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Sequences are automated series of messages and actions that run on your behalf without manual intervention. You define the steps — what to send, through which channel, and how long to wait between each one — and Echelon executes them against a list of contacts. Sequences let your AI Employees work consistently at scale, whether you’re nurturing new leads, following up on proposals, or re-engaging dormant contacts.
Basic sequences are available on all plans. The full automation builder — which unlocks multi-channel sequences, branching logic, and advanced triggers — requires a Growth or Scale plan.

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What goes into a sequence

Each sequence is made up of steps. A step defines:
  • Action type — send an email, send a WhatsApp message, send an SMS, or wait
  • Content — the message to send, written by you or drafted by an AI Employee
  • Delay — how long to wait after the previous step before this one runs
Steps run in order. You can build a simple two-step follow-up or a longer multi-touch flow depending on your plan and your goal.

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Build a sequence

1

Open the Sequences section

From your Echelon dashboard, navigate to Sequences and click New Sequence.
2

Name your sequence

Give the sequence a descriptive name that reflects its purpose, such as “Cold Lead Revival — Q2” or “Post-Demo Follow-Up”. This name appears in your dashboard and in the activity feed.
3

Add steps

Click Add step to build out your sequence. For each step, choose the action type, write or import the message content, and set the delay from the previous step.Repeat until you have all the steps you need. You can reorder steps by dragging them, or delete a step by selecting it and choosing Remove.
Multi-channel steps — such as following an email with a WhatsApp message — require a Growth or Scale plan and connected WhatsApp or SMS channels.
4

Set enrollment criteria

Define which contacts should enter this sequence. You can enroll contacts manually, import a list, or set a trigger condition (for example, “contact has not replied in 30 days”). Trigger-based enrollment requires the full automation builder, available on Growth or Scale.
5

Save your sequence

Click Save to store your sequence. It will not run until you connect it to an AI Employee and activate it.

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Connect a sequence to an AI Employee

A sequence needs an AI Employee to execute it. The employee handles sending messages and managing responses that come back during the sequence.
1

Open the sequence

From the Sequences list, select the sequence you just created.
2

Assign an AI Employee

Under Assigned Employee, select the AI Employee you want to run this sequence. Choose an employee whose role and channel configuration match the sequence steps — for example, an Outreach employee for a cold lead sequence.
3

Confirm the assignment

Save the assignment. The sequence is now linked to that employee and will use its configured tone, working hours, and follow-up behavior when sending.

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Run and monitor a sequence

1

Activate the sequence

From the sequence detail view, click Activate. The sequence will begin processing enrolled contacts according to the delays you set.
2

Monitor progress

Open the Activity tab on the sequence to see which contacts are at which step, which messages have been sent, and which contacts have replied or unsubscribed.
3

Pause or stop if needed

If you need to make changes, click Pause to halt new sends without losing progress. Use Stop to end the sequence for all enrolled contacts.
Review sequence performance after the first 50 contacts complete the flow. Look at reply rates at each step — a drop-off at a particular step usually means the message content or timing needs adjustment.

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What’s next

Create an AI Employee

Set up the AI Employee that will run your sequences.

Build custom tools

Use the AI Coding Agent to build tools that extend what your sequences can do.