In-Chat Sequence Builder

Unify is a sales platform, and a sequence is its series of timed outreach emails. The goal here is to take a rep from a list of prospects to a sequence that's sending without leaving the conversation with Unify's AI, and to have the AI learn from every edit along the way.

• Review where the work is. Copy is editable in place. Flip between recipients, approve each one with "Looks good," and enroll them, which starts their emails sending, with selections syncing in real time. Enrolled people leave the list because their copy is already on its way.
• Edits become rules. Delete a paragraph and the model offers to generalize the change ("lead with benchmarks instead") into a rule the sequence uses for every email it writes from then on.
• Templates people can read. Emails are pseudo-templates that look like emails. Where fill-in snippets used to go, two curly braces hold a plain-English instruction for the AI.
• Implicit saving. Editing implies intent, so the first edit creates an inactive draft sequence and keeps it up to date.
• Approve one by one or all at once, and enrollees start receiving each step with waits in between.