How do I create a Move Sequence Step tool for AI agents?

Create a Move Sequence Step action tool when an AI agent should move a contact to a specific step in an existing sequence.

Before you start

• Confirm which sequence and step the contact should move to.

• Define the exact conditions that should trigger the movement.

• Review the sequence structure before configuring the tool.

Steps

1. Open Agents.

2. Select Tools.

3. Select Create Tool.

4. Choose Execute Actions as the tool type.

5. Enter a tool name and save it.

6. Add a clear label and description.

7. Configure timeout and speech settings.

8. In Actions, select Add Action.

9. Choose Move Sequence Step.

10. Select the sequence.

11. Select the specific step within that sequence.

12. Create the action and save the tool.

13. Open the agent that should use the tool.

14. Enable the tool for that agent.

15. Update the agent instructions with when to move the contact and which scenario requires that sequence step.

Tips

• Use narrow trigger conditions so contacts move only when intended.

• Confirm the selected sequence step matches the desired workflow outcome.

• Combine with tagging or notification actions when teammates need visibility.

• Test the behavior in a controlled conversation before deploying.

Troubleshooting

• If the contact is not moved, confirm the tool is assigned to the agent.

• If the wrong step is used, edit the action and select the correct step.

• If the agent does not trigger movement, add explicit conditions to the instructions.

• If contacts move unexpectedly, narrow the trigger logic.