> ## 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.

# Sequence Wizard

> Guided wizard for building and publishing an automated follow-up sequence — define enrollment, build steps, configure exits, and publish.

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).

## 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`).

## Who it's for

Permission required: `ce.admin`

## 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.

## Steps

<Steps>
  <Step title="Open the wizard">
    Navigate to `/ce/sequences/wizard` from the CE sidebar or via the Sequences page.
  </Step>

  <Step title="Configure enrollment">
    In the Enrollment step, define how leads are enrolled (auto-enroll criteria, business hours setting).
  </Step>

  <Step title="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.
  </Step>

  <Step title="Configure exits">
    In the Exits step, set the exit conditions: exit on reply, exit on call, exit on conversion.
  </Step>

  <Step title="Publish the sequence">
    Complete the wizard. `usePublishSequence` persists the sequence. At least one step is required to publish.
  </Step>
</Steps>

## 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.

## Related

<Columns cols={2}>
  <Card title="Community Engagement" icon="bullhorn" href="/ce/overview">
    Community Engagement core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>