🧠 Screening Step in Sequences

  • Description: Introduce a new step type in sequences where the AI automatically screens leads against the user’s requirements. If the lead does not meet the criteria, it is discarded before continuing the sequence.

    • Example: “We only work with B2B companies. Analyze the lead’s website and discard it if it is not a B2B company.”

  • Type: Feature Request (AI Automation)

  • Initial Status: Backlog

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Upvoters
Status

In Progress

Board
💡

Feature Request

Date

5 months ago

Author

Walid Amarir

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