> ## 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.

# Sequences User Guide

> Automated follow-up sequences let CE teams enroll leads into a timed set of email, SMS, and task steps. Sequences can be manually triggered from a lead record…

## Overview

Automated follow-up sequences let CE teams enroll leads into a timed set of email, SMS, and task steps. Sequences can be manually triggered from a lead record or automatically enrolled when sequence criteria match.

## Permissions

* `ce.sequences.view`: view sequence list and detail pages
* `ce.sequences.create`: create and clone sequences
* `ce.sequences.edit`: edit sequence settings and steps
* `ce.sequences.delete`: archive sequences
* `ce.enrollments.view`: view enrollment status and progression
* `ce.enrollments.create`: enroll leads and bulk enroll
* `ce.enrollments.edit`: pause/resume/exit active enrollments

## Build a Sequence

1. Open `Community Engagement -> Sequences`.
2. Select **Create Sequence**.
3. Configure:
   * Sequence details (name, description, exit behavior)
   * Step timeline (email/SMS/task order and delays)
   * Analytics and enrollment settings
4. Save the sequence, then activate it when ready.

## Enroll Leads

* **From a lead detail:** use the **Enroll in Sequence** action in **Sequence Status**.
* **Bulk enrollment:** select leads and use the bulk enrollment dialog.
* **Auto-enrollment:** set `auto_enroll` and `enrollment_criteria` on the sequence.

`sequence_batch_limit` in CE module settings limits bulk enrollment size.

## Runtime Behavior

* Executor runs every 15 minutes (`pg_cron`) and processes due active enrollments.
* Idempotency is enforced with `ce_sequence_outbound_executions`.
* CE-16 suppression checks are mandatory before outbound sends.
* If suppression data is unavailable, executor fails closed and logs `compliance_unavailable_stub`.

## Exit Conditions

Enrollments can exit automatically or manually:

* Reply
* Call
* Conversion
* Opt out
* Manual exit
* Suppressed
* Completed

## Troubleshooting

* If steps are skipped with `compliance_unavailable_stub`, verify CE-16 suppression availability.
* If bulk enrollment fails, reduce selection to the configured `sequence_batch_limit`.
* If no sends occur, confirm:
  * sequence status is active,
  * enrollment status is active,
  * `next_step_at` is due,
  * required contact channel data exists.