The step types
Send
Send a message on a specific channel: LinkedIn invite, LinkedIn DM, email, WhatsApp message, LinkedIn comment, LinkedIn reaction, LinkedIn profile view.
Wait
Wait N hours or days before the next step.
Wait for event
Wait for a specific event (they replied, they accepted the invite, they opened the email) before continuing.
Branch
Split the flow based on a rule (“if they replied → escalate; if not → try email”).
AI reply
When a reply comes in, Guhan drafts a response for you to approve — then sends automatically or waits for your OK.
Hand off
Pause the sequence and send you a task in the Inbox. Useful for high-stakes moments.
Two ways to build a sequence
Simple (stair view)
A vertical list of steps. Great for linear sequences with no branching.Advanced (canvas)
A visual node graph. Necessary if you want to branch based on prospect behavior.Send steps: what actually gets sent
Every send step has:- Channel — LinkedIn invite, DM, email, WhatsApp, comment, reaction, profile view
- Body / brief — you write a short brief describing what to say, not the literal words. Guhan writes the actual message per prospect.
- Subject line (email only) — same treatment; you write intent, Guhan personalizes
- Sender account — which of your connected accounts sends this step (defaults to the agent’s default)
- Require approval (optional) — hold the send until you click Approve in the Inbox
Brief, not body. In older systems you’d write
Hi {{firstName}}, saw that {{companyName}} raised... with token-replacement. Guhan doesn’t do that — you write “Congratulate on the funding, offer help with SDR ramp” and Guhan writes a fresh message per prospect referencing their actual funding round.Wait steps
- Fixed wait — “wait 3 days” then go to the next step regardless
- Wait for event — “wait until they reply OR 7 days pass, whichever first”
Send invite → wait for invite acceptance (up to 14 days) → send DM if accepted. Guhan handles the “if they didn’t accept, don’t try to DM” automatically.
Branch steps
Split the flow based on rules. Example:- If prospect has an email → try email next
- If not → try WhatsApp next
AI reply steps
When a reply comes in during a sequence, Guhan can:- Classify the reply — is it a “yes”, a “not now”, a “not interested”, a meeting request?
- Draft an appropriate response — brief, on-brand, references what they said
- Either auto-send it OR hand off to you for approval
Editing a live sequence
When you edit a sequence on a live Outreach Agent, Guhan publishes a new version. What happens:- New prospects enrolled after the edit get the new version
- Prospects already in-flight keep their old version (so they don’t get double-messages or skipped steps)
- You can pause the agent, edit, publish, and the pause resumes on the new version
Related
Build a sequence
Step-by-step canvas walkthrough.
AI reply drafts
How Guhan drafts replies for you.
