Skip to main content
Video tutorial coming soon!
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
  1. Trigger: Something happens (form submitted, appointment booked, etc.)
  2. Wait: Optional delay (immediately, 5 minutes, 24 hours)
  3. Call: AI makes the call with your script
  4. 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 TypeWhen It Fires
Form SubmissionWhen someone fills out a form on your website
New Lead (CRM)When a lead is created in HubSpot, etc.
Appointment BookedWhen any appointment is scheduled
Appointment CompletedWhen an appointment is marked complete
Appointment MissedWhen someone no-shows
ManualWhen you trigger it from the dashboard
WebhookWhen 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

Start with one goal per sequence. “Confirm appointment” or “Qualify lead,” not both.
Speed-to-lead calls should be immediate. Reminder calls should be 24 hours before. Review requests work best 1-2 hours after service.
Use test mode to receive the calls yourself. Make sure the conversation flows naturally.
Check completion rates. If calls are going unanswered, try different times. If conversations are ending early, adjust the script.

​
Limits

PlanActive SequencesCalls/Month
Core3500 minutes
Pro102,000 minutes
MaxUnlimitedCustom

Need Help?

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