Skip to main content
Avina’s Outbound Agent lets you launch personalized, multi-step outreach powered by signal context and delivered through your existing sending platform. You keep your inboxes, workflows, and deliverability settings; Avina handles the drafting and orchestration. In the dashboard, this feature lives under the Sequences tab, where you create and manage AI Sequences.

​
How It Works

When you create an AI Sequence in Avina, we create a corresponding sequence in your connected sending platform under the hood. This means:
  • Your existing setup stays intact: inboxes, sender reputation, mail merge tokens, and compliance settings carry over.
  • Avina drafts the steps: using signal context, account history, and your product positioning to write personalized copy.
  • Your platform sends the emails: deliverability, scheduling, and reply handling all happen in the tool your team already uses.
AI Sequences are not a separate email sender. They extend your existing sequencer with AI-powered drafting and signal-triggered enrollment.

​
Supported Platforms

AI Sequences work with the following sending platforms:

Outreach

Salesloft

HubSpot

Lemlist

Instantly

Smartlead

Connect your preferred platform in Settings > Integrations before creating your first sequence.

​
Creating a Sequence

1

Open the Sequences page

Navigate to Sequences from the main sidebar.
2

Click Create Sequence

Click the + Create Sequence button in the top-right corner.
3

Name your sequence

Give your sequence a descriptive name (e.g., “Pricing Page Visitors Follow-Up”).
4

Choose your sending platform

Select the platform you want to send from. Only connected integrations are available. Disconnected platforms appear greyed out with a link to connect them.
If your preferred platform is greyed out, click the Connect link to set it up in Settings > Integrations, then return to create your sequence.
5

Configure and launch

After creating the sequence, you’ll be taken to the sequence editor where you can:
  • Add and edit email steps
  • Review AI-generated drafts
  • Select senders
  • Set timing between steps
  • Preview and publish

​
AI-Assisted Drafting

Avina drafts each email step using context from the signal that triggered the sequence:

​
Signal Context Framework

Avina uses two categories of context to personalize drafts:
  • Public context: information Avina found about the prospect and their company from public sources (website, LinkedIn, news, job postings).
  • Private context: information from your CRM and engagement history (deal stage, past conversations, account activity).
This dual-context approach produces emails that reference specific, relevant details rather than generic templates.

​
How Drafting Works

  1. Signal fires: a prospect triggers one of your active signals (e.g., visits your pricing page, gets hired into a target role).
  2. Context is assembled: Avina pulls together public research and CRM data about the prospect and their account.
  3. Draft is generated: AI writes personalized copy for each step, incorporating the signal trigger, prospect context, and your product positioning.
  4. You review: preview the draft in the sequence editor, tweak if needed, then publish.

​
Style and Templating Instructions

When editing a sequence, you can provide:
  • Style instructions: guide the tone, formality, and voice of AI-generated drafts (e.g., “Keep it casual and under 100 words”).
  • Templating instructions: define structural requirements or specific talking points to include in every draft.

​
Sender Selection

Choose which team member sends each sequence. The sender list is populated from your connected platform’s user accounts, so your team’s existing mailbox setup is preserved.

​
Sequence Analytics

Track the performance of each sequence from the Sequences page:
  • Published vs. Draft: see which sequences are live and which are still being edited.
  • Enrollment count: how many prospects have been enrolled.
  • Connected signal: which signal is feeding prospects into the sequence.

​
Launching from Signal Activation

When you activate a new signal, Avina presents a “What should happen next?” modal with quick actions. Selecting Launch AI Outreach takes you directly to the sequence creation flow with the signal pre-linked, so prospects from that signal are automatically enrolled. For the full list of post-activation options, see Post-activation: next steps.

​
Best Practices

  1. Start with your highest-intent signal: pair AI Sequences with signals like pricing page visits or champion movement for the best results.
  2. Use style instructions: a few sentences of guidance dramatically improve draft quality and brand consistency.
  3. Review before publishing: AI drafts are strong starting points, but a human pass ensures nothing feels off.
  4. Keep sequences short: 2–3 steps perform better than 5+ step sequences for signal-triggered outreach.
  5. Monitor and iterate: check sequence analytics regularly and refine your signal filters and copy based on engagement.