How do I create a Remove from Sequence action tool for AI agents?

Last updated: November 5, 2026

Create a Remove from Sequence action tool when an AI agent should remove a contact from a sequence automatically.

Before you start

  • Confirm which sequence the contact should be removed from.

  • Define the condition that should stop sequence participation.

Steps

  1. Open Agents.

  2. Select Tools, then Create Tool.

  3. Choose Execute Actions.

  4. Name and save the tool.

  5. Add a clear label and description.

  6. Set timeout and speech settings.

  7. Add a Remove from Sequence action.

  8. Select the sequence.

  9. Save the action and tool.

  10. Enable the tool on the agent.

  11. Update the agent instructions with when to remove the contact from the sequence.

Troubleshooting

  • If the contact remains in the sequence, confirm the correct sequence is selected.

  • If contacts are removed too early, refine the trigger conditions.