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

1. Navigate to the SDR Agent tab.
   
2. 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