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, a sequence can send a welcome text when a tag is applied to a contact, wait two days, then assign that contact to a sales rep. Only admins can create and manage sequences in the Aloware Admin panel.
If contacts are not enrolling, check that 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. Each entry displays key details that help you monitor performance and configuration:
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 this overview to quickly check which sequences are in use and whether they’re working as expected.
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:
Additionally, you can modify the processing speed via the Throttle settings available in each sequence's settings to fit operational requirements. For example, set the throttle to process multiple contacts per minute for faster results.
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.
Available actions within a sequence
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.
Available actions within a sequence
Each step in a sequence performs an action. These are categorized as follows:
Messaging
Send SMS or MMS
Send to a ring group
Leave a ringless voicemail
Dialer
Add to or remove from Power Dialer
Assign to Progressive or Preview dialers
Contact management
Add or remove tags
Update contact owner (manually or via round-robin)
Change lead source or disposition
Mark as Do Not Contact
Add or remove from contact lists
Communication triggers
Send emails (to contact or ring group)
Start or stop AloAI conversations
Send webhooks to third-party tool
Workflow management
Enroll in another sequence
Use sequences to add tags to multiple contacts efficiently by creating a sequence step to assign a specific tag and enrolling the relevant contact list.
Set these actions based on how you want contacts to move through your customer journey, whether it’s sending a message first, updating their tag, or escalating to a rep.
Reviewing sequence activity
If you want to see what’s happening within a sequence—or troubleshoot issues—you can access the Sequence History Activity Report. Here’s how:
Go to the Sequences menu in admin.
Click the sequence you want to review.
Open the History tab.
This section provides a log of every action and event that took place in the sequence, showing:
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 helpful for diagnosing failed triggers or understanding how contacts progress through your sequence.