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Create a Sequence

Turn a follow-up plan into something Brixi runs for you. Build a sequence once — enrollment trigger, paced steps, and a stop condition — and every matching lead gets the right touches at the right time without manual chasing.

Entry pointAutomation → Sequences

Create From Scratch​

  1. Go to Automation.
  2. Open Sequences.
  3. Choose New sequence.
  4. Configure the Enrollment Trigger.
  5. Add sequence steps in Editor.
  6. Review Settings.
  7. Review Unenroll Criteria.
  8. Choose Save Sequence.
  9. Choose Publish when the sequence is ready.

What You Should See​

The sequence editor should show New Sequence, Draft, Publish, Save Sequence, Editor, Settings, Enrollment History, Runs, Total Steps, Days To Complete, Automated Steps, Unenroll Criteria, and Enrollment Trigger.

Good Sequence Habits​

  • Set the enrollment trigger before adding many steps.
  • Keep the timing realistic for the customer journey.
  • Use call tasks when a human should personally follow up.
  • Add unenroll criteria so customers don't keep receiving messages after they convert or reply.
  • Review all templates, senders, and timing before publishing.

Common Issues​

IssueWhat to check
Sequence cannot startConfigure Enrollment Trigger
Customers keep receiving messagesReview Unenroll Criteria
Steps are delayed too longCheck wait timing and days to complete
Human tasks are missingConfirm call task steps are configured

If the message templates or senders you need for sequence steps aren't available, ask your admin — templates and connected channels are managed at the workspace level.

Contact Brixi support if a published sequence doesn't enroll customers who match the Enrollment Trigger, steps stop running mid-sequence, or runs fail after you've confirmed the configuration. Include the sequence name and an example contact.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.