configure/

Offers

New offer

An offer is what you're trying to qualify a lead for and who you can transfer to.

Identity

URL-safe. Auto-generated from name if blank.

e.g. medicare, aca, fe, debt

Description & status

Qualification & fallback

JSON rules. Schema formalizes later — leave blank if unsure.

e.g. {"minAge":65,"maxAge":99,"states":["FL","TX"],"requiredOptIns":["tcpa"]}

Ordered list of fallback offer slugs. e.g. ["final-expense-fallback","aca-fallback"]

Cancel