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Agent playbook
A Mixmax sequence is a multi-step cadence — emails, calls, LinkedIn touches, and to-dos spread across days. With an agent driving it, the building stops being the work: everything arrives as a normal Mixmax sequence you open, edit, and launch yourself. Nothing runs until you say so.
Try this today
Draft a five-touch sequence for VPs of IT at companies that just raised a Series B.
Paste it into Claude or ChatGPT once your agent is connected. Set that up here.
Before and after
The situation. You know who you want: VPs of IT at companies that just raised a Series B. Building the actual cadence still means 45 minutes you don’t have.
What happens. You describe the target and the angle. The agent drafts the full sequence — subject lines, timing, and personalization included — and hands it back for review.
Why it matters. The blank page stops being the reason good plays sit in your head for a week.
The situation. Someone on your Renewal Outreach sequence replied two days ago and it got buried. Every day you wait, the odds of a real conversation drop.
What happens. You ask who replied to a sequence this week. The agent names them and pulls the thread, so you can see what they asked before you answer it.
Why it matters. A reply that sat two days is a different conversation from one you answer in an hour.
The situation. You walked out of a conference with 40 business cards. Normally that means an hour with a CSV importer before anyone gets a single email.
What happens. You hand the agent the list and name the sequence. It enrolls everyone as personalized drafts, and you hit go.
Why it matters. All 40 get a personalized first email before the week is out, instead of sitting in a spreadsheet.
The situation. Your team runs a dozen shared sequences. Two of them are quietly burning through the list, and nobody notices until the month’s numbers land.
What happens. The agent reads the sequences your team shares, flags the ones with high bounce rates or low reply rates, and names the stage where each one loses people.
Why it matters. Two bad sequences get fixed in week one, with a month still left to run them.
The situation. You’re about to launch to 200 people. A missing subject line, or a merge token that didn’t fill in, is worse than a slow cadence.
What happens. Hand it the sequence before you launch and it catches the broken token or the empty stage before anything sends.
Why it matters. You catch the mistake, not 200 prospects.
Not from a sequence. Sequences and enrollments come back to you as drafts to review, and nothing goes out until you launch it. Your agent can send a one-off email when you ask it for one — so read what it proposes before you approve the send.
No. Anything the agent creates is a normal Mixmax sequence, so you can open it, edit a stage, and launch it the usual way. Asking is just another way in.
The same numbers you would look at yourself: bounce rates, reply rates, and the stage where people stop responding. Ask why it flagged one and it shows you the stage-by-stage drop-off behind the call.
Connect Mixmax to Claude or ChatGPT, then come back and paste the prompt above. Already using Engagement Copilot? This runs on the data you already have.
