How do I create an Add to Sequence action tool for AI agents?

Last updated: November 5, 2026

Create an Add to Sequence action tool when an AI agent should add a contact to a specific sequence automatically.

Before you start

  • Confirm the sequence exists.

  • Decide what contact behavior or qualification should trigger adding them to the sequence.

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 an Add to 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 add the contact to the sequence.

Troubleshooting

  • If the contact is not added, confirm the correct sequence is selected.

  • If contacts are added unexpectedly, tighten the agent instructions.