{"id":42221,"date":"2025-09-05T14:34:37","date_gmt":"2025-09-05T09:04:37","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=42221"},"modified":"2025-09-05T14:34:37","modified_gmt":"2025-09-05T09:04:37","slug":"how-to-configure-disposition-codes-in-microsoft-copilot-service-admin-center","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/09\/how-to-configure-disposition-codes-in-microsoft-copilot-service-admin-center\/","title":{"rendered":"How to Configure Disposition Codes in Microsoft Copilot Service Admin Center"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42233\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/How-to-Configure-Disposition-Codes-in-Microsoft-Copilot-Service-Admin-Center.png\" alt=\"How to Configure Disposition Codes in Microsoft Copilot Service Admin Center\" width=\"2100\" height=\"1200\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/How-to-Configure-Disposition-Codes-in-Microsoft-Copilot-Service-Admin-Center.png 2100w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/How-to-Configure-Disposition-Codes-in-Microsoft-Copilot-Service-Admin-Center-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/How-to-Configure-Disposition-Codes-in-Microsoft-Copilot-Service-Admin-Center-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/How-to-Configure-Disposition-Codes-in-Microsoft-Copilot-Service-Admin-Center-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/How-to-Configure-Disposition-Codes-in-Microsoft-Copilot-Service-Admin-Center-1536x878.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/How-to-Configure-Disposition-Codes-in-Microsoft-Copilot-Service-Admin-Center-2048x1170.png 2048w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/How-to-Configure-Disposition-Codes-in-Microsoft-Copilot-Service-Admin-Center-660x377.png 660w\" sizes=\"(max-width: 2100px) 100vw, 2100px\" \/><\/p>\n<p>Have you ever closed a customer chat and wondered how to keep track of what actually happened?<\/p>\n<p>Was the issue resolved, escalated, or left open?<\/p>\n<p>This is where Disposition Codes in Microsoft Copilot Service Admin Center come in.<\/p>\n<p>Disposition Codes help agents categorize the outcome of each customer interaction across channels like chat.<\/p>\n<p>For managers, they provide valuable data for reporting, analytics, and improving customer service quality.<\/p>\n<p>In this guide, we\u2019ll walk you step by step on how to configure and use disposition codes in Copilot Omnichannel workstreams.<\/p>\n<h3><strong>What Are Disposition Codes?<\/strong><\/h3>\n<p>Disposition Codes are labels agents select when ending a customer interaction. They:<\/p>\n<ul>\n<li>Capture the reason or outcome of the session (e.g., <em>Resolved, Escalated, Do Not Contact<\/em>).<\/li>\n<li>Provide structured data for reporting and analytics.<\/li>\n<li>Help identify service patterns such as repeated issues or frequent escalations.<\/li>\n<\/ul>\n<p><em>Tip: Well-structured disposition codes give leaders better insights into customer satisfaction and agent performance.<\/em><\/p>\n<h3><strong>Pre-Requisites Before Configuration<\/strong><\/h3>\n<p>Before you start, ensure the following roles and privileges are correctly assigned:<\/p>\n<ul>\n<li><strong>Security Roles Required<\/strong>: Omnichannel Agent, Omnichannel Administrator.<\/li>\n<li><strong>Agent Privileges<\/strong>: Ability to read and append disposition codes.<\/li>\n<\/ul>\n<h3><strong>Step 1: Enable Disposition Codes (Global Settings)<\/strong><\/h3>\n<p>1. Go to <strong>Copilot Service Admin Center<\/strong>.<\/p>\n<p>2. Navigate to: <strong>Customer Support \u2192 Customer Settings \u2192 Disposition Code \u2192 Manage<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42222\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Microsoft-Copilot-Service-Admin-Center.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"861\" height=\"436\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Microsoft-Copilot-Service-Admin-Center.png 861w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Microsoft-Copilot-Service-Admin-Center-300x152.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Microsoft-Copilot-Service-Admin-Center-768x389.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Microsoft-Copilot-Service-Admin-Center-660x334.png 660w\" sizes=\"(max-width: 861px) 100vw, 861px\" \/><\/p>\n<p>3. Toggle <strong>Turn on Disposition Code<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42223\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Microsoft-Copilot-Service-Admin-Center.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"904\" height=\"414\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Microsoft-Copilot-Service-Admin-Center.png 904w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Microsoft-Copilot-Service-Admin-Center-300x137.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Microsoft-Copilot-Service-Admin-Center-768x352.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Microsoft-Copilot-Service-Admin-Center-660x302.png 660w\" sizes=\"(max-width: 904px) 100vw, 904px\" \/><\/p>\n<p>4. (Optional) Select <strong>Require disposition code to close session<\/strong> if you want agents to always pick one.<\/p>\n<p>5. Set the <strong>Maximum Disposition Codes Allowed<\/strong> (Default = 2, Maximum = 12).<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42224\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Microsoft-Copilot-Service-Admin-Center.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"956\" height=\"426\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Microsoft-Copilot-Service-Admin-Center.png 956w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Microsoft-Copilot-Service-Admin-Center-300x134.