improved
AI Text Agents
AI Voice Agents
End Journey actions now require a defined outcome
Agent actions can no longer mark an opportunity as the ambiguous status “ended.”
Going forward, an End Journey
action must Mark as Lost
and include a reason (pick a preset, or add your own). If the AI is done on a positive side path that didn’t reach the main goal, use Complete Journey
instead.Why this change: ended is now reserved for cases where there really was no defined outcome — for example, follow-ups ran out, or an appointment was canceled after the goal was already reached. That keeps reporting cleaner because you can actually see what happened with your opportunities:
completed
(positive outcome, AI's job is complete), lost
(with a reason - which can be filtered for), or truly ended
(system level closure, not a direct action by human or ai), and of course won
(which can only be set manually by a human click).What you’ll see:
New
End Journey
actions only offer Mark as Lost
plus a required reason
.Voice agents now have the same Lost / Completed choice, including
Complete Journey
.If an existing agent still has a “Mark as Ended” action, you’ll get a red indicator on the Actions tab and on the tool itself. You won’t be able to save other changes until you either switch it to Mark as Lost with a reason, or replace it with Complete Journey.
Existing agents keep working as they are until you edit and save them.