Conversation Workflow

Which discovery fields the setter requires before advancing, how many times it asks, and what happens when qualification never resolves. The current lead-by-lead stage is edited from Conversation Review, not here — this is the global default every session starts from.

Sales Workflow is active for this workspace.

Discovery fields

What the setter should know before proposing fit. Required fields block advancement (even for a high-intent prospect) until answered or their attempt budget is exhausted; optional fields never block indefinitely.

Field IDInternal stable identifier used by Revenue AI; should not normally change after configuration.Display labelHuman-readable name shown to operators.

RequirementMax ask attempts

Prompt guidanceTells Revenue AI what evidence satisfies this discovery field and how to interpret it; it is not merely the question wording.

Field IDInternal stable identifier used by Revenue AI; should not normally change after configuration.Display labelHuman-readable name shown to operators.

RequirementMax ask attempts

Prompt guidanceTells Revenue AI what evidence satisfies this discovery field and how to interpret it; it is not merely the question wording.

Field IDInternal stable identifier used by Revenue AI; should not normally change after configuration.Display labelHuman-readable name shown to operators.

RequirementMax ask attempts

Prompt guidanceTells Revenue AI what evidence satisfies this discovery field and how to interpret it; it is not merely the question wording.

Field IDInternal stable identifier used by Revenue AI; should not normally change after configuration.Display labelHuman-readable name shown to operators.

RequirementMax ask attempts

Prompt guidanceTells Revenue AI what evidence satisfies this discovery field and how to interpret it; it is not merely the question wording.

Field IDInternal stable identifier used by Revenue AI; should not normally change after configuration.Display labelHuman-readable name shown to operators.

RequirementMax ask attempts

Prompt guidanceTells Revenue AI what evidence satisfies this discovery field and how to interpret it; it is not merely the question wording.

A high-intent prospect may advance even with optional fields still unresolved

Qualification (capital / credit)

Hard-gate thresholds stay configured in Qualification Policy — this only controls how many times each field is asked about before falling back, and how it's phrased.

Capital

Max ask attempts

Credit

Max ask attempts

Once a field's attempt budget is exhausted and still unresolved:

Discovery & Qualification Order

The exact order Revenue AI pursues these — the first unresolved, still-eligible item in this list is what gets asked about next. Reordering never resets an item's own persisted ask-attempt count.

Motivation / Why sober livingDiscoveryrequired

Max attempts: 2 · custom prompt guidance set

Market / Property SituationDiscoveryoptional

Max attempts: 1 · custom prompt guidance set

Timeline / BandwidthDiscoveryoptional

Max attempts: 1 · custom prompt guidance set

CapitalQualification

Max attempts: 2 · custom prompt guidance set · thresholds set in Qualification Policy

CreditQualification

Max attempts: 2 · custom prompt guidance set · thresholds set in Qualification Policy

Content ConsumedDiscoveryoptional

Max attempts: 1 · custom prompt guidance set

Decision makerDiscoveryrequired

Max attempts: 2 · custom prompt guidance set

Call Advancement Strategy

Choose how much Revenue AI should learn before attempting to move a prospect to a call. The configured workflow order still determines what it asks next when discovery is required.

Call FirstPrioritize moving interested prospects to a call early. Revenue AI may advance before completing normal discovery when the conversation provides enough legitimate buying intent and no hard qualification or safety rule blocks advancement.Validate Fit, Then CallConfirm the prospect meets the required fit and qualification gates, then move toward a call without forcing unnecessary remaining discovery.Discovery FirstActiveComplete required discovery before proposing a call. Use this when gathering context before the sales conversation is more important than booking as early as possible.