Sequences

Automatic follow-up at the right pace

Schedule a series of messages and chatbots with set intervals and allowed hours, so nobody gets contacted at the wrong time.

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Why use sequences

The follow-up your team forgets to do

The sequence keeps the conversation alive while your team looks after whoever is already replying.

Message cadence

A series of messages and chatbots fired in order.

Scheduled intervals

You set how much time separates one step from the next.

Allowed hours

Nothing goes out beyond the window you authorize.

Entry and exit via bot

An action in the chatbot adds or removes the contact from the sequence.

Replies become conversations

If the contact replies, the conversation enters the team's queue.

No duplicate contact

The contact stays with the same owner throughout the sequence.

Entry and exit

The chatbot decides who comes in and who goes out

An action in the chatbot flow adds the contact to the sequence or takes them out of it, so the cadence follows what the person actually does.

  • Messages and chatbots combined in the same sequence
  • Configurable interval between each step
  • Allowed hours that respect the customer's routine
  • Contacts added or removed by a chatbot action

Follow-up sequence

  • Day 0
    Message

    Hi! I saw you asked for a quote. Can I help?

  • Day 2
    Chatbot

    Menu with common questions about lead times.

  • Day 5
    Message

    I can hold these terms until Friday. Shall we go ahead?

Sends only Monday to Friday, 9 AM to 6 PM
How it works

From the first cadence to the follow-up

The sequence is built once and then runs on its own for every contact who enters it.

  1. 1

    Set the trigger

    Choose at which point in the chatbot the contact enters the sequence, such as after asking for a quote.

  2. 2

    Build the cadence

    Put the steps in order, combining direct messages and automation chatbots.

  3. 3

    Configure timing and hours

    Choose the interval between each step and the time window in which sending can happen.

  4. 4

    Track the replies

    Anyone who replies enters the team queue as a conversation and leaves the cadence through the action you defined.

Entry and exit

The chatbot decides who comes in and who goes out

An action in the chatbot flow adds the contact to the sequence or takes them out of it, so the cadence follows what the person actually does.

  • A chatbot action that adds the contact to the sequence
  • A chatbot action that removes the contact once the matter is resolved
  • The contact's reply becomes a conversation in the responsible team's queue
  • Steps combining messages and automation chatbots in the same cadence

Sequence rules

  • Add

    The contact asked for a quote in the chatbot and enters the follow-up cadence.

  • Remove

    The contact chose to speak with Sales and leaves the cadence immediately.

  • Remove

    The deal was closed and the contact no longer receives the next steps.

An active contact goes through the cadence only once
Dúvidas

About sequences

A campaign is a bulk send to a chosen audience, on a set date. A sequence is a continuous cadence: the contact enters through a chatbot action and receives the steps at the intervals you defined.

You can. An action in the chatbot removes the contact from the cadence, so anyone who already resolved the matter or asked to speak with the team stops receiving the next steps.

Yes. You define the allowed sending hours, and nothing goes out beyond that window. The step waits for the next valid time.

Direct messages and automation chatbots, combined in the same cadence. One step can be plain text and the next a flow with an options menu.

Pronto para começar?

Automate your follow-up

Create your first sequence, set the intervals and let the follow-up run on its own.

  • No credit card
  • Set up in 5 minutes