Simple (stair) view
A vertical list of steps. Use for linear sequences with no branches.- Click Edit on any step → change the message brief, channel, timing
- Click + between steps → add a new step
- Reorder by drag
Advanced (canvas) view
A visual node graph. Use for:- Branches based on prospect behavior
- AI reply nodes with multi-round approval flows
- Complex conditions (e.g., “only send email if prospect has an email address”)
The node types
Start node
Start node
Where every prospect begins. One per sequence. Nothing to configure.
Send node — LinkedIn invite
Send node — LinkedIn invite
Sends a LinkedIn connection invite.Configure:
- Note (optional) — short custom note attached to the invite
- Template — pick a Brand & Voice template as the starting point
- Sender — which LinkedIn account sends this
Send node — LinkedIn DM
Send node — LinkedIn DM
Sends a direct message on LinkedIn. Requires prior connection.Configure:
- Brief — what to say (Guhan drafts the actual message)
- Template — starting point
- Sender
- Fetch recent post — opt-in; Guhan reads the prospect’s latest post + uses it as a hook (1 credit)
Send node — Email
Send node — Email
Sends an email.Configure:
- Subject brief — Guhan writes the subject per prospect
- Body brief — what to say
- Template — starting point
- Sender (Gmail / Outlook)
- Require approval — hold send until you click Approve
Send node — WhatsApp
Send node — WhatsApp
Sends a WhatsApp message. Requires prospect to have a revealed phone.Configure:
- Brief — what to say
- Template
- Sender (WhatsApp)
Send node — Comment on LinkedIn post
Send node — Comment on LinkedIn post
Guhan drafts + posts a public comment on the prospect’s most recent LinkedIn post. Great for warming a cold prospect before you DM them.Configure:
- Brief — what kind of comment (question / observation / support)
- Fetch recent post — required; Guhan needs a post to comment on
- Sender
Send node — React to LinkedIn post
Send node — React to LinkedIn post
Reacts (like / celebrate / insightful) to the prospect’s most recent post. Zero-cost warming step.Configure:
- Reaction type — default: Like
- Sender
Send node — View LinkedIn profile
Send node — View LinkedIn profile
Just views the prospect’s profile (they’ll see “who viewed your profile” if their privacy settings allow). Zero-cost warming step.
Wait node
Wait node
Wait N hours or days before continuing.Configure:
- Duration — 1 hour → 90 days
Wait for event node
Wait for event node
Wait for a specific event (they replied, they accepted the invite, they opened your email) OR until a timeout expires.Configure:
- Event type — invite accepted / LinkedIn replied / email opened / email clicked / email replied / any reply
- Timeout — max wait (e.g., 7 days)
- On timeout → which edge to take
Branch node
Branch node
Split the flow based on rules about the prospect.Configure:
- Rule — e.g., “has an email” / “in list X” / “posted in last 30 days” / “score > 70”
- Yes edge → goes here if rule matches
- No edge → goes here otherwise
AI reply node
AI reply node
When a reply comes in from a preceding wait_for_event, Guhan classifies + drafts a response.Configure:
- Send for approval — you approve the draft before it sends (safer)
- Auto-send — Guhan sends the draft immediately
- Max consecutive replies — how many rounds Guhan handles before handing off to you
Handoff node
Handoff node
Pause the sequence, drop a task in your Inbox.Configure:
- Mode — Notify / Approve / Decide / Take over / Schedule
- Subject — task title
- Body — instructions for whoever handles it
Exit node
Exit node
End of the sequence. Prospect is marked done.
A recipe: the standard 5-step flow
Great starting point for most B2B outbound:- After invite: 40-60% acceptance
- After DM: 5-10% reply
- After first email: 2-4% additional reply
- After follow-up: 1-2% additional reply
Editing a live sequence
You can edit anytime. When you click Publish:- New prospects enrolled after publish use the new version
- Prospects already in-flight keep their old version (finish per what they started)
Related
Message templates
Reusable briefs to start steps from.
Sequences
Concept overview.
