Skip to main content

Advanced Sequence Quickstart Guide

Get started with the new version of sequence

Updated this week

Advanced Sequence overview

Say hello to Advanced Sequences — a smarter way to engage your prospects with 3-step multichannel automated outreach. Whether it's email, LinkedIn, or calls, you can now orchestrate your actions across channels in a single, streamlined flow.

With more flexibility and clarity, you can surface the right insights and execute the right steps, exactly when you need them — all without leaving your workflow.

In this guide, you'll learn:

  • Why Advanced Sequences matter for your daily prospecting

  • What’s new compared to previous sequence flows

  • How to customize sequences for yourself and your team

What's changing and why?

Every sales team has its own rhythm and methodology when it comes to outbound.

With that in mind, we’ve redesigned Advanced Sequences to bring more flexibility, structure, and visibility to your outreach process—so you can work the way that suits your team best, without limitations.

Starting now, Advanced Sequences will become the new default experience.

Our goal is to make this transition as smooth and intuitive as possible by removing the common blockers that were previously slowing teams down, and adding new features gradually.

Advanced Sequences is a major upgrade to the previous version because it allows you to:

  • Chain multiple actions on the same day without unnecessary delays

  • Add structured call steps to build true multichannel sequences

  • Preview every step of your sequence and catch errors before launch

  • Launch with confidence, knowing your variables and personalizations are spot on

  • Drag & drop your steps for more efficiency

  • Duplicate performant sequences

Your feedback is more valuable than ever. If you have thoughts, questions, or ideas, feel free to reach out to our support team by the chat. We're listening and iterating fast.

Differences from the current sequences

Step builder - Decrease the delay between two steps

One of the most common frustrations with the previous version of sequences was the mandatory 1-day delay between steps. This limitation felt rigid and out of sync with how sales teams actually work—especially in multi-channel workflows where timing is everything. Forcing a 24-hour wait between each step broke the flow and often led to lost momentum.

🍬 That’s why we’ve introduced a new delay picker, allowing you to set the time between steps in minutes, hours, or days. Now, you’re in full control of your outreach cadence—with the precision needed to stay timely, relevant, and effective.

💡 To ensure optimal deliverability and avoid spam-like behavior, a minimum delay of 5 minutes is required between two steps in a sequence.

Step builder - Call step

Until now, sales teams couldn’t include call steps within their sequences—forcing them to manage calls manually, outside of their core workflow.

Thousands of users have voiced the same frustration: without call steps, sequences feel incomplete, and reps lose efficiency and tracking visibility.

🍬 With the introduction of call steps, you can now integrate calls directly into your sequences. Each call step will automatically generate a manual task, helping you stay on track, follow up at the right moment, and drive better results—without the extra admin work.

💡Rules:

  • Call task from sequence must be manually validated to allow sequence to move forward

  • Task from sequence can’t be deleted neither rescheduled. These button have been replaced by a skip button in the task management tab.

  • Snooze task is replaced by Skip button

  • User must connect Aircall or Ringover to launch a call

Previews

One of the most common sources of stress for SDRs has been the lack of visibility when launching sequences. Without a way to preview how each step will look to the lead, launching a sequence often felt like “shooting in the dark.”

🍬 With the new step-by-step preview, everything changes. Before launching, users can now review every email, LinkedIn action, and call step, with variables filled in, catch errors in real-time, choose the right email address, and make final edits. This gives teams the confidence and control they need to send high-quality outreach, every time.

💡With the new preview, you can now:

  • Display and edit missing variables

  • Edit the sender from your workspace

  • Edit the recipient and enrich the email

Step builder - Drag & drop

You asked for it — it’s here. You can now build and reorganize your sequence steps using drag & drop.


No more rebuilding from scratch when you want to move steps around. Just grab, drop, and you’re done.

Whether you're adjusting the order of emails, call tasks, or LinkedIn actions, the drag & drop builder makes it intuitive and visual — so you stay focused on strategy, not structure.

💡 Available for all users, no setup required.

Duplicate sequences

If you’ve ever rebuilt a sequence manually just to test a variation or target a different audience — we heard you.

Now, you can duplicate any existing sequence in one click, keeping the full structure (steps, order, delays, content). Perfect for:

  • A/B testing variations

  • Reusing top-performing templates

  • Scaling sequences across your team

💡 Leads are not copied when duplicating — so you start fresh, fast.

To duplicate:

How do I get started?

All users can access Advanced Sequence. All you have to do is:

  1. In the menu on the left, click on "Sequences"

  2. In the upper right corner click on "Create a new sequence"

  3. Follow the indications in this article

👩🏼‍💻 For further information, please do not hesitate to contact us:

Did this answer your question?