You can pick from existing pre-loaded options that tie to our pre-built library

Or write custom scripts, which requires adding custom values to the Enroll field on the Enroll Event object

You will use a Structurely Workflow + Script Assignment "Tag" to associate the right Enrollment Event with the right script

In Setup -> Object Manager -> search "Structurely"

Click on the Structurely Enroll Event object and navigate to Fields & Relationships and click on the "Enroll" field

You will see active Values and Inactive Values. Active values can be used right away and are immediatley available from the picklist. Inactive values are also immediately usable, so long as they are added to the active list
❗ IF YOU ARE ADDING A CUSTOM SCRIPT, CLICK "View Structurely Enroll Value Set"

To add a custom script enrollment value, click "New"

Add the name of your script(s) and click save (NOTE: The scripts do not have to be built in Structurely yet to accomplish this step)

You can now see your custom enroll picklist values in the available list of options

In Structurely go to Rules -> Workflows (Workflows are currently what dictate which Call AI + Cadence to use based on certain trigger events)

Create a new workflow (or edit an existing one) and name the Workflow and select the Call AI agent you wish to use (this can be changed later) - click "create workflow" on the next screen

You will now have a pre-loaded Call AI cadence associated with the Call AI agent you configured in each step

Now, we need to only run this Call AI Workflow when a lead has the tag "your-script-name" from our earlier Salesforce Enroll custom value. Click the "Add Criteria" button on the Trigger step:

Search for and select the "Tags" value and enter the exact value of what you entered in the Enroll picklist in Salesforce (this is case and character sensitive) - then click "add"

Now your Call AI Workflow will only trigger when that Tag is present (and that Tag is present, only when a lead is enrolled via the Enroll event from Salesforce)