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Cadences

Cadences allow you to build automated, multi-step sequences to engage your leads across Email, SMS, and WhatsApp.

While they are incredible for ensuring no lead falls through the cracks by automating your follow-ups, they are equally powerful for running proactive outbound campaigns such as sending out festive offers, launching a new sale, or re-engaging old, cold leads.

1. Creating Cadence Steps

When adding a new step to a cadence, you have two fundamentally different ways to generate the message content:

AI Generated (The "Goal" Method)

Instead of writing a rigid script, you simply provide a Step Goal (e.g., "Check if they had time to review the pricing PDF" or "Ask if Tuesday works for a quick intro call").

When the step executes, the AI agent dynamically writes a unique, highly personalized message for that specific lead. It takes into account all previous context from their profile and adheres to the Personality & Tone rules you configured in AI Behavior.

Static Templates

If you require strict compliance or exact phrasing, you can use templates instead of AI generation.

  • WhatsApp: You must select from your pre-approved Meta WhatsApp templates.
  • SMS & Email: You can select a pre-saved template or write raw content using dynamic variables like {{first_name}} and {{company_name}}.

2. Smart Scheduling & Pausing

Cadences are designed to feel natural and respect the lead's time.

  • Precise Delays: When creating a step, you define exactly how long the system should wait before executing it (delay_days, delay_hours, delay_minutes) relative to when the lead was enrolled.
  • Pause on Reply: By default, cadences are extremely smart. If a lead replies to any message, the entire cadence is immediately paused. This hands control back to you (or your Inbox AI agent) so you can organically handle the live conversation without accidentally sending them an automated follow-up the next day.

3. How to Enroll Leads

There are three ways to drop leads into a cadence:

Bulk Manual Enrollment

If you are running a special promotion or want to re-engage old leads, navigate to the Leads module. You can filter your list (e.g., "Cold Leads"), select them all, and click the Enroll in Cadence bulk action to instantly queue them for your outreach campaign.

Maven Automation

You can simply ask Maven, your internal AI agent, to do the heavy lifting. (e.g., "Find all leads from the tradeshow last week and enroll them in the Post-Event cadence.") Maven will build an Execution Plan for you to approve before bulk-enrolling them.

Auto-Enrollment (Triggers)

You can build rule triggers for a cadence. Whenever a lead's data changes and matches your rules (e.g., their Status changes to "New" or a specific Tag is added), the system will seamlessly auto-enroll them in the background.

[!TIP] If you do not want leads to be automatically enrolled in a specific cadence, simply leave the enrollment triggers empty. This ensures the cadence will only be used for manual or Maven-based enrollments.