Lead Wait Rules Overview

Lead Wait Rules

What Lead Wait Rules Do

Lead Wait Rules allow a schedule to dynamically adjust how
long a lead waits between processing steps based on
conditions. Instead of a fixed wait time in every schedule
wait action, a Lead Wait Rule Group evaluates the lead's
token values and call disposition history and returns a
variable wait duration.

This is useful when different lead segments should be
contacted at different cadences. For example, high-priority
leads might wait 5 minutes between attempts while low-
priority leads wait 2 hours.

Groups and Rules

The feature has two parts that are linked
many-to-many:

  • A wait rule group is the container assigned to a schedule wait action. It holds an ordered collection of individual rules.
  • A wait rule is a single condition-and-duration pair. Each rule specifies token filters and/or disposition filters and the wait duration to apply when they match.

A single rule can belong to multiple groups, and a single
group can contain multiple rules.

Evaluation Order

Rules within a group are evaluated in tier order (ascending,
lower tier = higher priority). The first rule whose
conditions match the lead determines the wait duration. If
no rule matches, the schedule wait action's own default
wait_seconds is used as a fallback.

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