Managing Sequences in SDR Agent

Overview Sequences are automated outreach campaigns that include multiple steps such as emails, SMS, and LinkedIn messages. In SDR Agent, sequences are AI-generated based on personas and can be tracked in real-time.

Accessing Sequences Tab

Navigate to the SDR Agent tab.

Click on the Sequences sub-tab.

Sequence List View Shows:

Sequence Name

Total Active Leads

Leads Due for Steps

Finished Leads

Emails Delivered / Opened / Clicked / Replied

Mapped ICP

Assigned Agents

Created By & Date

Status (Active, Inactive)

Supported Sequence Steps

Email

SMS

LinkedIn Message

Note: Calls are not supported in SDR Agent sequences.


Creating or Editing Sequences

AI auto-generates sequences based on personas.

Users can edit step content and timing.

Minimum of 1 persona-based sequence is required.

Filters Available

Created Date (Today, Last 7 Days, Custom)

ICP Name / Type (Contains or Does Not Contain)

Sequences Assigned (Contains or Does Not Contain)

Agents Assigned (Name or Email)

Best Practices

Assign sequences based on ICP-persona fit.

Keep sequences short and high-impact.

Monitor performance metrics to iterate.

Updated on: 15/04/2025