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A Sequence is the list of steps Ava takes when contacting leads. You choose what she does, in what order, and how long she waits between each one. When you create a Campaign, you either pick a sequence template or build from scratch. Each step runs top to bottom.

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Sequence steps

There are three types of steps you can add to a sequence, one for each way Ava can contact a lead.
  1. Email
  2. Manual task
  3. Human call
You can add a step in two ways. Clicking a step type in the left panel adds it to the end of the sequence. To place a step between two existing ones, hover over the arrow connecting them and click the + icon that appears, then pick the step you want. Every step after the first has a Wait for delay that sets how long Ava waits before running it. You set the number and choose Days or Hours. The first step has no delay, since it starts the sequence when the campaign starts running.

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Email 

This is a send email step where Ava sends an email to the lead from the sender’s mailbox. The content is either written by Ava or by you. When Ava writes the email for you, she follows the instructions you give her in Coaching. But you can write your own email too. You add variables from the lead’s details, format the email copy, and attach files. If you’d like Ava to refine what you wrote, turn on Polish before sending, and she’ll make sure the message reads naturally and adapt it when any variables or data are missing or unclear. Each email step is set individually, so one campaign can have more than one email step.

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Manual task

This is a manual task step where you create a task for the sender to complete. You give the task a subject and a message, and it appears under Manual tasks on the sender’s Tasks page fort hem to take action on. You can add variables to both the subject and the message so each task is filled in with the lead’s details.

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Human call

This is a call step where the sender makes the call themselves using the Artisan Dialer. Before this step can run, you need to set up a Dialer for the campaign. Learn more about Dialer Once the Dialer is set, the Human call step schedules a call for the lead and adds it to the sender’s Dialer queue when the sequence reaches it. The call shows up under due and upcoming calls.