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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 Sequences page at /ce/sequences lists all automated follow-up sequence templates for the organization, showing each sequence’s active status, enrollment count, and completion rate.

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Overview

Navigating to /ce/sequences loads SequencesPage, gated by ce.sequences.view. The page shows a table of sequences with columns: Name (link to detail page), Status, Enrolled count, and Completion percentage. The Create Sequence button (visible with ce.sequences.create) navigates to /ce/sequences/new. An empty state with a create action is shown when no sequences exist.

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Who it’s for

Permission required: ce.sequences.view. Creating sequences requires ce.sequences.create.

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Before you start

  • An organization context must be selected.
  • Sequences must be created before they can be enrolled to leads.

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Steps

1

Open Sequences

Navigate to /ce/sequences from the CE sidebar.
2

Review sequence list

The table shows each sequence’s name, active/inactive status, number of enrolled leads, and completion percentage.
3

Open a sequence

Click the sequence name link to navigate to its detail page at /ce/sequences/{id}.
4

Create a sequence

Click Create Sequence (requires ce.sequences.create) to navigate to /ce/sequences/new where you define a new sequence. Alternatively, use the Sequence Wizard at /ce/sequences/wizard for a guided experience.

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Key concepts

  • Completion percentage — Calculated as total_completed / total_enrolled × 100, rounded to the nearest whole number.
  • Active / Inactive — Shown in the Status column; inactive sequences do not enroll new leads.

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/SequencesPage.tsx
  • src/cores/ce/hooks/useSequenceList.ts
  • src/cores/ce/hooks/useEnrollmentList.ts