Sequencer

The Sequencer automates multi-step outreach across every channel. Define a series of steps — emails, LinkedIn actions, phone calls, SMS, WhatsApp — and graph8 executes them on a schedule for each contact in your list.

Channels

Sequences support multiple channels, each with its own resource allocation:

Channel	What It Does
Email	Send via Gmail or SMTP mailboxes
LinkedIn	Connection request, direct message, InMail, follow, view profile, like post (via HeyReach)
Phone	Voice AI calls or manual dialer
SMS	Text messages
WhatsApp	WhatsApp Business messages

Each channel requires an allocated resource — a mailbox for email, a LinkedIn account for LinkedIn actions, a phone number for calls/SMS, etc.

Building a Sequence

1. Go to Engage → Sequencer and click Create Sequence
2. Name your sequence and select a contact list
3. Add steps — each step has a channel, timing, and content
4. Assign resources (mailboxes, phone numbers, LinkedIn accounts)
5. Set a schedule for sending windows

Steps

Each step defines one action in the sequence:

Step Type	Channel	What It Does
Email	Email	Send a personalized email
Phone	Phone	Trigger a voice AI call
Manual Dialer	Phone	Queue contact for manual dialing
LinkedIn	LinkedIn	Execute a LinkedIn action (connect, message, InMail, follow, view, like)
SMS	SMS	Send a text message
WhatsApp	WhatsApp	Send a WhatsApp Business message

For each step, choose how the content is created:

• On-demand — write the content yourself
• AI-generated template — let AI generate the content
• Manual template — use a saved template

Set the time interval between steps (e.g., wait 2 days after the previous step before executing).

LinkedIn Actions

LinkedIn steps support multiple action types:

• Connection request — send a connection request with an optional message and fallback message
• Message — send a direct message to an existing connection
• InMail — send an InMail with subject and body
• Follow — follow the contact’s profile
• View profile — view the contact’s profile (creates a notification)
• Like post — like a recent post with a selectable reaction type

Sequence Settings

Setting	What It Controls
Finish on reply	Stop the sequence for a contact when they reply
Send in same thread	Keep all emails in the same email thread
Wait for new contacts	Pause the sequence and resume when new contacts are added to the list
Shared	Make the sequence visible to your entire team

Running a Sequence

Sequences move through these statuses:

Status	Meaning
Drafted	Created but not yet started
Scheduling	Processing and scheduling contacts
Live	Actively executing steps
Paused	Temporarily stopped — can resume
Waiting	Paused, will resume when new contacts are added
Completed	All contacts have finished the sequence
Terminated	Manually stopped — cannot resume

Controls:

• Start — begin executing the sequence
• Pause / Resume — temporarily stop and restart
• Terminate — permanently stop the sequence
• Duplicate — create a copy of the sequence

Contact States

Each contact in a sequence has their own state:

State	Meaning
Queued	Waiting to begin
In progress	Currently executing steps
Paused	Manually paused
Completed	Finished all steps
Failed	A step failed
Bounced	Email or message bounced
Removed	Manually removed from the sequence
Replied	Contact replied (sequence stopped if finish-on-reply is enabled)

You can pause or resume individual contacts without affecting the rest of the sequence.

Schedules

Schedules define when steps can execute:

• Sending windows — set the hours and days of the week when messages can be sent
• Timezone — respect each contact’s timezone for delivery timing

Create reusable schedules in Engage → Schedules and assign them to any sequence.

Templates

Save time with reusable templates:

• Sequence templates — save an entire sequence structure (steps, timing, channels) for reuse
• Step templates — save individual step content as templates

Reports & Analytics

Every sequence tracks detailed performance:

Metric	What It Shows
Overview	Total contacts, active, completed, success rate, overall progress
Step breakdown	Per-step counts: queued, in progress, completed, failed, bounced, replied
Conversion funnel	Contacts entered vs. completed at each step
Step performance	Sent, delivered, replied, bounced counts and rates per step
Response rates	Reply rates across time frames (24h, 48h, 7 days)
Engagement trends	Daily reply rate and bounce rate trends

Studio Integration

Campaigns created in Studio can be launched directly into the Sequencer. When launched, the sequence inherits the campaign’s messaging, personas, and channel strategy. The link between Studio campaign and Engage sequence is maintained for end-to-end performance tracking.

Tip

Start with 3–5 steps per sequence. Multi-channel sequences (email + LinkedIn + phone) typically outperform single-channel ones. Use the conversion funnel report to identify where contacts drop off.

Next Steps

• Inbox → — Manage replies and conversations
• Dialer → — Power dialer for outbound calls
• Connections → — Connect your CRM for contact sync