Sequences

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

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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.

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Creating a sequence

The New Sequence screen renders the SequenceDetailPage component in create mode. It is accessible at /ce/sequences/new. Required permission: ce.sequences.create (route-level gate). 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). Before you start: You need the ce.sequences.create permission. Your organization must be active. If using enrollment criteria, prepare valid JSON before submitting. Steps to create a sequence:

1. 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.

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.

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Viewing a sequence

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. The route is gated by ce.sequences.view. Navigating to /ce/sequences/:id loads SequenceDetailPage. 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). Steps to work a sequence detail:

1. 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.

Active / Inactive — Only active sequences enroll new leads. Toggling deactivates without deleting. Business hours only — When enabled, step sends are gated to business hours only.

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Related

Documentation sources

• src/routes/ce.tsx
• src/cores/ce/pages/SequencesPage.tsx
• src/cores/ce/pages/SequenceDetailPage.tsx
• src/cores/ce/hooks/useSequenceList.ts
• src/cores/ce/hooks/useEnrollmentList.ts
• src/cores/ce/hooks/useSequenceDetail.ts
• src/cores/ce/hooks/useSequenceMutation.ts
• src/cores/ce/components/sequences/SequenceStepBuilder.tsx