Sequences that work while you serve customers
Multichannel sequences
WhatsApp and email steps with defined intervals and schedules.
Smart enrollment
Manual, by automation, by event, by inactivity or by AI.
Exit rules
Customer replied? The sequence stops instantly and the conversation returns to the agent.
Sequence funnel
See enrollees, replies and conversions step by step.
Human-approved AI
AI drafts the message; you approve before sending (human-in-the-loop).
CRM integration
Sequences triggered by funnel stage or deal status changes.
How it works
1
Build the sequence
Define steps, channels, intervals and messages (or ask the AI).
2
Enroll the leads
By automation rule, event, inactivity or manual selection.
3
Track the funnel
Replies pause the sequence; conversions show up in the report.
Frequently asked questions
What happens when the lead replies?
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The sequence stops automatically (exit rule) and the conversation returns to the agent or configured queue — the customer never gets an automated message after replying.
Can AI write my follow-ups?
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Yes. The AI drafts each step based on context and you approve, edit or reject before sending — human-in-the-loop mode keeps you in full control.
How do leads join a sequence?
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Five ways: manually, by automation rule, by event (e.g., ad lead), by inactivity (e.g., 3 days without a reply) or by AI decision.
Does automatic follow-up respect Meta's rules?
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Yes. Sequences use the official API, respect the 24-hour window and use approved templates when needed, with configurable limits and intervals.