Lead Wait Rules Overview
Lead Wait RulesWhat 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.