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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 Sequence Wizard at /ce/sequences/wizard is a full-page guided builder for creating an automated follow-up sequence using the platform’s ModuleWizardRenderer (PF-41).

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Overview

Navigating to /ce/sequences/wizard loads CeSequenceBuilderWizardPage. The wizard registers CE-specific step components via registerCeSequenceWizardSteps, then renders ModuleWizardRenderer for the sequence wizard type. On completion, usePublishSequence is called to persist the sequence. At least one step is required before publishing; a validation toast is shown otherwise. The route requires ce.admin. Known wizard step modules: Enrollment (CeSequenceEnrollmentStep), Step Builder (CeSequenceStepBuilderStep), Exits (CeSequenceExitsStep).

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Who it’s for

Permission required: ce.admin

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Before you start

  • You must have ce.admin permission.
  • Decide the sequence name, enrollment criteria, the step types and delays, and exit conditions before starting.

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Steps

1

Open the wizard

Navigate to /ce/sequences/wizard from the CE sidebar or via the Sequences page.
2

Configure enrollment

In the Enrollment step, define how leads are enrolled (auto-enroll criteria, business hours setting).
3

Build sequence steps

In the Step Builder step, add one or more steps. Each step has a type, name, delay (days / hours / minutes), and skip conditions.
4

Configure exits

In the Exits step, set the exit conditions: exit on reply, exit on call, exit on conversion.
5

Publish the sequence

Complete the wizard. usePublishSequence persists the sequence. At least one step is required to publish.

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Key concepts

  • ModuleWizardRenderer (PF-41) — The wizard uses the platform’s module wizard renderer, which requires step components to be registered before rendering.
  • Publish vs. create — The wizard publishes a complete sequence in one flow; individual step editing afterward is done via the Sequence Details page.
  • Exit conditions — exit_on_reply, exit_on_call, exit_on_conversion are boolean flags set in the Exits step.

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/wizards/sequences/CeSequenceBuilderWizardPage.tsx
  • src/cores/ce/wizards/sequences/steps/CeSequenceEnrollmentStep.tsx
  • src/cores/ce/wizards/sequences/steps/CeSequenceStepBuilderStep.tsx
  • src/cores/ce/wizards/sequences/steps/CeSequenceExitsStep.tsx
  • src/cores/ce/wizards/sequences/hooks/usePublishSequence.ts