Updating Leads and Exiting From a Schedule

Updating Lead Data From a Schedule

Lead data mutation from within a schedule is performed
by the Lead Alteration action. The action carries one
or more alteration records; when the action processes a
lead, each alteration is applied in sequence.

Individual alteration records specify which lead
attribute or token to change and what value to write.
This is the mechanism to capture attempt counts, flag
leads as "follow-up needed", rewrite tokens between
steps, and so forth.

The same action can also toggle instant-agent dial mode
(switching between "dial with instant agent" and "dial
with IVR").

Exiting a Schedule

The Choice action is the exit action. When configured
with the "exit schedule" type, it marks the lead as
succeeded and terminates the schedule on that lead.

The Choice action also handles contact-caller permission
transitions (applying or removing the requirement),
recording a permission change log entry when it fires.

There Is No Generic Branch Action

The current action catalog does not include a
declarative branch/if/case action. Complex conditional
routing is modeled by chaining a Choice action (to exit
on certain conditions), an Add to Schedule action (to
route the lead into a different schedule), or a Restart
Schedule action (to loop).