Omnichannel SequencesOne conversation, across every channel.
Codexa coordinates email, LinkedIn, calls, SMS and WhatsApp around a single conversation with each lead, so every touch builds on the last one and nothing is sent twice.
- PlanA sequence is built from signals.
- First touchThe best channel goes first.
- AdaptEach step reads the last one.
- Hand offA reply goes to a person.
Channels that do not talk to each other repeat themselves.
When email, LinkedIn and calls run in separate tools, each one keeps going as if the others never happened. Leads notice, and the conversation ends before it starts.
With CodexaSequence pausedReminder set for the 1stPausedWatch a sequence adapt.
Codexa builds the sequence from the lead's signals and your playbook, choosing which channels to use and in what order.
The first message goes out on the channel this lead is most likely to answer, written for their situation.
Opens, replies, connection requests and call outcomes all land on one thread.
When something happens, the next step changes: a different channel, a better time or a different message.
When the lead replies with interest, the sequence stops and a person or a meeting takes over.
Lead viewSample data
Priya replied"Let's find time next week."Reply
Sequence viewPlannedLiveListeningAdaptingHanded offPriya ShahCOO · Northwind5 stepsChanged after the opens
Changed after the opens
Every response changes the next step.
The sequence listens on every channel and moves the conversation forward based on what the lead actually did.
Offer a meeting
The sequence stops and the lead is offered time with the right account executive.
Pause and come back later
The sequence pauses and returns at the time the lead asked for, with a message that remembers why.
Stop on every channel
A request to stop ends outreach everywhere, not just on the channel where it was said.
Every touch lives on one thread.
Reps and managers see the whole sequence in one place, whichever channel each touch happened on, along with what comes next and why.
Outreach that knows when to stop.
Sequences are built to respect the person on the other side, so more channels never means more noise.
Quiet hours and time zones
Messages and calls land in working hours where the lead is.
One opt-out stops every channel
A request to stop on any channel ends outreach on all of them.
Limits on how often
Set how many touches a lead can get in a week, and the sequence works inside it.
Omnichannel sequence questions, answered.
The reply lands on the same thread. Planned emails are paused or changed, and the next touch picks up from what the lead said.
- Same thread
- Planned emails adjusted
- Next touch follows the reply
Yes. A rep can pause a sequence, take over the thread or reassign the lead at any time.
- Pause at any time
- Take over the thread
- Reassign the lead
You set a weekly limit on touches across all channels and the hours messages can go out in the lead's time zone. A request to stop on one channel stops every channel.
- Weekly touch limit
- Hours in the lead's time zone
- Stop on one channel stops all
Where the conversation starts.
Omnichannel Sequences take the leads Discover & Prioritize finds and start the conversation the rest of Engage & Qualify builds on.
Discover & Prioritize
Agents find and rank the accounts worth your time.
Engage & Qualify
Agents start conversations and qualify interest.
Report & Secure
Managers see performance, data stays in your systems.
