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Add Tag

add-tag · action
FieldMeaning
nameThe tag to attach, such as hot-lead
colorAn optional colour for the chip
A tag that does not exist yet is created.

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Remove Tag

remove-tag · action
FieldMeaning
nameThe tag to detach
A customer who does not have the tag passes through untouched.

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Add to Segment

add-to-segment · action
FieldMeaning
segmentIdThe segment to join
Static segments only. A dynamic segment decides its own membership from rules, so it cannot accept a manual addition.

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Adjust Score

adjust-score · action Moves the customer’s score on one fit criterion and records why.
FieldMeaning
criterionIdWhich signal to move
deltaHow far, such as +0.1 or -0.2
reasonText stored with the new assessment
The new score is the latest one plus the delta, clamped to the −1 to +1 range. A customer with no assessment on that signal starts from 0. See Scoring.

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Assign Owner

assign-owner · action
FieldMeaning
userIdThe sales user who becomes the owner
This overwrites an existing claim, so put it behind a Path node if you only mean to assign unowned customers.

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Set Bot Autoreply

set-bot-autoreply · action
FieldMeaning
enabledfalse adds the bot:disabled tag; true removes it
Turn the agent off when a campaign hands a customer to a salesperson. Otherwise the agent may answer a message that the rep was in the middle of handling.