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Pick Lists

Single source of truth for every dropdown / enum in the system. Edit items here; every consumer screen auto-reflects.

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What's a Pick List
Every choice set in the system — ticket categories, lead statuses, DNC reasons, etc. — lives here. Adding "Premium" to lead_statuses here makes it immediately available in every Lead form, filter, and CSV import. No deploy required. RBAC controls who can edit each list.
Total lists
20
Total items
131
Locked (architectural)
7
Client Admin editable
5

Bot

4 lists
Bot action types
bot_action_types
lockedsuper only

What kinds of actions a fast-path hit can fire.

5 items·0 custom
CTA types
cta_types
super only

What kinds of CTAs the bot can render.

8 items·0 custom
Flow step types
flow_step_types
lockedsuper only

Building blocks available in the forms DSL. Architectural — locked.

9 items·0 custom
Flow starter templates
flow_starter_templates
super only

Starter templates shown in the New Flow wizard.

5 items·2 custom

Tickets

3 lists
Ticket categories
ticket_categories
super only

Categories used when raising a support ticket.

9 items·0 custom
Ticket severities
ticket_severities
super only

Severity levels with default SLA targets (in hours).

4 items·0 custom
Ticket statuses
ticket_statuses
lockedsuper only

Lifecycle states for a ticket.

6 items·0 custom

Leads

3 lists
Lead statuses
lead_statuses
client+super

Lifecycle states for a lead. Sales-team editable.

6 items·0 custom
Lead sources
lead_sources
client+super

Where a lead originated.

9 items·1 custom
Industries
industries
client+super

Customer/lead industry segmentation.

9 items·9 custom

Compliance

2 lists
DNC reasons
dnc_reasons
super only

Why a contact is on the Do Not Call list.

4 items·0 custom
Consent types
consent_types
super only

What kinds of consent visitors can grant.

4 items·0 custom

Campaigns

2 lists
Campaign goals
campaign_goals
client+super

Outbound campaign goal types.

6 items·1 custom
Dialer modes
dialer_modes
lockedsuper only

How outbound calls are dialed.

3 items·0 custom

Agents

1 list
Agent skills
agent_skills
client+super

Skills used to route sessions to the right agent.

9 items·9 custom

Finance

1 list
Currencies
currencies
super only

Currency codes used in currency-typed lead fields and reports.

6 items·0 custom

Geography

1 list
Timezones
timezones
super only

Timezones for working hours, scheduling, and lead localization.

6 items·0 custom

System

3 lists
Webhook event types
webhook_events
lockedsuper only

Events that outbound webhooks can subscribe to. Architectural — locked.

11 items·0 custom
Email notification triggers
email_notification_triggers
lockedsuper only

Events that fire email notifications. Architectural — locked.

8 items·0 custom
Enrichment providers
enrichment_providers
lockedsuper only

Lead enrichment providers — managed via Modules. Locked.

4 items·0 custom
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