CAPABILITY · AUTOMATIONS

Playbooks That Keep Every Lead Moving

Multi-step sequences across email, SMS, tasks, and calls — plus bulk operations that run server-side with live progress. Follow-up stops depending on memory.

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New-lead warm-up
EXAMPLE PLAYBOOK · 214 LEADS
ACTIVE
EMAILIntro — Expansion Angle
Template: “Expansion angle” · personalized from research
WAITWait 2 Days
SMSShort Nudge
Only if mobile is verified SMS-reachable
TASKRep Review
Create call task if opened but no reply
CALLSpeed Dial Block
Enters Thursday's ranked calling queue
Background jobs
SERVER-SIDE · SAFE TO CLOSE THE TAB
Bulk email · June follow-up1,780 / 2,431
CANCEL
Research enrichment · new imports412 / 5,000
CANCEL
Add tag · “tradeshow-q3”DONE · 4,812
HOW IT WORKS

Set the Play. The System Keeps the Pace.

1

Design the Sequence

Chain steps — email, wait, SMS, task, call — each with its own template and delay.

2

Enroll a Scored Segment

Select eligible leads for enrollment and review the audience. Confirm the enrollment and trigger options enabled in your workspace.

3

Let It Run Server-Side

Accepted jobs run in the background. Review progress, errors, and available cancellation controls.

4

Step In When It's Human Time

When a lead replies or books, reps get the handoff with full context. Automation stops; conversation starts.

WHAT YOU GET

Automation That Respects the Human Moment

The machine does the repetition. Your team does the relationship.

Multi-Step Playbooks
Email → wait 2 days → SMS → task → call. Every step configurable with its own template and timing.
Bulk Actions at Scale
Tag, add to list, create tasks, or message thousands of leads in one tracked operation.
Scheduled Sends
Queue campaigns and steps for the right moment; see and cancel them from the scheduled-jobs panel.
Task Automation
Call and follow-up tasks created in bulk — so every hot lead has a next step with an owner.
Progress and Cancel
Review job progress and use available cancellation controls. Cancellation cannot undo messages or actions already processed.
Suppression-Aware
Sequences skip opted-out and do-not-contact leads automatically at every step.
Reply-Aware Handoff
A real reply pulls the lead out of the machine and into your inbox with full history.
Score-Driven Triggers
Use current scores when choosing an audience. Confirm whether enrollment is manual, scheduled, or triggered for your configured workflow.

Follow-Up That Never Forgets.

Review the audience, templates, delays, and stop conditions, then test with a small approved list.

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FAQ

Frequently Asked Questions

Will automation make my outreach feel robotic? +

The sequences carry the repetitive work — templates still pull real research per lead, and any reply hands the conversation to a human immediately. Automation runs the follow-up, not the relationship.

What happens if I need to stop a big send? +

Use the cancellation control for the job and review its final status. Work already in progress or handed to a provider may complete; cancellation does not recall delivered messages.

Can steps branch on replies? +

Sequences pause per-lead when a genuine reply arrives so a human can take over. Outcome-driven branching is on the roadmap.