Core Engine
Sequences
Sequences are multi-step outreach campaigns. Each lead is enrolled in a sequence and LeadOS automatically advances them through every step on schedule.
Creating a sequence
Go to Sequences → New Sequence. Give it a name, then add steps.
Each step has: channel (Email / SMS / LinkedIn / WhatsApp), delay in days from the previous step, subject (email only), and body.
Sequences on the Starter plan are limited to 1. Growth and above get unlimited sequences.
Template variables
| Variable | Replaced with |
|---|---|
| {{firstName}} | Lead's first name |
| {{companyName}} | Lead's company name |
| {{title}} | Lead's job title |
| {{ai_personalize}} | AI-written personalized line from the research brief. Costs 1 AI credit per email. |
How steps execute
LeadOS processes due sequence steps every 5 minutes via a cron job. For each enrollment where nextSendAt <= now:
- Email step → personalize if needed → send via mailbox/SES → record outbound email → advance to next step
- SMS step → render template → send via AWS SNS → record → advance
- LinkedIn step → render template → record as manual (you send it manually) → advance
- WhatsApp step → render template → record as manual → advance
Auto-pause on reply
The moment a lead replies to any step, their enrollment status is set to paused. No more emails go out. The reply appears in the Unified Inbox and the lead's status changes to replied. You can manually resume the sequence from the lead detail panel if needed.
Auto-qualify on interested reply
If the AI categorizes an inbound reply as interested, the lead is automatically marked qualified and counts toward your qualified leads quota for the month.
Enrolling leads manually
From any lead's detail panel, click Enroll in Sequence. Select the sequence. The lead enters at step 1 immediately. You can also bulk-enroll from the Leads list using multi-select.
Channel availability by plan
| Channel | Starter | Growth | Scale |
|---|---|---|---|
| ✓ | ✓ | ✓ | |
| — | ✓ | ✓ | |
| SMS | — | — | ✓ |
| — | — | ✓ (manual) |