> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sequences

> Build repeatable multi-step outreach cadences across SMS, email, and call tasks, enroll contacts, and work due steps from one page.

Sequences are repeatable outreach playbooks for listing agents. Instead of remembering to text
an agent today, email them in two days, and call them at the end of the week, you define that
cadence once as an ordered list of steps. When you enroll contacts, ProPilot schedules every
step automatically and shows you exactly who is due, who is scheduled, who finished, and who
moved out along the way. Find it by clicking **Sequences** in the sidebar.

A sequence can mix three kinds of touches: SMS, email, and call tasks. SMS and call steps stay
**manual** (you always review and send or place the call yourself), while email steps can be
configured to send **automatically**.

<Info>
  **Key things to know**

  * SMS and call steps are always **manual** (sent via Review & Send); only email steps can auto-send.
  * A contact can be in only **one active sequence** at a time.
  * **Pause-on-reply is always on** - a reply stops the enrollment and cancels pending steps.
  * Enrolling from Deal Hub does **not** save the property to your Deal Pipeline.
</Info>

<Note>
  **Related settings:** Templates, operating hours, signatures, forwarding, and communication
  limits live in [Advanced Settings > Communication](/settings/advanced-settings/communication).
  Phone Number lives in [Basic Setup > Phone Number](/settings/basic-setup/phone-number), and
  Email Setup lives in [Basic Setup > Email Setup](/settings/basic-setup/email-setup).
</Note>

## In this section

<CardGroup cols={2}>
  <Card title="Build a Sequence" icon="list-ol" href="/features/sequences/build">
    Create a sequence, choose conversation type, add steps, and save.
  </Card>

  <Card title="Enroll Contacts" icon="user-plus" href="/features/sequences/enroll">
    Enroll manually, in bulk, or through a Deal Hub auto-enroll rule.
  </Card>

  <Card title="Send Due Steps" icon="paper-plane" href="/features/sequences/send-due-steps">
    Work manual steps, understand auto email, and mark call tasks done.
  </Card>

  <Card title="Rules & Limits" icon="shield-check" href="/features/sequences/rules-limits">
    Understand build rules, reply behavior, active enrollments, and edit limits.
  </Card>
</CardGroup>

## The Sequences page at a glance

The page has two halves:

* **Your sequence list.** Every sequence in your organization, each with an on/off toggle, a
  conversation-type pill (**New Conversation** or **Existing Conversation**), and a menu with
  **Duplicate & Edit**, **Duplicate**, and **Delete**. Drag sequences to change their priority -
  priority decides which sequence wins when two auto-enroll rules match the same contact.
* **The selected sequence.** Click a sequence to see its steps as cards. Each step card shows
  live counts like **3 due • 5 scheduled • 12 completed**, the contacts waiting at that step,
  and the actions for that step type (**Review & Send**, **Mark Done**, or automatic sending).
  Below the steps, **Completed** lists contacts who finished every step and **Moved out** lists
  contacts who left early.

## Step types

| Step type      | Who sends it | How it works                                                                          |
| -------------- | ------------ | ------------------------------------------------------------------------------------- |
| **SMS task**   | You          | Select due contacts and click **Review & Send** to send through the bulk send screen. |
| **Email task** | You          | Same Review & Send flow as SMS, using the step's email template.                      |
| **Auto email** | ProPilot     | Due emails send automatically, usually within about 10 minutes. No action needed.     |
| **Call task**  | You          | Read the step's **Call script**, place the call yourself, then click **Mark Done**.   |

## How an enrollment moves through a sequence

1. **Enrolled.** The contact enters step 1. The first step's wait time starts counting.
2. **Scheduled.** Until a step's wait time elapses, the contact sits in that step's
   **Scheduled** list with a countdown to when it goes due.
3. **Due.** The contact appears in the step's due list. You work it (or auto email sends it),
   which completes the step and schedules the next one.
4. **Completed.** After the last step, the contact appears under **Completed**.
5. **Moved out.** If the contact replies, or you message or call them manually about the same
   property, the enrollment stops, pending steps are cancelled, and the contact appears under
   **Moved out** (replies get a **Replied** badge).

## Common questions

<AccordionGroup>
  <Accordion title="Can one contact be in two sequences?">
    No - each contact can be in only one active sequence at a time. If you try to enroll a
    contact who is already enrolled, the enroll window shows them in an already-enrolled notice
    with a **Stop & re-enroll** option to switch them over.
  </Accordion>

  <Accordion title="What happens when an agent replies?">
    Their enrollment stops immediately, pending steps are cancelled, and they move to
    **Moved out** with a **Replied** badge. This is always on and can't be turned off - the
    whole point of a cadence is to stop the moment a real conversation starts.
  </Accordion>

  <Accordion title="Why did a contact leave my sequence when I never saw a reply?">
    Manually messaging or calling a contact about the same property also stops their
    enrollment - a personal touch replaces the automated cadence. Manual contact about a
    different property does not stop the enrollment.
  </Accordion>

  <Accordion title="Why can't I edit my sequence?">
    Sequences with active enrollments can't be edited in place, so contacts mid-cadence aren't
    affected by changes. Use **Duplicate & Edit** to create an editable copy, then enroll new
    contacts into the copy.
  </Accordion>

  <Accordion title="Which sequence wins if two auto-enroll rules match?">
    The higher-priority sequence. Drag sequences up or down in the list on the Sequences page
    to change priority.
  </Accordion>

  <Accordion title="Why is my sequence not enrolling anyone?">
    A sequence must be turned **On** for manual enrollment and auto-enroll rules to work. Check
    its toggle on the Sequences page. For auto-enroll rules, also check the rule's own
    **Auto-Enroll** toggle and its preview counts - see
    [Enroll Contacts](/features/sequences/enroll).
  </Accordion>

  <Accordion title="Do sequences respect my operating hours and daily limits?">
    Yes. Sequence sends go through the same Review & Send flow as other outreach, so operating
    hours and your daily SMS and email limits in
    [Advanced Settings > Communication](/settings/advanced-settings/communication) apply.
  </Accordion>
</AccordionGroup>

## Limitations

* SMS and call steps are always manual; only email steps can auto-send.
* A sequence must be turned **On** for manual enrollment and auto-enroll rules to work.
* The conversation type can't be changed after saving - duplicate the sequence instead.
* Up to 10 steps per sequence, with at most 2 SMS steps - see
  [Rules & Limits](/features/sequences/rules-limits) for the full list.