Purpose
Cadence sequences define how and when SHVYA follows up with a lead. Steps may use supported channel messages, connected email or reminder actions depending on configuration. The schedule is stored as durable state, and worker dispatch rechecks current permissions.
Create a sequence
- Open Cadence and create a sequence.
- Select the lead segment, target pipeline and available outbound channel.
- Add messages/reminder steps in the intended order with reasonable intervals.
- Choose the appropriate sender, template or connected email identity.
- Configure response-aware delay and stopping conditions.
- Test on a disposable lead and inspect the step history before assigning a larger audience.
Important guardrails
A reply can defer follow-up depending on settings. Disabling the lead's follow-up control should prevent eligible future auto follow-ups. API messages sent after the WhatsApp customer-service window closes require approved templates; a timer does not override provider policy.
Diagnose a missing send
Check the assigned sequence, lead follow-up state, due time, customer reply activity, connected provider, current pipeline sender, template status and automation worker/queue. A scheduled step is not identical to a delivered message.