Add Tag
ID: add-tag · Kind: action
Attach a free-form tag to a customer (e.g. hot-lead).
| Field | Meaning |
|---|
name | Tag name (string) |
color | (Optional) Display color in the UI |
Remove Tag
ID: remove-tag · Kind: action
Remove a tag. No-op if the customer doesn’t have it.
| Field | Meaning |
|---|
name | Tag name to remove |
Add to Segment
ID: add-to-segment · Kind: action
Add a customer to a static segment.
| Field | Meaning |
|---|
segmentId | Target segment (static only; dynamic segments can’t accept manual adds) |
customerId, segmentId, addedAt.
Adjust Score
ID: adjust-score · Kind: action
Apply a delta to the latest score on a fit criterion. Inserts a new FitAssessment row with the score clamped to [-1, 1].
| Field | Meaning |
|---|
criterionId | Target criterion (usually type=engagement on a product) |
delta | Increment / decrement (e.g. +0.1, -0.2) |
“Latest” is sorted by createdAt desc. If the customer has no previous row, the starting score is 0 and the delta applies on top.
Assign Owner
ID: assign-owner · Kind: action
Force-assign a sales user as the owner (via Customer.claimedById). Overrides any prior claim.
| Field | Meaning |
|---|
userId | The sales user to assign |
Set Bot Autoreply
ID: set-bot-autoreply · Kind: action
Long-term toggle for the autoreply bot on this customer (via the bot:disabled tag).
| Field | Meaning |
|---|
enabled | true = bot on, false = permanent off for this customer |
Turn the bot off when a customer moves to sales-led engagement — the bot could accidentally reply mid-conversation otherwise.