Sequences in Aloware are automated workflows that help manage follow-ups, lead nurturing, and customer onboarding. Each sequence performs a set of actions such as sending messages, tagging contacts, or assigning ownership based on a schedule or specific trigger.
For example, you can build a sequence that sends a welcome text when a tag is applied, waits two days, and then assigns that contact to a sales rep.
Only admins can create and manage sequences in the Aloware admin panel.
If contacts are not enrolling as expected, make sure the sequence is active and not paused.
This guide explains how to set up sequences, manage their steps and triggers, and review their activity history.
Navigating the sequences page
In the Admin panel, open Sequences to view all workflows in your account. This page helps you confirm which sequences are currently running and whether they’re processing contacts as expected.
Each sequence entry shows important details for quick monitoring:
Sequence Name & ID - identifies each sequence for reference and search.
Steps - shows how many actions are built into the sequence. These can include messages, contact updates, or other automation steps.
Contacts - displays how many contacts are currently enrolled.
Remaining tasks - tells you how many steps still need to be completed for the enrolled contacts.
Process on - indicates if the sequence runs daily or only on business days.
Line used - shows the line (e.g., SMS number) that will be used to send communications.
Status - lets you know whether the sequence is currently active or inactive.
Use these details to quickly assess workflow activity and identify any sequences that may need attention or adjustment.
Managing Sequences: Actions and tools
Each sequence can be configured with steps and triggers. To view or edit these settings, click the three-dot menu beside a sequence and select from the following options:
Settings - adjust core sequence settings, including processing times and assigned communication lines.
Steps - view or change the sequence's step-by-step actions.
Triggers - configure the events that will start the sequence, such as a tag being added to a contact.
Contacts - see who is currently enrolled and manage their enrollment.
History - review all past events and actions for this sequence.
Create copy - duplicate the sequence to reuse or modify it for other workflows.
Delete - permanently remove the sequence if it's no longer needed.
Adjust the Throttle setting when you want to control how quickly contacts move through a sequence. For example, to send messages gradually during peak hours.
Managing sequences
Each step in a sequence performs an action. These are categorized as follows:
Settings - adjust core sequence settings, including processing times and assigned communication lines.
Steps - view or change the sequence's step-by-step actions.
Triggers - configure the events that will start the sequence, such as a tag being added to a contact.
Contacts - see who is currently enrolled and manage their enrollment.
History - review all past events and actions for this sequence.
Create copy - duplicate the sequence to reuse or modify it for other workflows.
Delete - permanently remove the sequence if it's no longer needed.
Setting up sequence actions
Each sequence step defines an action. You can combine different types of actions to design the flow that best fits your customer journey.
Messaging actions
Send SMS message
Send picture/MMS message
Send SMS to ring group
Send email to contact
Send email to ring group
Send ringless voicemail
Dialer actions
Add to power dialer
Remove from power dialer
Progressive dialer
Preview dialer
Contact management actions
Add tag to contact
Remove tag from contact
Change contact's owner
Round-robin change contact owner
Mark contact as DNC
Change lead source
Change contact disposition status
Add contact to list
Remove contact from list
Add line to contact
Workflow and automation actions
Enroll to other sequence
Send webhook
Start AloAi conversation
Disenroll from AloAi Agents
Enroll in another sequence
Example:
If you want to tag leads automatically after sending a welcome message, set up a sequence with two steps, first “Send SMS message,” then “Add tag to contact.”
Reviewing sequence activity
The Sequence History helps you track what happened in a workflow or troubleshoot errors.
Go to the Sequences menu in admin.
Click the sequence you want to review.
Open the History tab.
You will see a complete log that includes:
Contact - who the action applied to.
Event - what happened (e.g., message sent, tag applied).
Action - the specific step triggered.
Time - when it occurred.
You can narrow results using the filters:
Search field - look up specific contacts or numbers.
Event type - filter by types of events (e.g., contact enrolled, action completed).
Timeframe - choose from time-based filters (e.g., last 7 days, this month).
Total log count - displays the number of events recorded for monitoring and auditing.
This log is useful for verifying automation results, diagnosing failed triggers, or confirming that contacts are progressing through the workflow correctly.