Init Node 2.0 | Expertflow CX

Node	Init
Description	This node pulls contacts for the campaign and sends them into the flow one at a time. The campaign's contacts come from its contact source (Customer Filter or file), which is set in the campaign configuration in Unified Admin. See Contact Source for the selected Campaign. The number of contacts released into the flow is controlled by a configurable query.

This page applies from CX5.13.0.

Overview

The Init node has a single responsibility:

Contact Delivery – When the node receives an input message, it pulls eligible synchronized contacts and sends them into the flow one at a time.

Category	Inputs	Outputs	Default Label
Contact Operations	1	1	Node name, or "Init" if left blank

Configuration Options

Setting	Default	What it does
Name	(blank)	Optional label for the node
Order	Oldest First (FIFO)	Controls contact selection order (FIFO / LIFO)
Query	(required)	PromQL expression that defines how many contacts are pulled per execution

Query (Contact Pull Logic)

The Query field controls how many contacts are pulled from the synchronized pool per execution of the node.

It can be configured in two ways:

Static value (e.g., 1, 5, 10)
- Acts as a fixed batch size per execution
- Commonly used for progressive or power-style pacing
Dynamic PromQL expression
- Used for adaptive or predictive dialing behavior
- Batch size changes based on real-time system metrics

Example Query

scalar(
  sum(
    1 +
    (
      clamp_min(
        1 /
        clamp_max(
          (
            # recentWeight * recentHitRate
            clamp_max(
              (
                (sum(increase(ob_contacts_sent_for_dialing_total{flowId="aa3cba4927c90d79"}[15m])) OR on() vector(0))
                / 10 # MIN_SAMPLE_SIZE_RECENT
              ),
              1
            )
            *
            (
              (sum(increase(ob_call_human_detected_total{flowId="aa3cba4927c90d79"}[15m])) OR on() vector(0))
              /
              clamp_min(
                (sum(increase(ob_contacts_sent_for_dialing_total{flowId="aa3cba4927c90d79"}[15m])) OR on() vector(0)),
                1
              )
            )

            +

            # (1 - recentWeight) * baseRate
            (
              1 -
              clamp_max(
                (
                  (sum(increase(ob_contacts_sent_for_dialing_total{flowId="aa3cba4927c90d79"}[15m])) OR on() vector(0))
                  / 10 # MIN_SAMPLE_SIZE_RECENT
                ),
                1
              )
            )
            *
            (
              # lifetimeWeight * lifetimeHitRate
              clamp_max(
                (
                  (sum(increase(ob_contacts_sent_for_dialing_total{flowId="aa3cba4927c90d79"}[30d])) OR on() vector(0))
                  / 20 # MIN_SAMPLE_SIZE_LIFETIME
                ),
                1
              )
              *
              (
                (sum(increase(ob_call_human_detected_total{flowId="aa3cba4927c90d79"}[30d])) OR on() vector(0))
                /
                clamp_min(
                  (sum(increase(ob_contacts_sent_for_dialing_total{flowId="aa3cba4927c90d79"}[30d])) OR on() vector(0)),
                  1
                )
              )

              +

              # (1 - lifetimeWeight) * DEFAULT_HIT_RATE
              (
                1 -
                clamp_max(
                  (
                    (sum(increase(ob_contacts_sent_for_dialing_total{flowId="aa3cba4927c90d79"}[30d])) OR on() vector(0))
                    / 20 # MIN_SAMPLE_SIZE_LIFETIME
                  ),
                  1
                )
              )
              * 0.5 # DEFAULT_HIT_RATE
            )
          ),
          1
        ),
        0
      )
      - 1
    )
    *
    # abandonSafetyFactor = 1 - (lifetimeAbandonRate / MAX_ALLOWED_ABANDON_RATE)
    clamp_max(
      clamp_min(
        1 -
        (
          (
            (sum(increase(ob_abandoned_calls_total{flowId="aa3cba4927c90d79"}[30d])) OR on() vector(0))
            /
            clamp_min(
              (sum(increase(ob_call_human_detected_total{flowId="aa3cba4927c90d79"}[30d])) OR on() vector(0)),
              1
            )
          )
          / 0.03 # MAX_ALLOWED_ABANDON_RATE
        ),
        0
      ),
      1
    )
  )
)

Configurable values in this formula:

Value	Current	Meaning
Recent window	`15m`	Lookback for recent dial/hit rate
`MIN_SAMPLE_SIZE_RECENT`	`10`	How many recent dials before recent rate is fully trusted
Lifetime window	`30d`	Lookback for lifetime dial/hit/abandon rates
`MIN_SAMPLE_SIZE_LIFETIME`	`20`	How many lifetime dials before lifetime rate is fully trusted
`DEFAULT_HIT_RATE`	`0.5`	Fallback hit rate when there is little/no history
`MAX_ALLOWED_ABANDON_RATE`	`0.03`	Abandon-rate cap used by the safety factor (`3%`)
`flowId`	`aa3cba4927c90d79`	Campaign/flow this query is scoped to

What This Query Does (High Level)

Dynamically controls contact throughput per execution
Reduces load when human detection increases
Applies penalty when abandonment rate exceeds threshold (3%)
Acts as a real-time campaign pacing / throttling mechanism

The PromQL formula sets how many contacts Init wants to pull; the result is rounded up to a whole number. For CX_Voice campaigns, that value is capped by the remaining allocated slot budget from Campaign Init (Governor) — Init only fetches up to what is still available and reduces the budget as contacts are consumed. For Non_CX_Voice campaigns, the formula is used directly with no slot cap.

If the query is invalid, evaluates to 0, or no contacts are fetched, Init does not send any contacts downstream. For CX_Voice, if an agent was already seized for this pulse, Init releases that agent so it can be used elsewhere.

What Happens When This Node Runs

When an input message reaches the Init node:

The PromQL query is executed
Result is rounded up to a whole number
This defines batch size for contact delivery
Eligible synchronized contacts are selected
Ordering is applied (FIFO / LIFO)
Each contact is emitted as a separate message

The node never pulls directly from CX Customers — only from synchronized campaign contacts.

Runtime Eligibility Check

Before sending, the Init node re-checks every contact, whether the campaign's contact source is a file or a filter. A contact that no longer qualifies is not sent into the flow.

For filter-based campaigns, this includes customers who no longer match the active filter due to:

filter definition update
customer attribute change

Such contacts are not sent into the flow.

Status Indicators

Status	Meaning
🔵 Blue ring	Waiting for input
🟡 Yellow ring	Query evaluated to 0 contacts
🟢 Green dot	Contacts being processed/sent
🔴 Red ring	Missing configuration or runtime error