Sequences fail when they are treated as "marketing automation" instead of operations.
Real operations need:
- ownership
- explicit status transitions
- consent controls
- audit trails
See:
The sequence workflow (operations-grade)
- Assign: route every conversation to an owner
- Draft: AI prepares next steps and message drafts
- Execute: follow-ups run within explicit guardrails
- Escalate: sensitive cases route to humans for approval
- Audit: track what happened and why
Related product workflows:
Draft-first is the right default
Draft-first preserves trust while still reducing workload:
- humans see what would be sent
- exceptions become visible
- approval policies can be applied before execution
Once the workflow is stable, you can expand autonomy per action.
What to do next
- Deploy the agent: WhatsApp + CRM Agent
- Make ownership explicit: WhatsApp inbox
- Route approvals and exceptions: In-app notifications