Unify Chat: How to Create an Agentic Sequence

Last updated: June 23, 2026

An agentic sequence is a sequence where Unify Chat writes a fully personalized version of every email and note for each contact you enroll. Not a template, not a snippet, but a unique draft for each person, based on what chat knows about them and the company.

You create one entirely through chat. This article walks through the flow.

The short version

  1. Tell chat the kind of sequence you want (audience, goal, tone, rough steps).

  2. Chat builds the sequence structure: steps, delays, what each step should say.

  3. Tell chat who to enroll.

  4. Chat writes a personalized version of every step for every contact and shows you a preview.

  5. You review the previews, edit any you want to tweak, approve.

  6. Chat releases them and sending begins.

Every step is gated. Nothing sends until you approve.

Step 1: Tell chat what you want

Open chat and describe the sequence. The more specific you are, the better the result. A useful prompt covers:

  • The audience. "Series A SaaS sales leaders who've visited our pricing page in the last 14 days."

  • The goal. "Book a 15-minute intro call."

  • The angle. "Lead with the intent signal. They were on the pricing page, so they're researching."

  • The structure. "3 emails over 10 days, then a LinkedIn DM, then a breakup email."

  • The tone. "Casual, founder-to-founder. No exclamation marks. Sign off as 'Haya.'"

Chat will ask follow-up questions if anything's unclear. You can also just start broad ("build me a 4-step outbound sequence for VP Marketing at mid-market companies") and refine from there.

Step 2: Chat builds the structure

Chat creates the sequence with the right steps, delays, and a prompt for each step describing what the AI should write when it generates per-contact copy.

At this stage the sequence exists, but no emails have been written for any specific contact yet. You'll see it in your Sequences tab with an Agentic badge.

If you want to tweak the structure (change a delay, reorder steps, rewrite a step's prompt) tell chat: "Change step 3 to send 5 days after step 2," or "Make step 1 shorter and more direct."

Step 3: Tell chat who to enroll

Once the structure is set, tell chat who to enroll. You can give it:

  • A saved List: "Enroll my 'Q3 SaaS targets' List into the sequence we just built."

  • A search: "Find Series A-B SaaS companies with 50-200 employees, hiring for sales roles, and enroll them."

  • Specific contacts: "Enroll Sarah Chen, Marcus Lee, and Priya Patel."

Step 4: Chat writes a personalized preview for each contact

This is where agentic sequences earn their name. For every contact, chat writes a fully personalized draft of every step, using what it knows about the person, their company, the signals you've gathered, and your sequence's prompts.

Each preview is unique. No copy-paste, no template, no fill-in-the-blank. Actual personalized writing for that specific recipient.

These previews are held back from sending until you approve them.

Step 5: Review and edit

Open the previews and read through them. You can:

  • Approve them as-is if they look good.

  • Edit any individual contact's draft if you want to tweak the personalization, change the angle, or fix something.

  • Ask chat to regenerate a specific contact or a batch with different guidance: "Regenerate the previews for the founders in this list. Make them more peer-to-peer."

You don't have to review every single preview. You can approve in bulk, sample a few first, or just spot-check the ones for your top accounts.

Step 6: Approve and release

Once you're happy, approve. Chat releases the previews into your sending queue and the sequence starts sending on its normal schedule, respecting your daily send caps, send windows, and exclusions.

From this point forward the sequence behaves like any other. Replies stop it for that contact, bounces are tracked, unsubscribes are honored.

Editing an agentic sequence after it's running

You can come back to chat anytime and ask it to change the sequence: update step copy, change delays, add a step, retarget the audience for future enrollments.

A few things to know:

  • Future enrollments automatically use the updated version.

  • Existing in-flight contacts whose previews are already approved and sending don't get rewritten. They continue on the copy you've already approved.

  • Previews that haven't been approved yet when you change the sequence need to be regenerated through chat before approval. Chat will tell you which ones need a refresh.

Common patterns

"Make this sequence sharper." Ask chat to review the previews and suggest tightening: shorter openers, stronger CTAs, removing filler.

"Personalize harder on signal X." If you have a strong intent or activity signal, tell chat to lead with it: "For every preview where the contact has visited our pricing page, lead with that."

"Match my voice." If chat has a sample of your past emails in memory, ask it to match your tone. If not, paste 2-3 examples in the chat and tell it to learn the voice for this sequence.

"Hold this sequence for a manager review." You can approve previews but pause the sequence in the Sequences tab, then unpause when ready.

When to use an agentic sequence vs a standard one

  • Use agentic when personalization is the point. When you need each contact to feel like the email was written for them specifically. Best for high-value accounts, ABM motions, post-event follow-ups, and anything where reply quality matters more than volume.

  • Use a standard (template) sequence when you need the same message to go to many people and the personalization can be handled with merge fields. Best for high-volume, low-touch motions where consistency matters more than per-contact polish.

(Note: If you're on a self-serve plan, agentic sequences are the only kind you can create. All sequences in chat are agentic by default.)

Troubleshooting

"Some previews look thin." Chat is working with what it has. If a contact has minimal data (no enrichment, no signal, no LinkedIn), the personalization will be thinner. Ask chat to enrich the contact first, then regenerate that preview.

"Chat is asking me to regenerate after I changed the sequence." That's expected. When you edit the sequence's prompts or structure, existing un-approved previews are based on the old prompts and need to be regenerated to reflect the new ones.

"I want to manually enroll someone into an agentic sequence." Manual enrollment from the Sequences tab isn't available for agentic sequences. All enrollment goes through chat. Just ask chat to enroll the contact.

"How do I see the prompts behind the sequence?" Ask chat: "Show me the prompts you're using for each step of [sequence name]."