Step Configuration

A chain consists of steps that are executed sequentially with specified delays.

Step Structure

Each step contains:

• Order number — determines execution order

• Delay — waiting time before step execution

• Actions — operations executed on this step

Creating a Step

1. Open chain editor

2. Click Add Step

3. Configure delay

4. Add actions

5. Click Save

Delay Configuration

Delay determines how long after the previous step the current one will execute.

Parameter	Description
Value	Number (1, 2, 5, 24, etc.)
Unit	Minutes, hours, or days

Delay Examples

• 30 minutes — quick follow-up

• 2 hours — repeated reminder

• 1 day — delayed message

• 3 days — long chain

Step Actions

Multiple actions can be executed on each step:

• Send message

• AI message

• Change deal stage

• Assign user

• Create task

• Send files

• Send email

• Webhook

• WhatsApp template

Actions are executed sequentially in the specified order.

Chain Example

Step 1 (immediately)

• Send welcome message

Step 2 (after 1 hour)

• Send additional information

Step 3 (after 1 day)

• Ask if there are any questions

Step 4 (after 3 days)

• Offer special conditions

Changing Step Order

Steps can be dragged (drag-and-drop) to change order.

Deleting a Step

1. Hover over the step

2. Click delete button (trash)

3. Confirm deletion

Important

• First step usually executes immediately (delay 0)

• Delay is counted from when the previous step completes

• If stop condition triggers — subsequent steps are not executed