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

# AI Sequencer overview

> What the Salesfinity sequencer is, how a sequence moves a prospect through email, call and task steps, and where each part of it lives in the app.

The AI Sequencer runs multi-step outreach inside Salesfinity. A sequence is an ordered set of steps
(automatic emails, manual emails, calls and to-dos) that a prospect moves through on a schedule.
Emails go out from your team's connected mailboxes under the rep's name; call steps land in the
rep's dial list; everything is logged back to your CRM.

Because the sequencer shares one record for each person and account with the dialer, a call outcome
can change what happens next in a sequence. A "call me in Q4" disposition, a booked meeting or a
reply on one channel all feed the same enrollment.

<Note>
  The sequencer is enabled per team. If you do not see **Sequencer** in the left navigation, ask
  your account manager to turn it on. Rules of engagement and mailbox settings are managed by team
  admins; reps can build sequences, enroll people and work their tasks.
</Note>

## How a sequence works

<Steps>
  <Step title="Build the sequence">
    Add steps in order. Each step is an automatic email, a manual email, a call or a to-do, with a
    wait before it. See [Sequences and steps](/sequencer/sequences-and-steps).
  </Step>

  <Step title="Enroll people">
    Add people from a CRM list, from your CRM ownership or call queue, from a Salesfinity contact
    list, from a CSV, or one at a time. Every enrollment is previewed against your rules of
    engagement before it goes in. See [Enrolling people](/sequencer/enrolling-people).
  </Step>

  <Step title="The engine works the cadence">
    Automatic emails send inside the sending window. Manual emails, calls and to-dos become tasks
    in the rep's inbox; call tasks also appear in the rep's dial list. See
    [Tasks](/sequencer/tasks).
  </Step>

  <Step title="Replies and outcomes steer it">
    Replies are classified (interested, meeting request, not interested, out of office, wrong
    person, unsubscribe). Call dispositions and CRM changes are outcomes. Your rules decide what
    each one does: finish, pause, hand off to another sequence, or stop everyone else at the
    company. See [Replies and auto-send](/sequencer/replies-and-auto-send) and
    [Rules of engagement](/sequencer/rules-of-engagement).
  </Step>
</Steps>

## Where things live

| Page                                | What it is for                                                                                                                   |
| ----------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Sequencer › Sequences**           | Every sequence on the team, with status, people and reply counts. Open one to edit steps, add people and read the activity feed. |
| **Sequencer › Tasks**               | The rep's inbox: calls, manual emails and to-dos that are due, grouped by sequence, priority or due date.                        |
| **Sequencer › Mailboxes**           | The team's sending accounts, their health and daily limits, and which rep each one belongs to.                                   |
| **Sequencer › Rules of engagement** | Scenarios (who may be enrolled and when a step may run) and reactions (what an outcome does).                                    |
| **Sequencer › Suppression**         | The do-not-contact list: emails, domains and phone numbers that will never be enrolled.                                          |
| **Sequencer › Settings**            | Sending window defaults, auto-send for replies, buying-committee mapping, deliverability.                                        |

## Key terms

* **Enrollment**: one person in one sequence. It has a state (pending, active, paused, finished,
  bounced, opted out, failed), a current step and a next due time.
* **Step**: one action in the sequence. Automatic email, manual email, call or task.
* **Task**: a step that needs a person. Tasks are the rep's to-do list and can be completed,
  skipped, snoozed or reassigned.
* **Rules of engagement**: the team policy that decides who may be enrolled and what each outcome
  does. Every sequence uses the team default unless it is given its own policy.
* **Sending window**: the days and hours automatic emails may go out, in the prospect's timezone or
  the sequence's.
* **Suppression**: emails, domains and phone numbers that are never enrolled, whether added by
  hand, imported, or added automatically after an unsubscribe, bounce or complaint.

## What the sequencer does not do

* It does not send LinkedIn messages or SMS on your behalf. Those exist as **one-off task types** a
  rep completes by hand; a sequence cannot contain a LinkedIn or SMS step.
* It never sends an email as anyone other than a connected mailbox on your team. Ari drafts and
  proposes; sends go out as the rep.
* It does not create CRM records on push by default. Contacts are matched to existing records;
  creating missing ones is a setting on the CRM integration.