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Sequences

Edit a live sequence safely

Edit a live sequence safely1:08

Fixing a sequence that is already running. Click Disable so nothing sends, open the step, change the text and click Save. You can edit any step and add steps at the end, and finished leads resume with new steps, but you cannot delete or reorder existing ones, because leads are partway through and could receive the same message twice. Click Publish, then Re-Publish: leads who have not reached the step get the new text. To delete or reorder, duplicate the sequence.

Transcript

When a running sequence needs a fix, click Disable, and nothing sends while it's off. The sequence canvas is the backbone of every sequence, even the ones inside agents. Then open the step, change the text, and click Save. You can edit any step and add new ones at the end, and leads who had finished pick up again with the new steps. But you can't delete or reorder the ones you have. Leads are already partway through them, so a change could send someone the same message twice and put your sender reputation at risk. Now click Publish, then Re-Publish. Leads who haven't reached that step get the new text, and anyone who already received it keeps the old one. To delete or reorder steps, duplicate the sequence and edit the copy. Before the Q4 push, Alex asks Claude to reword a live step. Claude edits step two and leaves it unpublished. Claude, ChatGPT or any assistant you connect to Vetta works on your real workspace, so use it for risky edits, then give it a bigger job each week. In Vetta, check step two, then republish it yourself.

Read the article: Publishing & managing sequences