Action Engine

The Action Engine provides configurable business processes — actions with form fields, pipelines with stages, task lists, and engagement tracking. Think of it as a workflow builder for structured operations that agents can execute step by step.

How It Works

Component	Purpose
Action	Reusable process definition with configurable form fields
CompanyAction	Company-specific customization of an action
Engagement	An execution of an action against a lead or person
TaskList	Checklist of items to complete
Pipeline	Stages for tracking action progress

Company Actions

Field	Type	Description
id	ID!	Unique identifier
name	String!	Action name
description	String	What this action does
is_active	Boolean	Whether it's enabled
is_published	Boolean	Whether it's visible
weight	Int	Sort order
action	Action	Parent action definition with form_fields and form_config
pipeline	ActionPipeline	Associated pipeline
files	[Filesystem!]	Attached files
custom_fields	[CustomField!]	Custom data

# List company actions
query {
  companyActions(first: 20) {
    data {
      id name description is_active weight
      action { name slug form_fields form_config }
      pipeline { name stages { name weight } }
    }
  }
}

Engagements

An engagement tracks the execution of an action against a lead.

# Start an engagement
mutation {
  startLeadEngagement(input: {
    lead_id: 1
    company_action_id: 1
    message: "Starting onboarding process"
  }) {
    id uuid slug
    lead { title }
    company_action { name }
    user { displayname }
  }
}

# Continue an engagement
mutation {
  continueLeadEngagement(input: {
    engagement_id: 1
    message: "Step 2 completed"
  }) {
    id message
  }
}

Task Lists

# List tasks
query {
  taskLists(first: 20) {
    data {
      id name
      tasks { id name status due_date completed_date weight }
    }
  }
}

# Update task status
mutation {
  changeTaskEngagementItemStatus(id: 1, status: "completed") {
    id status completed_date
  }
}

Action Pipelines

query {
  actionPipelines(first: 20) {
    data {
      id name slug is_default
      stages { id name weight has_rotting_days rotting_days }
    }
  }
}

Workflow @kanvas/core