Multi-step, multi-channel follow-up automations. Each step is a templated message on a chosen channel with a delay + branching on reply.
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How sequences work
A lead is enrolled in a sequence either manually (from the Leads page) or automatically (trigger). Each step fires after its delay. Exit conditions (reply / appointment / status change) automatically remove the lead so they don't get spammed.
A
All sequences
2 enabled · 3 total
enabledManual — pushed from a Lead's actions
Reach out 1 day, 3 days, and 7 days after a demo if the lead hasn't converted.
✉ Email
1d
→
💬 WhatsApp
3d
→
📞 Voice call
7d
Enrolled 30d
42
Exited 30d
38
Reply rate
38%
Appointment rate
21%
enabledAuto — after N days of silence
Leads that went quiet after qualification.
💬 WhatsApp
Immediate
→
✉ Email
2d
→
✦ SMS
5d
Enrolled 30d
86
Exited 30d
71
Reply rate
22%
Appointment rate
8%
disabledAuto — after N days of silence
Re-engage leads marked 'lost' more than 90 days ago.