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

# Custom Sequences

> Build automated call sequences that trigger based on events in your business.

Sequences are automated workflows that schedule supported actions from a trigger. They continue only while
enabled and remain subject to workspace, channel, consent, schedule, capacity, and stopping rules.

***

## How Sequences Work

```
Trigger → Wait → Call → Action
```

1. **Trigger**: Something happens (form submitted, appointment booked, etc.)
2. **Wait**: Optional delay (immediately, 5 minutes, 24 hours)
3. **Call**: AI makes the call with your script
4. **Action**: What happens next (book appointment, send notification, update CRM)

***

## Built-In Sequences

These are ready to use. Just turn them on:

<CardGroup cols={2}>
  <Card title="Speed to Lead" icon="bolt">
    **Trigger:** Form submission or new lead

    **Action:** An agent contacts the lead on the configured schedule to qualify and book

    [Launch guide →](/guides/workflows/qualify-and-book-new-leads)
  </Card>

  <Card title="Appointment Reminders" icon="bell">
    **Trigger:** Upcoming appointment

    **Action:** An agent sends the configured confirmation and reminder steps

    [Launch guide →](/guides/workflows/follow-up-and-retention)
  </Card>

  <Card title="No-Show Follow-Up" icon="phone-missed">
    **Trigger:** Missed appointment

    **Action:** An agent follows the configured recovery and rescheduling path

    [Launch guide →](/guides/workflows/follow-up-and-retention)
  </Card>

  <Card title="Review Request" icon="star">
    **Trigger:** Completed appointment

    **Action:** An agent follows the configured feedback and review path

    [Launch guide →](/guides/workflows/follow-up-and-retention)
  </Card>
</CardGroup>

***

## Creating Custom Sequences

### Step 1: Choose Your Trigger

| Trigger Type | When It Fires |
| - | - |
| Form Submission | When someone fills out a form on your website |
| New Lead (CRM) | When a lead is created in HubSpot, etc. |
| Appointment Booked | When any appointment is scheduled |
| Appointment Completed | When an appointment is marked complete |
| Appointment Missed | When someone no-shows |
| Manual | When you trigger it from the dashboard |
| Webhook | When you send a POST request to your sequence URL |

### Step 2: Set the Timing

* **Immediately**: Queue the action as soon as the configured schedule and capacity allow
* **Delay**: Wait X minutes/hours/days before calling
* **Window**: Only call during business hours (queue for next morning if after-hours)

### Step 3: Define the Conversation

Tell the AI what to accomplish:

```
Goal: Confirm the appointment and answer any questions.

Start with: "Hi, this is [Your Business]. I'm calling to confirm your
appointment on [date] at [time]."

If they want to reschedule: Offer alternative times from the calendar.
If they want to cancel: Mark as cancelled and ask if they want to rebook later.
If they have questions: Answer from the knowledge base.
```

### Step 4: Set the Outcome Actions

What happens after the call:

* Update the calendar (reschedule, cancel, confirm)
* Send a notification (email, SMS, Slack)
* Update the CRM
* Trigger another sequence

***

## Example: Lead Qualification Sequence

**Scenario:** A roofing company wants to qualify leads before sending an estimator.

```yaml theme={null}
Trigger: Form submission on "Free Estimate" page
Timing: As soon as the configured schedule and capacity allow

Conversation goal: Qualify the lead and book an estimate if qualified.

Questions to ask:
  - What type of roof do you have? (shingle, tile, metal)
  - How old is the roof?
  - Are you the homeowner?
  - What's your timeline for getting this done?

Qualification criteria:
  - Must be homeowner
  - Roof must be 10+ years old OR have visible damage
  - Timeline within 3 months

If qualified: Book an estimate appointment
If not qualified: Thank them and add to nurture list
```

***

## Sequence Settings

### Call Attempts

* **Max attempts**: How many times to try if no answer (1-5)
* **Retry delay**: How long to wait between attempts (5 min - 24 hours)

### Caller ID

* Use your main business number
* Use a specific number for this sequence
* Rotate between numbers

### Voicemail

* Leave a voicemail if no answer
* No voicemail, just retry
* Custom voicemail message

### Hours

* Any time calling-hour rules allow
* Business hours only
* Custom schedule

***

## Tips for Effective Sequences

<AccordionGroup>
  <Accordion title="Keep it simple">
    Start with one goal per sequence. "Confirm appointment" or "Qualify lead," not both.
  </Accordion>

  <Accordion title="Time it right">
    Speed to lead calls should be immediate. Reminder calls should be 24 hours before. Review requests work
    best 1-2 hours after service.
  </Accordion>

  <Accordion title="Test before launching">
    Use test mode to receive the calls yourself. Make sure the conversation flows naturally.
  </Accordion>

  <Accordion title="Monitor and iterate">
    Check completion rates. If calls are going unanswered, try different times. If conversations are ending
    early, adjust the script.
  </Accordion>
</AccordionGroup>

***

## Limits

Sequence limits and included minutes depend on your plan. [Contact sales](https://cal.com/revdesk/30min).

***

<Card title="Need Help?" icon="headset" href="https://revdesk.com/contact">
  Our team can help you design sequences for your specific use case.
</Card>


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