1
Open Sequences
In Sequences, click Create with AI.
2
Describe the journey
Explain your goal and expected journey, then answer the AI’s questions.
3
Review the preview
Check the name, trigger, agent, connected account, keywords when relevant, delays, and steps.
4
Create the sequence
Confirm creation. The sequence is created inactive.
5
Verify before activation
Open the sequence in the editor, review each step, and test the journey before activating it.