Sales
Available
Welcome sequence agent
When someone becomes a customer, this drafts a short welcome series: what happens next, how to get the most out of it, and a check-in that invites honest feedback.
Quick facts
- Runs
- Runs on every new customer
- Needs
- Forwarding email or Google Sheet
- Access
- Read, and send with your approval
- Setup time
- About 4 minutes
- Plans
- Starter and up
What it does
-
STEP 1
New customer arrives
From a forwarded email or your sheet.
-
STEP 2
Writes three emails
Welcome, something useful, then a check-in.
-
STEP 3
Spaces them out
Schedules each one for the day you chose.
-
STEP 4
Stops if they reply
A real conversation beats a sequence, every time.
Runs on its own
- Reading new customer details
- Writing and scheduling the series
Waits for your approval
- Every email, until you say otherwise
You can switch any task to automatic once you trust it.
What you tell it when setting up
| Question | Why it is asked |
|---|---|
| What should a new customer know first? (needed) | Used in the agent's instructions. |
| Send the second email after (needed) | Used in the agent's instructions. |
| Send the third email after (needed) | Used in the agent's instructions. |
Works well with
Start the Welcome sequence agent free
The free plan includes one agent and 100 runs a month.