Sequences

Documentation Index

Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What is a Sequence?

A Sequence is a multi-step outbound campaign that reaches a list of contacts across email, SMS, and voice. Clarky drafts every message for every contact using your goal and the contact’s profile, then you review and approve each one before anything sends. Sequences live under CRM > Sequences and pair with Lists for selecting recipients.

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How a Sequence Works

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Compose

The compose page is where you describe the sequence and lay out the steps.

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Goal

A short paragraph telling Clarky what the sequence is meant to accomplish. The clearer the goal, the more on-target each draft will be. Built-in starter prompts for common goals:

• Book a meeting — short hook + clear ask for time
• Start a reply — single specific question, no meeting ask
• Re-engage — fresh angle for a contact who went quiet
• Renew — customer-success toned renewal conversation

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Tone

Pick how the message should sound: formal, warm, direct, or playful. Drafts adopt the tone you choose.

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Steps (the timeline)

Each step is one touch on a specific channel, sent N days after the start. The middle column shows the timeline; click a step to open its details on the right:

• Channel — Email, Text, or Call
• Name — internal label (e.g. “Nice to meet you”, “Quick call”, “Breakup”)
• Send on day — 0 means start day; 3 means three days after start
• Send window — local-time hours when this step is allowed to send
• AI instructions — extra guidance for this specific step (e.g. “Lead with a recent product announcement, ≤90 words”)

Add or remove steps with the Add step button. Three steps spaced over a week is a good starting cadence; five over two weeks for a longer nurture.

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Save as template

Once you’ve shaped a sequence, save it as a template so the next launch is one click. Templates capture the goal, tone, and step blueprints — see My Templates below.

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Review

When you click Generate drafts, Clarky writes each step for each contact and routes you to the review screen.

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Stepper + queue

The review screen has step tabs across the top (Step 1, Step 2, …) and a queue of contacts on the left. You can:

• Click a step tab to switch to that step (your selected contact stays the same)
• Click a contact in the queue to switch to that contact’s draft
• Edit the day this step fires inline (next to the contact name) without going back to compose

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Approve / Skip / Edit

For each draft you can:

• Approve — locks the draft for this contact + step. Approved steps will send when the sequence launches.
• Skip step — skips just this contact for just this step. Other steps for the same contact still send.
• Edit — open the draft for in-place editing of subject, body, etc. Save before approving.
• Customize with AI (coming soon) — ask the model to rewrite the draft based on a short instruction.

The progress bar at the top shows total approved / total drafts.

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Launch

The launch screen confirms what’s about to ship.

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Sender

• From name — overrides the bot’s default outbound name for this sequence
• From email — local-part only (e.g. tyler); the domain is locked to your verified sending domain so deliverability stays intact

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When should it start?

• Start now — first messages queue immediately within each contact’s send window
• Schedule — pick a specific date and time for the first touch

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Send rules

• Respect each contact’s timezone — interpret send windows in the contact’s local time, not yours
• Only send during business hours (9a–5p) — pause overnight sends and resume in the morning
• Skip weekends — Saturday/Sunday sends roll to Monday

Click Launch sequence and the cron takes over from there.

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Lists

Lists are reusable groups of contacts that you target with a sequence. Create them under CRM > Lists:

• Static lists — manually pick contacts, or bulk-add from a CSV import or a filtered People view
• Member count — visible on the list index so you know the size before you launch
• Archive — hide old lists from the picker without deleting them

Launch a sequence from a list with one click — every active member gets enrolled.

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Suppressions

Compliance is handled automatically. The Suppressions page (under CRM) shows every email/phone that’s opted out, and the cron skips them everywhere. Three sources fill the suppression list:

• Unsubscribe link — every outbound sequence email includes a one-click unsubscribe footer (RFC 8058 List-Unsubscribe header included)
• STOP / UNSUBSCRIBE replies on SMS — the Twilio STOP keyword is honored automatically
• Manual entries — paste an email or phone in the manual-add row

Suppressions can be scoped to a specific channel (email-only, SMS-only) or applied to all channels.

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My Templates

Reusable recipes that save you time on the next launch. Templates capture the goal, tone, allowed channels, and step blueprints.

• Save any sequence as a template from the compose page
• Templates show up under CRM > Sequences > My Templates and inside the “Start a sequence” picker
• The picker also includes built-in starter templates (Founder-led outbound, Event handoff, Renewal runway, etc.) — those don’t appear in My Templates because they’re stock recipes

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Send Windows & Timezones

Sequence sends respect a few layers of guard rails:

• Email — never gated by quiet hours; sends during the per-step send window
• SMS — TCPA-compliant 8 AM – 9 PM local time
• Voice — Mon–Fri 9 AM – 6 PM local time (typical professional hours)

“Local time” is the contact’s timezone. New contacts inherit the workspace timezone by default; you can override per contact from the contact detail page.

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Stop on Reply

When Stop on reply is enabled (default), an inbound reply from the contact halts the sequence for that enrollment so you don’t keep emailing someone who’s already responding. Replies thread back into the original conversation in the Inbox.

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Frequently Asked

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Next Steps