First Submission Actions

First submission actions run after a contact passes initial qualification but before delivery. They let you verify or enrich contact data before sending it to the client.

Action Types

Configuration

Navigate to the playbook's Overview tab and find the First Submission Action section.

1. Toggle Enable first submission action
2. Select the action type
3. Configure action-specific settings (see below)

Voice AI / SMS AI

When voice or SMS AI is selected, the playbook's configured AI agent is triggered. The agent uses soft qualification — only hard-stop DQ rules are checked upfront, and the AI agent collects any missing data during the conversation.

The playbook must have an AI agent configured in the AI Agents tab for the selected channel.

Human Review

Sends the contact to the manual review queue where a team member can approve or reject it.

• Priority — High, normal, or low
• Reason — Optional note explaining why review is needed

Reviewed contacts can then be manually delivered or rejected.

Webhook

Calls an external URL when a contact is submitted, allowing external systems to process or enrich the contact.

• URL — The webhook endpoint
• Method — POST or PUT
• Headers — Custom headers (e.g., authentication)
• Timeout — 1 to 300 seconds (default: 30)
• Retries — 0 to 5 retry attempts (default: 3)

Webhook Payload

The webhook receives a JSON payload with the contact's data:

{
  "contactId": "contact_abc123",
  "submissionId": "sub_xyz789",
  "playbookId": "ABC",
  "firstName": "John",
  "lastName": "Doe",
  "email": "john@example.com",
  "phone": "+15551234567",
  "status": "pending_action",
  "isTest": false,
  "firstSubmissionAction": {
    "action": "webhook",
    "triggeredAt": "2024-06-15T10:30:00Z"
  }
}

When Actions Run

First submission actions only run on the initial submission flow. They are skipped for:

• Manual delivery (POST /contacts/{contactId}/deliver)
• Repost (POST /contacts/{contactId}/repost)
• Contacts that fail DQ conditionals (disqualified before the action stage)