The Sequences builder helps you create email and SMS nurture sequences for your HighLevel account, using AI to generate step content aligned with your brand and audience.
Accessing Sequences
Navigate to CRM → Sequences in the sidebar.
Creating a Sequence
Step 1: Template Selection
Choose a sequence template based on your goal:
- Lead nurture — Multi-step follow-up for new leads
- Post-demo follow-up — Engagement after a demo or call
- Re-engagement — Win back cold or inactive leads
- Onboarding — Welcome and activation sequence
- Custom — Build from scratch
Select the target ICP for the sequence. This determines:
- Tone and messaging style
- Pain points and benefits emphasized
- CTA offers presented
- Technical depth and formality
Step 3: Generate Steps
AI generates the sequence steps based on your template and audience:
- Each step includes subject line, body copy, and CTA
- Steps follow a logical progression (awareness → consideration → decision)
- Timing between steps is pre-configured based on the template
You can edit, reorder, add, or remove steps before finalizing.
Step 4: Workflow Import
Optionally import an existing HighLevel workflow JSON to use as the sequence structure. The import wizard provides a prompt to paste into HighLevel’s Agent Builder AI — the AI exports the workflow as structured JSON that WisePilot parses into sequence steps.
Sequence Steps
Each step in a sequence includes:
| Field | Description |
|---|
| Channel | Email or SMS |
| Subject | Email subject line (email only) |
| Body | Message content |
| CTA | Call to action with destination URL |
| Delay | Time between this step and the next |
| Conditions | Optional trigger conditions |
AI-Powered Step Refinement
The sequence editor includes an AI chat panel that can see and improve individual step content:
- Open any sequence from the sequence list
- Strategy fields (goal, audience, tone, channel) appear in the form alongside the sequence wizard
- Use the AI chat to refine steps with full brand/ICP context:
- “Improve step 3 messaging to be more urgent”
- “Make all steps match our brand voice”
- “Rewrite the subject lines for higher open rates”
- “Add personalization to steps 2 and 4”
- Quick actions provide one-click optimizations:
- Analyze Flow — Review timing and progression
- Improve Copy — Strengthen messaging across all steps
- Refine Steps with Brand Context — Rewrite using brand guidelines and ICP data
- Optimize Timing — Adjust delays based on channel and goal
- Apply changes, then Save to persist updated step content
The AI can see all step content at once, so it can ensure consistency across the entire sequence — matching tone, building urgency progressively, and avoiding repetition.
- Step-level engagement — Reply rates and outcomes per step, tracked via message matching
- Outcome attribution — Which step triggered a reply, appointment, or qualification
- Drop-off analysis — Which step loses the most leads
- Daily snapshots — Per-step and aggregate metrics are compiled nightly for trend analysis
WisePilot matches outbound messages from HighLevel to your sequence steps using content matching — no additional configuration required. Performance metrics update daily as part of the nightly sync. See Automation & Data Freshness for details.
See the Nurture Attribution report for detailed sequence analytics. 