Follow one person all the way to a meeting
Triggered by a form fill or by enrolling somebody: call, WhatsApp, wait, email — and move the stage, create a task or book a meeting between the steps.
5 tutorials in this section
Tutorials in Sequences
Campaign, sequence or workflow: which one you want
Three tools with the same plain-English steps, differing on who they run on and what they may touch. Pick wrong and you build a workflow that talks.
ReadCreate a sequence from a form submission
Somebody fills in your form; two minutes later an AI agent is calling them, and if they do not pick up a WhatsApp is on its way. The trigger, the steps, the stop.
ReadThe steps a sequence can have: talk, wait, decide, act
A call, a WhatsApp, an email. A wait. A condition. A stage change, a task, a meeting, an owner. In one ordered list, run top to bottom.
ReadEnrol one person in a sequence by hand
Not every sequence starts with a trigger. From a contact record or inside a conversation, put this one person into the renewal sequence or the win-back.
ReadWhen a sequence stops, and why it did not
A sequence ends for a person when they connect, when it reaches the stop line, or when their stage goes terminal. If it keeps going, one of those is not being seen.
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