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And as such, there are several reasons to take the process into manual mode first. From a pure human perspective, you want to make sure that each campaign step takes the prospect closer to wanting to purchase your service, and you definitely want to experiment each of those steps first, one by one, to make sure of desired outcome. Also, some outreach sequences can result in so much different possible outcomes, that you want to be able to choose next steps, rather than follow a singular path. Onboarding new customers would be such example.

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Inbox anatomy

The items you place in the Inbox are called Cases. Each case can have 0 or more associated Tasks and Actions. One typically follows the guideline tasks, checks them off, while choosing which actions (available for the case) to manually execute.

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