Create a sequence

A four-step wizard builds an outbound calling sequence: name it, pick an agent, set the calling schedule, connect a contact source, and map its columns.

Sequences let you launch outbound calls at scale using your voice agents. This guide walks you through every step of the sequence creation wizard.

The wizard has four steps:

1. Create a new sequence — name it and pick the agent(s) that will call.

2. Configure your sequence — set the schedule, attempts, and calling windows.

3. Connect Data Source — choose how contacts enter the sequence.

4. Property mapping — match your data columns to Dapta's CRM fields.

---

Navigate to Sequences

Step 1: In the left sidebar, open Sequences and click Voice Sequences to see the sequences list page.

The table displays all your sequences with their Name, Start date, End date, Agent, Active toggle, and Status. Use the search bar to find a specific sequence quickly.

Step 2: Click the Create Sequence button in the top-right corner to launch the creation wizard.

---

Step 1 — Create a new sequence

Set the basic information for your sequence.

1. Sequence Name (required) — A clear name that identifies this sequence in your list.

2. Sequence objective (optional) — A short description for your own reference. This field does not affect how the agent behaves during calls.

3. Agent (required) — Select the voice agent that will handle the calls. The dropdown shows voice agents only, sorted by last update date.

4. Add agent (A/B testing) (optional) — Click this to add a second agent and split the calls between them, so you can compare which agent performs better.

Click Save and continue to move to the next step.

---

Step 2 — Configure your sequence

Define the schedule and calling rules for your sequence.

1. Start date (required) — The date your sequence begins placing calls. Defaults to today.

2. End Date (optional) — The date your sequence stops. Leave blank to run indefinitely.

3. Max attempts per contact — The total number of call attempts across all days for each contact.

4. Attempts per day — How many times Dapta can call the same contact in a single day.

5. Define call recurrence — Choose which days calls are placed (for example, Weekdays, every day, or a custom selection).

6. Time zone (required) — Select the time zone for your sequence using the searchable dropdown. Defaults to your browser's time zone.

7. Weekly Schedule — A day-by-day table where you enable each calling day and set its Start Time and End Time. Each day can have its own independent windows — click + Add Time Slot to add more.

As you fill in the schedule, a Sequence summary card restates your configuration in plain language so you can sanity-check it before continuing.

Click Save and continue to move to the next step.

---

Step 3 — Connect Data Source

Choose how you want to add the contact list for your sequence. Whatever the source, make sure it includes a column for the contact name and one for the phone number.

You have four options:

• Upload file — Import a CSV or XLSX file. This is a one-time import.

• Connect Google Sheet — Keep contacts in sync in real time from a Google Sheet.

• Connect webhook — Have your own system send contacts to Dapta in real time.

• Connect HubSpot — Sync contacts from a HubSpot list.

To import a file, select Upload file, then click the upload area to choose a CSV or XLSX from your computer.

---

Step 4 — Property mapping

Match each column in your file with the corresponding field in Dapta's CRM. This ensures the data is stored correctly and can be used during the sequence.

1. Phone Number and Contact Name are mapped automatically when Dapta can detect them. Click Auto-map to let Dapta match the rest, and verify each mapping is correct.

2. To add a field that is not listed, click + Add Property and map it to a column in your file.

3. Once everything is mapped, click Finish.

Import errors

After you finish, Dapta validates the file. If any rows can't be imported (for example, a phone number with an invalid international format), an Import Errors summary lists each failing row and the reason.

• Valid rows are still added to your sequence and saved to your CRM.

• Use Download Error File to get the list of failed rows, fix them in your file, and re-import later from the Contact List tab.

You do not need to fix every error before launching. You can continue with the successfully imported contacts and add the rest later from the Contact List tab.

---

What's next?

Once your sequence is created, head to the detail page to manage it, monitor call logs, and track performance.

Managing your sequence