial-count
rule that moves everything to "Exhausted" at 6 attempts will happily swallow a
contact who just dispositioned Meeting Booked on their sixth call, unless the
disposition rule runs first.
Check them after the first session
Run one session on a list with new rules, then look at where the contacts ended up. A rule that is subtly wrong quietly relocates hundreds of contacts before anyone notices.