Create a sequence

Create a WhatsApp sequence with an approved template, a sending schedule, and mapped contacts.

Open Text Agents → Sequences and choose the create action. This guide follows the file-import flow. Have a connected WhatsApp line assigned to the intended agent and an approved template for that line.

1. Choose the message and sender

Enter the sequence name and objective, select the WhatsApp channel, and select its approved template. Check the sending number before continuing; a template approved for another provider/account may not be available here.

Use Save and continue to advance. Do not assume that closing the wizard preserves a usable draft: complete the final step and confirm the sequence appears in the list.

2. Set the schedule

Choose the start date and time zone. Add the allowed days and time windows; when using several windows on the same day, keep them ordered and non-overlapping.

The end date is optional:

• Set it when outreach must stop at a defined time.

• Leave it empty for an open-ended sequence. There is no automatic one-year end date.

• An open-ended sequence can wait for more contacts after its current contacts are processed. It does not complete merely because the queue is empty.

The schedule limits dispatch; it does not guarantee delivery or override provider restrictions. See message logic and limits.

3. Upload contacts

Choose the file route if a source chooser is shown, then upload a CSV or XLSX of 5 MB or less. Use one row per contact and include a phone-number column plus the data your template needs.

If you choose Skip, you can finish without importing a list. This is not a guarantee of a paused draft: the sequence can start and wait for contacts. Only skip when you have a supported way to supply contacts later.

See importing contacts for formatting, mapping, and partial-import outcomes.

4. Map, review, and finish

1. Map the recipient phone-number field to the correct column.

2. Map every required template variable and review the preview using real rows from your file.

3. Optionally map conversation variables used by the Text Agent. These provide context; they do not replace required template values.

4. Recheck the sender, template, time zone, schedule, and contact consent.

5. Click Finish, wait for the result, and review any import errors.

Finishing can start the sequence immediately if its schedule is open. Use a future start time when you need a review period; do not rely on an assumed draft state. If a request times out, check the list and imported contacts before trying to create it again.

Confirm the first run

Open the sequence and check its status and Conversations. Waiting for schedule or Waiting for contacts can be normal, not errors. Check each recipient's delivery separately from whether they replied.

Configure an optional call fallback in the sequence settings after creation. It is a separate voice action, not another WhatsApp send.

Source review: September 17, 2026.

Managing your sequence