Smart Filter Node - SubVerse AI

Overview

The Smart Filter Node allows you to filter data and create conditional logic in your workflows. It evaluates data against specified conditions and routes workflow execution based on the results.

Use Cases

Conditional Routing: Route workflows based on data values
Data Validation: Filter out invalid or incomplete records
Priority Assignment: Categorize by urgency or importance
Lead Qualification: Filter high-quality leads
Error Handling: Identify and handle failed operations
Status-Based Actions: Take different actions based on status
Threshold Checks: Trigger actions when values exceed limits
Multi-Criteria Filtering: Apply complex filtering logic

Inputs

Field (Required)

Select a field to apply the filter on. Configuration:

Can be a single field from dropdown
Can link multiple fields from previous blocks
Supports nested object properties

Examples:

Call_Status
Call_Duration
Customer_Details.name
Order_Amount

Condition (Required)

Define the filtering condition to apply. Available Conditions: Equality:

= (equals)
!= (not equals)

Comparison:

> (greater than)
< (less than)
>= (greater than or equal to)
<= (less than or equal to)

Text:

contains (includes substring)
not contains (doesn’t include substring)
starts with (begins with text)
ends with (ends with text)

Existence:

is empty (null or empty)
is not empty (has value)

Value (Required)

Enter the value to filter by. Format:

Text: "connected", "John Doe"
Numbers: 100, 5.5
Boolean: true, false

Examples:

For status check: connected
For duration: 60
For amount: 1000

Add More

Apply multiple conditions simultaneously. Operators:

AND: All conditions must be true
OR: At least one condition must be true

Example:

Condition 1: Call_Status = connected
AND
Condition 2: Call_Duration > 60

Outputs

Filtered Results

Returns only the data that matches the specified filter conditions. Behavior:

If conditions match: Data passes through
If conditions don’t match: Data is filtered out
Multiple matches: All matching records returned

Configuration Examples

Example 1: Filter Successful Calls

Field: Call_Status
Condition: =
Value: connected

Result: Only passes through calls that successfully connected

Example 2: Filter Long Calls

Field: Call_Duration
Condition: >
Value: 120

Result: Only passes through calls longer than 2 minutes

Example 3: Filter High-Value Orders

Field: Order_Amount
Condition: >=
Value: 5000

Result: Only passes through orders of ₹5,000 or more

Example 4: Filter by Customer Name

Field: Customer_Details.name
Condition: contains
Value: John

Result: Only passes through customers with “John” in their name

Example 5: Multiple Conditions (AND)

Condition 1:
  Field: Call_Status
  Condition: =
  Value: connected

AND

Condition 2:
  Field: Call_Duration
  Condition: >
  Value: 60

Result: Only passes through calls that connected AND lasted more than 60 seconds

Example 6: Multiple Conditions (OR)

Condition 1:
  Field: Call_Status
  Condition: =
  Value: couldn't connect

OR

Condition 2:
  Field: Call_Duration
  Condition: <
  Value: 30

Result: Passes through calls that either didn’t connect OR were very short

Workflow Integration

Common Patterns

Pattern 1: Success/Failure Routing

Voice Agent Node
  ↓
Smart Filter (Call_Status = connected)
  ↓ (if true)
Send Email Node (success email)
  ↓ (if false)
Schedule Callback Node (retry call)

Pattern 2: Priority-Based Routing

Incoming Call Node
  ↓
AI Query Agent (analyze urgency)
  ↓
Smart Filter (urgency = high)
  ↓ (if true)
Webhook Node (alert team immediately)
  ↓ (if false)
Send Email Node (standard follow-up)

Pattern 3: Lead Qualification

Voice Agent Node
  ↓
AI Query Agent (score lead)
  ↓
Smart Filter (lead_score >= 7)
  ↓ (if true)
Webhook Node (send to sales CRM)
  ↓ (if false)
Send Email Node (nurture campaign)

Pattern 4: Multi-Stage Filtering

Upload Data Node
  ↓
Smart Filter 1 (valid phone number)
  ↓
Smart Filter 2 (opted-in customers)
  ↓
Smart Filter 3 (active accounts)
  ↓
Voice Agent Node (make calls)

Pattern 5: Error Handling

Send Email Node
  ↓
Smart Filter (Email_success = false)
  ↓ (if true)
Send WhatsApp Node (fallback channel)
  ↓
Webhook Node (log error)

Advanced Filtering

Nested Field Access

Access nested object properties using dot notation:

Field: Customer_Details.account.type
Condition: =
Value: premium

Array Filtering

Filter based on array properties:

Field: Tags
Condition: contains
Value: vip

Numeric Ranges

Combine conditions for range filtering:

Condition 1: Order_Amount >= 1000
AND
Condition 2: Order_Amount <= 5000

Result: Orders between ₹1,000 and ₹5,000

Text Pattern Matching

Use text conditions for pattern matching:

