Skip to main content

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 Sequence Details page at /ce/sequences/:id is the full management interface for a single automated follow-up sequence, providing tabs for steps, enrollments, analytics, and settings.

​
Overview

Navigating to /ce/sequences/:id loads SequenceDetailPage. If the :id param is new, the page renders SequenceForm for creating a new sequence and redirects to the new detail page on success. For existing sequences, the page shows the sequence name, active/inactive badge, and a tab set: Steps, Enrollments, Analytics, and Settings. Header actions include Activate/Deactivate (requires ce.sequences.edit), Clone (requires ce.sequences.create), and Delete (requires ce.sequences.delete). The route is gated by ce.sequences.view.

​
Who it’s for

Permission required: ce.sequences.view (view). Editing requires ce.sequences.edit. Clone requires ce.sequences.create. Delete requires ce.sequences.delete.

​
Before you start

  • Navigate to /ce/sequences and click a sequence name to open its detail page.
  • Creating a new sequence: navigate to /ce/sequences/new.

​
Steps

1

Open a sequence

From the Sequences list (/ce/sequences), click a sequence name link to navigate to /ce/sequences/{id}.
2

Edit the sequence form (Steps tab)

In the Steps tab, update the sequence name, description, business-hours-only flag, auto-enroll setting, enrollment criteria (JSON), and exit conditions. Save with the form’s submit action.
3

Manage sequence steps

Use the SequenceStepBuilder in the Steps tab to add, edit, reorder, or delete individual steps in the sequence.
4

Review enrollments

Switch to the Enrollments tab to see leads currently enrolled in this sequence and their enrollment status.
5

Analyze performance

Switch to the Analytics tab to view enrollment and completion metrics via SequenceAnalyticsTab.
6

Configure settings

Switch to the Settings tab for organization-level sequence configuration via SequenceSettingsTab.
7

Activate, deactivate, clone, or delete

Use the header action buttons to change the sequence’s active state, clone it to a new sequence, or permanently delete it.

​
Key concepts

  • Active / Inactive — Only active sequences enroll new leads. Toggling deactivates without deleting.
  • Enrollment criteria — A JSON object defining which leads auto-enroll. The form validates this as parseable JSON.
  • Exit conditions — Configurable flags: exit_on_reply, exit_on_call, exit_on_conversion.
  • Business hours only — When enabled, step sends are gated to business hours only.

Community Engagement

Community Engagement core overview.

Governance & parity

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
  • src/cores/ce/hooks/useSequenceDetail.ts
  • src/cores/ce/hooks/useSequenceMutation.ts
  • src/cores/ce/components/sequences/SequenceStepBuilder.tsx