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Microsoft-Copilot-Service-Admin-Center-768x342.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Microsoft-Copilot-Service-Admin-Center-660x294.png 660w\" sizes=\"(max-width: 956px) 100vw, 956px\" \/><\/p>\n<p>&#x1f4a1; <em>Tip: Limit codes to 5\u20137 to avoid overwhelming agents.<\/em><\/p>\n<h3><strong>Step 2: Manage Disposition Codes (Add, Edit, Delete)<\/strong><\/h3>\n<p>Once enabled globally, you can create and customize codes:<\/p>\n<ul>\n<li><strong>Add New Code<\/strong>: Click <em>New Disposition Code<\/em>, specify <em>Reason (name)<\/em>, <em>Category<\/em>, and <em>Workstream<\/em>.<\/li>\n<li><strong>Edit Code<\/strong>: Select the code and update from the edit panel.<\/li>\n<li><strong>Delete Code<\/strong>: Select and confirm removal.<\/li>\n<\/ul>\n<p>&#x1f4cc; Example: You can create an <strong>Escalation<\/strong> category for unresolved cases.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42225\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Microsoft-Copilot-Service-Admin-Center.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"832\" height=\"374\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Microsoft-Copilot-Service-Admin-Center.png 832w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Microsoft-Copilot-Service-Admin-Center-300x135.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Microsoft-Copilot-Service-Admin-Center-768x345.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Microsoft-Copilot-Service-Admin-Center-660x297.png 660w\" sizes=\"(max-width: 832px) 100vw, 832px\" \/><\/p>\n<p>Go on adding such Disposition codes as per your need:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42226\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Microsoft-Copilot-Service-Admin-Center.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"659\" height=\"635\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Microsoft-Copilot-Service-Admin-Center.png 659w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Microsoft-Copilot-Service-Admin-Center-300x289.png 300w\" sizes=\"(max-width: 659px) 100vw, 659px\" \/><\/p>\n<p>Note: <em>\u201cDo Not Contact\u201d is a default system code under \u201cAll\u201d workstreams. It cannot be deleted or edited.<\/em><\/p>\n<h3><strong>Step 3: Assign Codes to Specific Workstreams<\/strong><\/h3>\n<p>You can configure codes at the <strong>workstream level<\/strong> too:<\/p>\n<p>1. Navigate to <strong>Customer Support \u2192 Workstream<\/strong>.<\/p>\n<p>2. Scroll down to <strong>Disposition Codes<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42227\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Microsoft-Copilot-Service-Admin-Center.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"900\" height=\"357\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Microsoft-Copilot-Service-Admin-Center.png 900w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Microsoft-Copilot-Service-Admin-Center-300x119.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Microsoft-Copilot-Service-Admin-Center-768x305.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Microsoft-Copilot-Service-Admin-Center-660x262.png 660w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<p>3. Choose to either:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Toggle on &#8216;Use global settings for requiring disposition code&#8217; or configure locally.<\/li>\n<li>Check &#8216;Require disposition code to close session<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42228\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Microsoft-Copilot-Service-Admin-Center.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"1151\" height=\"527\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Microsoft-Copilot-Service-Admin-Center.png 1151w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Microsoft-Copilot-Service-Admin-Center-300x137.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Microsoft-Copilot-Service-Admin-Center-1024x469.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Microsoft-Copilot-Service-Admin-Center-768x352.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Microsoft-Copilot-Service-Admin-Center-660x302.png 660w\" sizes=\"(max-width: 1151px) 100vw, 1151px\" \/><\/p>\n<p><em>This ensures accurate session tracking for reporting and future analysis.<\/em><\/p>\n<h3><strong>Step 4: Using Disposition Codes in Conversations<\/strong><\/h3>\n<p><strong>During Ongoing Conversations<\/strong><\/p>\n<p>Disposition Codes are visible in the agent\u2019s Conversation Window.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42229\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Microsoft-Copilot-Service-Admin-Center.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"821\" height=\"503\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Microsoft-Copilot-Service-Admin-Center.png 821w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Microsoft-Copilot-Service-Admin-Center-300x184.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Microsoft-Copilot-Service-Admin-Center-768x471.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Microsoft-Copilot-Service-Admin-Center-660x404.png 660w\" sizes=\"(max-width: 821px) 100vw, 821px\" \/><\/p>\n<p><strong>Disposition Codes After a Session Ends<\/strong><\/p>\n<p>When an agent finishes a chat or interaction, they are prompted to log its outcome using disposition codes. Here\u2019s how it works:<\/p>\n<p>1. Go to <strong>Copilot Service Workspace \u2192 Close a Session<\/strong>.<\/p>\n<p>2. From the available categories, select at least one <strong>Disposition Code<\/strong>.<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>If codes are set as <em>mandatory<\/em> by the administrator, the agent <strong>cannot close the session<\/strong> until one is chosen.