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Lead generation with agents

Agent sequence view or sequence canvas

Agent sequence view or sequence canvas1:13

One sequence, two ways to work with it. Alex starts in the agent's simpler Sequence tab, where newly scouted leads are onboarded straight into the sequence with no workflow to build. Maya works on the sequence canvas, where every step and condition is a node. The video shows how an agent's sequence opens on the canvas, with Convert to Complex Build Mode and its confirmation, and explains that the sequence canvas is the backbone of every sequence, even the ones inside agents.

Transcript

Alex is setting up his first Lead Scout agent, and Maya, on his team, already builds her sequences on the canvas. Alex's view is the agent's Sequence tab. At the top are its leads, senders, schedule and daily limits, then comes the entry with its cutoff, and below that the regular steps. Newly scouted leads are onboarded straight into it, so there's no workflow to build. Maya's view is the sequence canvas, and Alex can open this same sequence there. He clicks the arrow at the top right, and Vetta asks him to confirm, and says every step, connection, sender and setting is kept as it is, while the agent keeps enrolling its leads. Then he clicks Convert to Complex Build Mode. Now every step and condition is a node he places and wires himself, with full control. It's the same sequence underneath, because the sequence canvas is the backbone of every sequence, even the ones inside agents, and the agent view is a simpler way into it. Its messages, variables and Preview are there in both views. So a new user can start from the agent view, and anyone who wants more control can open the agent's sequence on the canvas and edit it there, or build a new one.

Read the article: Agent sequence view or sequence canvas