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A Sequence automatically sends a series of timed messages to subscribers — useful for onboarding, promotions, product updates, lead nurturing, follow-ups, and other multi-step engagement campaigns.

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Create a sequence

1

Open Bot Manager

Go to Bot Manager.
2

Click Sequence

Select Sequence from the module list.
3

Click Create

Click Create to start a new sequence.
4

Name the sequence

Enter a Sequence Campaign Name to identify it, e.g. Product Launch Follow-up.
Sequence Settings list with a Create button highlighted

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Delivery schedule & re-entry rules

The Configure New Sequence panel sets two things beyond the name:
  • Delivery Schedule — the Preferred Delivery Time (e.g. 10:00 AM) and Time Zone (e.g. Asia/Kolkata) used for messages sent to subscribers who are outside the WhatsApp 24-hour window, so they land at a consistent, appropriate local time.
  • Re-entry Rules — Allow Re-entry Only After Completion, which blocks a subscriber from being added to the sequence again while it’s already running for them. Once they finish, they can be re-enrolled if triggered again. For example, a subscriber in a 7-day onboarding sequence can’t be re-added during those 7 days, but can re-enter after it finishes.
Configure New Sequence panel showing Sequence Campaign Name, Delivery schedule, and Re-entry rules

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Configure each message step

Each step in the sequence (a Send Message After block) is configured with:
1

Message Type

Send Regular Message (Inside 24h) — for subscribers inside the WhatsApp 24-hour window; no template approval needed, and supports text, images, videos, documents, and buttons. Send Template Message (Anytime) — for subscribers outside the window; requires an approved WhatsApp template but can be sent at any time. See the 24-hour customer service window.
2

Schedule

Set how long after the previous step this message sends, e.g. immediately, after 2 hours, or after 1 day.
3

Enable Condition (optional)

Restrict the step to subscribers matching specific criteria, with All Match or Any Match logic.
Configure Sequence Message panel showing Send Regular Message and Send Template Message options, Schedule, and Enable Condition
Example timeline: 
Day 0  → Welcome Message
2 Hours → Product Information
1 Day → Customer Testimonial
3 Days → Demo Reminder
7 Days → Special Offer

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Add a step’s content

Each Send Message After block’s content is picked from the same components used elsewhere in ChatSyncs: Text, Image, Video, Audio, File, Location, Interactive Message, CTA URL Button, Template Message, HTTP API, Random Number Generator, Label Assign, Google Sheet Data Fetch, and WhatsApp Flows.
Flow blocks panel listing message and integration components for a sequence step

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Send a Template Message step

To send an approved template on a step, choose Template Message, pick the template from Select Template, and set Schedule Message After. If the template has buttons, configure each button’s action — trigger a Bot Flow, Bot Reply, another Sequence, or a redirect. Click Save Changes to add it to the sequence.
Configure Sequence Message panel set to Template Message, with a Select Template dropdown and button actions

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Use a sequence in Bot Reply

Once saved, a sequence becomes available across the platform — most commonly, you subscribe users to it from a Bot Reply action block: 
User clicks "Learn More"
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Bot Reply Action
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Subscribe User to Product Follow-up Sequence
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Automated messages are sent over time
A subscriber must be added to a sequence (manually or through a bot action) before they’ll receive its messages.

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Sequence actions

The Sequence Settings list shows every sequence with two actions:
  • View Report — subscribers enrolled, messages sent, delivery status, and progress.
  • Edit — update message content, delivery schedule, conditions, or templates. Edits apply only to subscribers who enter the sequence after the change; subscribers already running it finish on the version they started with.
Sequence Settings list with Report and Edit action icons highlighted on a sequence row

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Frequently asked

Create a Sequence in Bot Manager, name it, set its delivery schedule and re-entry rules, then add Send Message After steps with the content and timing you want. Subscribe users to it — typically from a Bot Reply action block — and the messages send automatically on schedule.
Send Regular Message (Inside 24h) only reaches subscribers currently inside the 24-hour window and needs no template approval. Send Template Message (Anytime) reaches subscribers regardless of window but requires an approved WhatsApp template.
Yes, once they complete it — if Allow Re-entry Only After Completion is enabled, they can’t be re-added while the sequence is still running for them, but can be re-enrolled after it finishes.
No — edits only apply to future executions. Subscribers currently running the sequence continue on the version they started with; only newly enrolled subscribers get the update.
From a Bot Reply flow, use an action block to subscribe the user to the sequence — e.g. triggered when they click a button or send a keyword. They then receive the sequence’s messages automatically over time.
  • Outside the 24-hour window, only approved templates can be sent — a regular message step will not reach subscribers who are outside it.
  • Re-entry rules prevent duplicate enrollment — enable Allow Re-entry Only After Completion to stop a subscriber from overlapping with themselves in the same sequence.
  • Edits only affect future subscribers — review schedule, conditions, and templates carefully before enrolling anyone, since changes won’t apply retroactively.