<\/li>\n<li>If no code is selected, a pop-up reminder appears prompting the agent to choose before proceeding.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42230\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Microsoft-Copilot-Service-Admin-Center.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"669\" height=\"305\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Microsoft-Copilot-Service-Admin-Center.png 669w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Microsoft-Copilot-Service-Admin-Center-300x137.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Microsoft-Copilot-Service-Admin-Center-660x301.png 660w\" sizes=\"(max-width: 669px) 100vw, 669px\" \/><\/p>\n<p>3. Agents can pick one or multiple codes (depending on configuration) to record the session outcome. These are stored for future reporting and analytics.<\/p>\n<p>For more details, you can refer to the MS <a href=\"https:\/\/learn.microsoft.com\/en-us\/dynamics365\/contact-center\/administer\/configure-disposition-codes?tabs=customerservicerepresentatives\" target=\"_blank\" rel=\"noopener\">doc<\/a>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42231\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/10.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"492\" height=\"309\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/10.png 492w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/10-300x188.png 300w\" sizes=\"(max-width: 492px) 100vw, 492px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42232\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/11Microsoft-Copilot-Service-Admin-Center.png\" alt=\"Microsoft Copilot Service Admin Center\" width=\"486\" height=\"403\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/11Microsoft-Copilot-Service-Admin-Center.png 486w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/11Microsoft-Copilot-Service-Admin-Center-300x249.png 300w\" sizes=\"(max-width: 486px) 100vw, 486px\" \/><\/p>\n<p><strong>Note on Limits:<\/strong><\/p>\n<ul>\n<li>The maximum number of disposition codes allowed is <strong>12<\/strong>.<\/li>\n<li>For example, if the administrator sets the limit to <strong>3<\/strong>, an agent can only select up to 3 codes when closing a chat.<\/li>\n<li>Once the limit is reached, the Disposition Code section becomes <strong>non-editable<\/strong>.<\/li>\n<\/ul>\n<p><em>Tip: Keep the limit aligned with your business needs\u2014too many options can slow down agents, while too few may reduce reporting accuracy.<\/em><\/p>\n<p><strong>Best Practices for Disposition Codes<\/strong><\/p>\n<ul>\n<li>Keep the number of codes manageable (5\u20137).<\/li>\n<li>Standardize naming conventions across workstreams.<\/li>\n<li>Regularly review codes for relevance and merge duplicates.<\/li>\n<li>Use analytics dashboards to see which codes are most used (e.g., \u201cEscalation\u201d may signal training needs).<\/li>\n<\/ul>\n<p><strong>Real-Life Use Cases<\/strong><\/p>\n<ul>\n<li><strong>Escalation Tracking<\/strong>: Monitor how often issues are escalated to higher tiers.<\/li>\n<li><strong>Do Not Contact Compliance<\/strong>: Automatically mark customers who opt out of communication.<\/li>\n<li><strong>Quality Monitoring<\/strong>: Identify trends in unresolved or repeat issues.<\/li>\n<\/ul>\n<p><strong>FAQs:<\/strong><\/p>\n<p><strong>1. What is the maximum number of disposition codes allowed in Copilot Service Admin Center?<\/strong><\/p>\n<p>You can allow up to <strong>12 codes<\/strong>, though the default is 2.<\/p>\n<p><strong>2. Can an agent close a session without selecting a disposition code?<\/strong><\/p>\n<p>No, if the administrator has made disposition codes mandatory, agents must select one before closing.<\/p>\n<p><strong>3. What\u2019s the difference between global and workstream disposition codes?<\/strong><\/p>\n<p>Global codes apply across all workstreams, while workstream-specific codes allow customization for individual channels.<\/p>\n<p><strong>4. Is there a default disposition code?<\/strong><\/p>\n<p>Yes. <em>\u201cDo Not Contact\u201d<\/em> is automatically available under all workstreams and cannot be edited or deleted.<\/p>\n<h3><strong>Conclusion<\/strong><\/h3>\n<p>Disposition Codes in Copilot Service Admin Center help you track the true outcome of customer interactions, improve reporting, and boost service quality. By configuring them smartly and keeping the code simple, you empower agents to log meaningful data while providing managers with the insights needed to enhance the customer experience.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Have you ever closed a customer chat and wondered how to keep track of what actually happened? Was the issue resolved, escalated, or left open? This is where Disposition Codes in Microsoft Copilot Service Admin Center come in. Disposition Codes help agents categorize the outcome of each customer interaction across channels like chat. For managers,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2025\/09\/how-to-configure-disposition-codes-in-microsoft-copilot-service-admin-center\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[2746,2361],"tags":[3220],"class_list":["post-42221","post","type-post","status-publish","format-standard","hentry","category-copilot","category-technical","tag-microsoft-copilot-service-admin-center"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/42221","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=42221"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/42221\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=42221"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=42221"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=42221"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}