How to Create a Sequence

Follow this article to create your own Sequence

Sequences are ideal for executing several types of actions automatically!

Please Note: Sequences are required for Voice capabilities.

  • Click on the Sequences tab on the left-hand menu
  • Click on the Create Sequences button at the top-right.
  • Enter your Sequence Title, then click Create Sequence
  • Select your Actions

    • Click on the Plus Symbol below the Action to add additional actions.
    • Use the Arrows to rearrange steps you've already created.
    • Duplicate steps to save time while building similar steps.
    • You may set a specific delay for each action using the Clock Icon.
    • The Trash Bin Icon is used to remove a step.
       
  • If you still want the ability to modify your Sequence, click on the Save Icon at the Top! If your Sequence is ready to launch, click the Activate Button.

Additional Tips and Notes for Sequences

  • If a prospect responds to a step in a Sequence, the Sequence will PAUSE for that prospect. The AI will NOT respond.
  • Individuals currently cannot be removed from sequences.