Actions

Actions are conditional logic rules that determine what happens next in your conversation sequence based on specific lead responses or behaviors.

Purpose:

• Route leads to appropriate next steps based on their answers (Skip irrelevant questions)

• Trigger disqualification when criteria aren't met

• Create intelligent, responsive conversation experiences

Core Concept: Actions enable "if/then" logic: IF a lead responds in a certain way, THEN take a specific action (continue, skip, disqualify, move to CTA, etc.).

Branches

Branches are separate conversation pathways that diverge from the main sequence, creating alternative journeys for leads based on their responses or characteristics.

Purpose:

• Create parallel conversation flows for different lead segments

• Nurture disqualified leads with alternative offers

• Provide different information based on lead needs

Core Concept: Branches enable multi-path conversations: instead of a single linear flow, you create multiple pathways that leads can follow based on their specific situation.

Step by step: Creating an Action

Step 1: Navigate to Action Creation Point

1. Open your AI Setter

2. Navigate to the qualification question or conversation point where you want action logic

3. Identify the specific objective (e.g., "Ask if lead is interested in booking demo")

Step 2: Access Action Button

1. Look for the "Action" button or "+" icon near the message or question

2. Click to open action configuration interface

3. Action creation panel appears

Step 3: Define Action Conditions

For Each Possible Response:

Example Scenario: "Are you interested in booking a live demo?"

Condition 1: Lead Says "No"

1. Click "Add Condition" or similar

2. Define trigger: "If lead response is 'No' or negative"

3. Select outcome: "Disqualify"

4. Lead will be moved out of the sequence and receive disqualification message

Condition 2: Lead Says "Yes"

1. Click "Add Condition"

2. Define trigger: "If lead response is 'Yes' or positive"

3. Select outcome: "Proceed to next message" or "Skip to CTA"

4. Lead continues to booking flow or next qualification question

Step 4: Configure Outcomes

Available Action Outcomes:

1. Switch to Branch

2. Go to Step

3. Switch to Branch and Step

4. Disqualify Lead

5. Kill Switch

Step 5: Test Action Logic

1. Save action configuration

2. Open Playground

3. Simulate conversation and provide different responses

4. Verify each condition routes correctly:

Step by step: Creating Branches

Step 1: create the branch

1. Open a setter, click the Branch option in the rightmost side below the Setter Id info. Then create the branch just like how you create a setter

Step 2: Building the branch

1. Once the branch is created, you can customize the script and messages within that branch, such as sending them a free resource or further nurturing content.

2. You can move the lead into this branch by selecting the branch option in the action settings.

Step 3: Connect Branch to Action

Critical Step: Create the action that routes leads into the branch.

1. Return to the branch point question in main sequence

2. Create or edit action

3. Add condition that routes to branch:

   • IF lead doesn't qualify for main offer

   • THEN switch to [Branch Name] or Switch to [Branch Name] and step

Step 4: Test Branch Flow

1. Open Playground

2. Simulate conversation that should trigger branch

3. Provide response that meets branch condition

4. Verify lead is routed to branch correctly

5. Complete branch conversation to verify entire branch flow works