Field: Email
Condition: ends with
Value: @company.com

Result: Only company email addresses

Best Practices

Condition Design

Be Specific: Use precise conditions to avoid false matches
Test Thoroughly: Verify filters with sample data
Document Logic: Comment complex filter combinations
Handle Edge Cases: Account for null/empty values

Performance

Filter Early: Apply filters as early as possible in workflow
Minimize Conditions: Use only necessary conditions
Optimize Order: Put most selective filters first
Batch Processing: Filter large datasets efficiently

Data Quality

Validate Input: Ensure data format matches expectations
Handle Missing Data: Account for empty or null fields
Type Consistency: Match data types (text, number, boolean)
Case Sensitivity: Consider case when filtering text

Workflow Design

Clear Paths: Define clear true/false paths
Error Handling: Handle cases where no data passes filter
Logging: Log filtered data for debugging
Monitoring: Track filter effectiveness

Use Case Examples

Customer Service Priority Routing

Smart Filter 1: Call_Duration < 30
  → Schedule Callback (dropped call)

Smart Filter 2: Sentiment = negative
  → Webhook (alert supervisor)

Smart Filter 3: Issue_Type = billing
  → Send Email (billing team)

Default:
  → Send Email (standard follow-up)

E-commerce Order Processing

Smart Filter 1: Order_Amount > 10000
  → Webhook (VIP order alert)
  → Send WhatsApp (premium confirmation)

Smart Filter 2: Payment_Method = COD
  → Voice Agent (COD confirmation call)

Smart Filter 3: Delivery_City = metro
  → Send Email (fast delivery option)

Default:
  → Send Email (standard confirmation)

Lead Qualification Pipeline

Smart Filter 1: Lead_Score >= 8 AND Budget >= 50000
  → Webhook (hot lead to sales)
  → Schedule Callback (immediate follow-up)

Smart Filter 2: Lead_Score >= 5 AND Lead_Score < 8
  → Send Email (detailed information)
  → Schedule Callback (follow-up in 3 days)

Smart Filter 3: Lead_Score < 5
  → Send Email (nurture campaign)

Default:
  → No action

Troubleshooting

No Data Passing Through

Possible Causes:

Conditions too restrictive
Data format mismatch
Field name incorrect
Value comparison error

Solutions:

Review and relax conditions
Verify data types match
Check field names (case-sensitive)
Test with known data

Unexpected Results

Possible Causes:

Logical operator error (AND vs OR)
Case sensitivity issues
Numeric vs string comparison
Nested field access error

Solutions:

Review AND/OR logic
Use exact case matching
Ensure correct data types
Verify nested field paths

Performance Issues

Possible Causes:

Too many conditions
Large dataset filtering
Complex nested conditions

Solutions:

Simplify filter logic
Filter in stages
Optimize condition order

Next Steps

AI Query Agent Node

Intelligent decision-making

Webhook Node

Route filtered data to external systems

Send Email Node

Send emails based on filter results

Schedule Callback Node

Schedule callbacks for filtered data

Use Smart Filter nodes in sequence to create multi-stage filtering pipelines for complex routing logic.

Smart Filter evaluates conditions in real-time. Ensure your data is properly formatted and field names match exactly (case-sensitive).

Getting Started

Trigger Nodes

Agent Nodes

Function Nodes

​Overview

​Use Cases

​Inputs

​Field (Required)

​Condition (Required)

​Value (Required)

​Add More

​Outputs

​Filtered Results

​Configuration Examples

​Example 1: Filter Successful Calls

​Example 2: Filter Long Calls

​Example 3: Filter High-Value Orders

​Example 4: Filter by Customer Name

​Example 5: Multiple Conditions (AND)

​Example 6: Multiple Conditions (OR)

​Workflow Integration

​Common Patterns

​Advanced Filtering

​Nested Field Access

​Array Filtering

​Numeric Ranges

​Text Pattern Matching

​Best Practices

​Condition Design

​Performance

​Data Quality

​Workflow Design

​Use Case Examples

​Customer Service Priority Routing

​E-commerce Order Processing

​Lead Qualification Pipeline

​Troubleshooting

​No Data Passing Through

​Unexpected Results

​Performance Issues

​Next Steps

AI Query Agent Node

Webhook Node

Send Email Node

Schedule Callback Node

Overview

Use Cases

Inputs

Field (Required)

Condition (Required)

Value (Required)

Add More

Outputs

Filtered Results

Configuration Examples

Example 1: Filter Successful Calls

Example 2: Filter Long Calls

Example 3: Filter High-Value Orders

Example 4: Filter by Customer Name

Example 5: Multiple Conditions (AND)

Example 6: Multiple Conditions (OR)

Workflow Integration

Common Patterns

Advanced Filtering

Nested Field Access

Array Filtering

Numeric Ranges

Text Pattern Matching

Best Practices

Condition Design

Performance

Data Quality

Workflow Design

Use Case Examples

Customer Service Priority Routing

E-commerce Order Processing

Lead Qualification Pipeline

Troubleshooting

No Data Passing Through

Unexpected Results

Performance Issues

Next Steps