Outcomes

Outcomes represent standardized results that can be applied to activities such as calls and meetings. They help sales teams track and categorize the results of their interactions with prospects and customers.

Each outcome has a name, optional description, and specifies which activity types it applies to (calls, meetings, or both). Outcomes can be of type custom (user-defined) or vm-dropped (automatically applied when any team member performs a Voicemail Drop).

Organizations can create multiple outcomes to match their sales process and reporting needs. Examples might include "Qualified", "Demo Booked", "Not Ready", "Bad Fit", etc.

To set an Outcome on a particular Call or Meeting, send a PUT with the desired outcome_id: "outcome_xyz" to the Call API or Meeting API.

List or filter outcomes.

GET /outcome/

Fetch a list of outcomes.

Create an outcome.

POST /outcome/

Create a new outcome for the organization.

• name of an outcome will be displayed to users wherever outcomes can be selected.
• applies_to is an array defining what objects a given outcome may be assigned to. Valid values are calls and meetings.
• You can set an optional description to explain what an outcome means and when it should be used.
• If a given outcome should be automatically set on calls whenever any team member performs a Voicemail Drop, you should set the type to vm-dropped. Otherwise, leave it empty or explicitly set it to custom (default).

Fetch a single outcome.

GET /outcome/{id}/

Update an outcome.

PUT /outcome/{id}/

Update an existing outcome.

You can:

• Update the name of an outcome.
• Update the description of the outcome.
• Change which objects the outcome applies_to. Valid values for this array are calls and meetings.
• Change the type of this outcome to indicate it should either be automatically set on calls whenever a Voicemail Drop is performed (vm-dropped) or it's a custom outcome without any additional built-in meaning (custom).

Delete an outcome.

DELETE /outcome/{id}/

Delete an existing outcome.

All of the calls and/or meetings associated with this outcome will still retain that reference, but you won't be able to set that outcome on any new calls & meetings nor find its definition in the API.