Custom Sequences

Sequences are automated workflows that make calls based on triggers. Set them up once, and they run forever.

How Sequences Work

Trigger → Wait → Call → Action

Trigger: Something happens (form submitted, appointment booked, etc.)
Wait: Optional delay (immediately, 5 minutes, 24 hours)
Call: AI makes the call with your script
Action: What happens next (book appointment, send notification, update CRM)

Built-In Sequences

These are ready to use. Just turn them on:

Speed to Lead

Trigger: Form submission or new leadAction: AI calls within 30 seconds to qualify and bookLearn more →

Appointment Reminders

Trigger: Upcoming appointmentAction: AI calls 24 hours and 1 hour before to confirmLearn more →

No-Show Follow-Up

Trigger: Missed appointmentAction: AI calls to reschedule within 1 hourLearn more →

Review Request

Trigger: Completed appointmentAction: AI calls 2 hours later to request reviewLearn more →

Creating Custom Sequences

Step 1: Choose Your Trigger

Trigger Type	When It Fires
Form Submission	When someone fills out a form on your website
New Lead (CRM)	When a lead is created in HubSpot, etc.
Appointment Booked	When any appointment is scheduled
Appointment Completed	When an appointment is marked complete
Appointment Missed	When someone no-shows
Manual	When you trigger it from the dashboard
Webhook	When you send a POST request to your sequence URL

Step 2: Set the Timing

Immediately: Call within 30 seconds
Delay: Wait X minutes/hours/days before calling
Window: Only call during business hours (queue for next morning if after-hours)

Step 3: Define the Conversation

Tell the AI what to accomplish:

Goal: Confirm the appointment and answer any questions.

Start with: "Hi, this is [Your Business]. I'm calling to confirm your
appointment on [date] at [time]."

If they want to reschedule: Offer alternative times from the calendar.
If they want to cancel: Mark as cancelled and ask if they want to rebook later.
If they have questions: Answer from the knowledge base.

Step 4: Set the Outcome Actions

What happens after the call:

Update the calendar (reschedule, cancel, confirm)
Send a notification (email, SMS, Slack)
Update the CRM
Trigger another sequence

Example: Lead Qualification Sequence

Scenario: A roofing company wants to qualify leads before sending an estimator.

Trigger: Form submission on "Free Estimate" page
Timing: Within 30 seconds

Conversation goal: Qualify the lead and book an estimate if qualified.

Questions to ask:
- What type of roof do you have? (shingle, tile, metal)
- How old is the roof?
- Are you the homeowner?
- What's your timeline for getting this done?

Qualification criteria:
- Must be homeowner
- Roof must be 10+ years old OR have visible damage
- Timeline within 3 months

If qualified: Book an estimate appointment
If not qualified: Thank them and add to nurture list

Sequence Settings

Call Attempts

Max attempts: How many times to try if no answer (1-5)
Retry delay: How long to wait between attempts (5 min - 24 hours)

Caller ID

Use your main business number
Use a specific number for this sequence
Rotate between numbers

Voicemail

Leave a voicemail if no answer
No voicemail, just retry
Custom voicemail message

Hours

24/7
Business hours only
Custom schedule

Tips for Effective Sequences

Keep it simple

Start with one goal per sequence. “Confirm appointment” or “Qualify lead,” not both.

Time it right

Speed-to-lead calls should be immediate. Reminder calls should be 24 hours before. Review requests work best 1-2 hours after service.

Test before launching

Use test mode to receive the calls yourself. Make sure the conversation flows naturally.

Monitor and iterate

Check completion rates. If calls are going unanswered, try different times. If conversations are ending early, adjust the script.

Limits

Plan	Active Sequences	Minutes/Month
Intake	Not available (outbound automations start on Outreach)	—
Outreach	10	500
Concierge	25	2,000
Lead Gen	Custom	Custom

Need Help?

Our team can help you design sequences for your specific use case.

Overview

Concepts

Getting Started

Setup

Features

Customize

Pricing

How Sequences Work

Built-In Sequences

Speed to Lead

Appointment Reminders

No-Show Follow-Up

Review Request

Creating Custom Sequences

Step 1: Choose Your Trigger

Step 2: Set the Timing

Step 3: Define the Conversation

Step 4: Set the Outcome Actions

Example: Lead Qualification Sequence

Sequence Settings

Call Attempts

Caller ID

Voicemail

Hours

Tips for Effective Sequences

Limits

Need Help?

​How Sequences Work

​Built-In Sequences

Speed to Lead

Appointment Reminders

No-Show Follow-Up

Review Request

​Creating Custom Sequences

​Step 1: Choose Your Trigger

​Step 2: Set the Timing

​Step 3: Define the Conversation

​Step 4: Set the Outcome Actions

​Example: Lead Qualification Sequence

​Sequence Settings

​Call Attempts

​Caller ID

​Voicemail

​Hours

​Tips for Effective Sequences

​Limits

Need Help?

How Sequences Work

Built-In Sequences

Creating Custom Sequences

Step 1: Choose Your Trigger

Step 2: Set the Timing

Step 3: Define the Conversation

Step 4: Set the Outcome Actions

Example: Lead Qualification Sequence

Sequence Settings

Call Attempts

Caller ID

Voicemail

Hours

Tips for Effective Sequences

Limits