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Step Policy (Advanced)

Step policies let you control when a step is eligible and how it is prioritized. These fields are advanced and may not appear in the visual editor.

Policy Fields​

- action:
    name: "Verify Identity"
    call: identity.verify
    when:
      has: ["variables.user_id"]
      missing: ["variables.identity_verified"]
    select_priority: 10
    constraints:
      requires_confirm: true
      max_executions: 1

when​

Control eligibility based on conversation state:

  • has: variables that must exist
  • missing: variables that must be missing
  • after: behavior slugs that must be completed
  • confirmed: require confirmation state
  • not_executed: only if not run yet

select_priority​

Higher priority steps are selected earlier when multiple steps are eligible.

constraints​

  • requires: behavior slugs that must be completed
  • requires_confirm: confirmation required
  • max_executions: limit number of times a step can run

When To Use​

Use step policies for complex flows or advanced behavior control. For most journeys, standard ordering and outcomes are enough.