Active Pipeline Model: 6 Stages ConfiguredIdempotency Token: Enabled
1
trigger stageStep ID: step-1
TRIGGER: Lead Created
Fires automatically when a new Lead record is created in CRM Core.
2
condition stageStep ID: step-2
CONDITIONS: Lead Score > 70 AND Consent Granted
Evaluates IF Lead Score >= 70 AND WhatsApp Consent == Granted.
3
ai_decision stageStep ID: step-3
AI DECISION: BANT Qualification Readiness
AI Copilot evaluates recent activities and determines qualification readiness.
4
action stageStep ID: step-4
ACTION: Send Approved WhatsApp Template
Dispatches approved Meta template with dynamic {{first_name}} placeholder.
5
approval stageStep ID: step-5
APPROVAL: Commercial Discount Approval (If >20%)
Requires Sales Manager approval before applying non-standard discount.
6
audit stageStep ID: step-6
AUDIT: Record Execution Timeline Event
Logs execution timestamp, step latency, and provider message ID in Customer 360.