Cadences
The Cadences section allows you to create, manage, and optimize automated calling sequences that determine when and how often your leads are dialed. Each cadence defines timing, caller ID behavior, voicemail logic, and call progression rules for every step in the sequence.
Overview
The Cadence Management Dashboard provides a centralized view of all existing cadences along with performance analytics and controls.
Top Metrics Displayed:
- Total Cadences: Total number of cadences created.
- Average Steps: The average number of steps across active cadences.
- Contact Rate: The percentage of calls that successfully connect with a contact.
- Conversion Rate: The percentage of connected calls that result in a successful conversion.
Cadence Performance
A visual chart displays call completion, contact, and conversion rates by cadence type. You can switch views between All Cadences, Active, Draft, or Archived.
Cadence List Table
Each cadence entry includes:
- Name – The title of the cadence.
- Status – Active, Draft, or Archived.
- Steps – The number of call steps included.
- Created – Date the cadence was created.
- Actions – Options to edit, duplicate, activate/deactivate, or delete.
Use the Create Cadence button in the upper-right corner to begin a new cadence.
Creating a Cadence
Click Create Cadence to start building a new call sequence. You'll be taken to the cadence editor where you can define logic, call timing, and progression rules.
Cadence Details
At the top of the editor, configure your cadence properties.
Fields:
Title your cadence.
Add context for internal users.
Define calling hours and days (e.g., 9 AM–5 PM, Monday–Friday).
Set how many total runs the cadence should complete. Optionally restart the cadence or transition to another one when finished.
Determine whether the system should automatically re-enroll leads into another cadence or leave them idle.
Toggle between Active or Inactive.
Cadence Steps
Each cadence consists of one or more call steps that determine when each call attempt happens and how it behaves.
For each step, you can define:
1Basic Tab
- Step Name: Label the call step (e.g., Call Step 1).
- Call Script: Optional script or message for AI/agent reference.
- Caller ID Strategy: Choose how caller IDs rotate or randomize.
- Leave Voicemail If Detected: Enable to automatically drop a voicemail.
- Voicemail Message: Add a custom message for voicemail drops.
2Timing Tab
Delay After This Step: Specify hours or minutes to wait before the next call step begins.
3Disposition Routing Tab
Set how the system should behave based on the previous call outcome (e.g., if "Busy," retry in 4 hours; if "No Answer," skip to next step).
4Advanced Tab
Control conditional routing, dynamic variables, or custom AI behaviors for high-volume setups.
Add additional steps using + Add Step. There is no hard limit, but best practice is to keep cadences efficient—typically 3–10 steps depending on vertical.
Example: Multi-Step Cadence
A common 5-step cadence might look like:
| Step | Delay | Caller ID Strategy | Voicemail | Notes |
|---|---|---|---|---|
| Step 1 | Immediate | Random | Off | Initial attempt |
| Step 2 | 4 hours | Random | Off | Retry same day |
| Step 3 | 24 hours | Random | On | Voicemail drop |
| Step 4 | 48 hours | Rotating Pool | Off | Follow-up |
| Step 5 | 72 hours | Rotating Pool | On | Final attempt |
Templates and Reuse
On the left panel, you can manage and reuse cadence templates.
Save as Template
Save the current cadence layout for future use.
Manage Templates
View and delete saved templates.
Export Cadence
Download a cadence configuration as JSON.
Import Cadence
Upload a JSON file to clone an existing setup.
Performance Analytics
The Cadence Management dashboard tracks performance in real time.
Metrics include:
- Contact Rate: Connected calls ÷ total attempts.
- Conversion Rate: Successful outcomes ÷ total contacts.
- Average Attempts: Average number of attempts before contact.
Use these metrics to identify which cadences yield the highest ROI, and adjust timing or messaging accordingly.
Recommendations
At the bottom of the dashboard, you'll see Recommended Cadences generated automatically based on performance data. Click View Recommendations to preview system-suggested cadence adjustments or templates optimized for your lead type.
Best Practices
- ✓Keep cadences short enough to avoid over-dialing fatigue.
- ✓Align calling hours with time-zone-based compliance rules.
- ✓Monitor contact and conversion rates regularly; deactivate underperforming cadences.
- ✓Use separate cadences for AI-based calls vs human-agent follow-ups.
- ✓Enable Leave Voicemail strategically on later attempts.
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