Follow-up

AI funnel steps

Define steps inside each funnel stage and exit rules for the agent.

Where it is

Menu Seguimiento → Pasos del embudo (route /pipeline-steps).

The screen is titled Pasos del pipeline (IA).

Concept

Inside each funnel etapa you can define ordered pasos. The AI agent uses those steps and their reglas de salida (exitRules) to advance the conversation or lead state.

How to configure

  1. Choose the embudo.
  2. Choose the etapa.
  3. Review the step list (vertical order).
  4. Click Nuevo paso or edit an existing one.

In the form:

  • Nombre
  • Descripción
  • Paso por defecto (isDefault)
  • exitRules (JSON) — array of exit rules

You can reorder steps (up/down), save, and delete. When you delete a step, agent rules that point to it will no longer match.

Relationship with Embudos and WhapiBot

  • Embudos defines the stage and lead kanban.
  • Pasos del embudo details the microflow per stage for the AI.
  • Agent rules in WhapiBot can reference these steps.