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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The New Sequence screen renders the SequenceDetailPage component in create mode. It is accessible at /ce/sequences/new.

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Overview

In create mode, the screen renders a SequenceForm with fields for: name, description, business hours only toggle, auto-enroll toggle, enrollment criteria (JSON), exit on reply, exit on call, and exit on conversion. After submitting, createSequence is called and on success the user is navigated to /ce/sequences/:id for the new sequence. The sequence is created with is_active: true by default. If enrollment_criteria cannot be parsed as valid JSON, a toast error is shown and submission is blocked. The full wizard-based alternative for sequence creation is available at /ce/sequences/wizard (requires ce.admin).

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Who it’s for

Required permission: ce.sequences.create (route-level gate).

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Before you start

  • You need the ce.sequences.create permission.
  • Your organization must be active.
  • If using enrollment criteria, prepare valid JSON before submitting.

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Steps

1

Open New Sequence

Navigate to /ce/sequences/new from the Sequences list or click Create Sequence.
2

Enter sequence name and description

Provide a descriptive name and optional description for the sequence.
3

Configure behavior settings

Toggle business hours only, auto-enroll, exit on reply, exit on call, and exit on conversion as appropriate.
4

Set enrollment criteria (optional)

Enter valid JSON in the enrollment criteria field if automatic enrollment rules are needed.
5

Submit

Click the submit button. On success you are navigated to the new sequence’s detail page to add steps.

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Key concepts

  • Enrollment criteria — JSON-based rules that determine which leads are automatically enrolled; must be valid JSON.
  • Auto-enroll — when enabled, leads matching enrollment criteria are enrolled without manual action.
  • Exit conditions — exit_on_reply, exit_on_call, exit_on_conversion determine when a lead is automatically removed from the sequence.

Community Engagement

Community Engagement core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/SequenceDetailPage.tsx