AI sequences and campaigns: drafted by AI, sent by you
Two different tools sit behind one idea. A sequence is a paced, personal, one-to-one walk through several touches — email, wait, follow-up task, a condition that checks for a reply — sent from a seller's own mailbox. A campaign is a one-to-many send to an audience, at once. Current's AI can draft both. Neither one sends a single message you haven't approved.
What the AI actually does
You describe the goal in plain words — "revive quiet managed partners into a business review" — plus an optional audience hint and a tone (professional, friendly, or direct). The AI drafts a complete multi-step sequence: three to six emails with sensible spacing, follow-up tasks, and a no-reply condition, shaped exactly like the steps you'd have built by hand, so the draft drops straight into the builder for you to edit. For a campaign, the same thing happens for a single email: subject, preheader, and body blocks.
The drafting tools write nothing and send nothing. They hand you a draft and stop. And they're validated on the way out: the AI cannot invent a link (any web address it produces that wasn't in what you gave it is stripped before you see the draft), and everything it writes is length-capped. On the sequence side the draft is also merge-tag-scrubbed — any tag Current can't actually resolve for a sequence send is removed. On the campaign side an unknown {{token}} can still appear in the draft you review, but the send preflight refuses to queue the campaign until you fix it, so it can never reach a recipient. What you paste in is treated as material to write from, never as instructions to obey.
- 1Open Sales → Sequences and click Build with AIDescribe the goal, optionally who it's for, and pick a tone.
- 2Read the draft properlyIt arrives as real, editable steps in the builder — not a blob of text. Rewrite the subject lines that don't sound like you, delete the touch that's one too many, change a wait from three days to five.
- 3Save it, then turn it onNothing is written until you click Save as paused sequence — and it saves paused, so no one is enrolled and nothing is queued until you activate it. See "How to build and launch a sequence, step by step" for the full walkthrough.
The guardrails
- +No AI-drafted email sends until you've read it and saved it — the drafting tools write nothing and send nothing.
- +Sequence emails go out from the seller's own Microsoft 365 mailbox — a real person's address, not a shared blast domain — and land in their Sent Items.
- +Business days only, on by default per sequence: a step falling on a weekend or one of your holidays re-arms to the next business morning. Because that's applied when the step is due, editing your holiday calendar affects sends that are already queued.
- +A hard cap of 250 sequence emails per mailbox per day. Number 251 isn't an error — it reschedules to the next business morning and is logged as such.
- +A reply takes the contact out of the sequence before the next touch can go — the reply sweep runs ahead of the send sweep on every cycle (a few minutes end to end), so a replying contact doesn't get one more automated email.
- +Bounced and unsubscribed addresses are suppressed. Campaign sends re-check suppression at the moment of sending. Sequences check at enrolment and again on every sweep — the sweep runs before any due email goes out, so a contact who unsubscribes mid-sequence is pulled out before the next touch.
- +Email verification, when NeverBounce is connected, keeps invalid addresses out of the send entirely. See "NeverBounce: verify email deliverability before you send."
The full mechanics — auto-enrolment triggers, dedupe rules, every exit condition, and what happens if you delete a sequence with people still in it — are in "The sequence engine: enrollment, caps, and exits."
Targeting: audiences are live queries, not static lists
An audience is a live query over your PSA data, not a spreadsheet you exported last month. Filters stack, and every one of them is answered from data that syncs on its own — so an audience built today is still correct in six weeks. You can filter by:
- +Relationship — all, customers, or prospects.
- +Account owner — sales leadership can pick any account executive or "Mine"; an account executive's audience is pinned to their own accounts.
- +Location (state and city), industry, and classification.
- +Contract type, and companies holding an active service line by name — the basis for a price-increase send.
- +Offerings held: has any, has all, or has only — plus "missing these services," which is how you target a whitespace gap.
- +Tags, and saved lists — including the lists that arrived with your HubSpot import. You can add a static list to the audience, or load a dynamic list's stored filters.
- +Minimum MRR (a financial filter, so sales leadership only).
- +Contacts — primary contact only, active contacts only.
- +Deliverability — optionally drop catch-all or unknown addresses from this send.
A useful worked example: notifying every partner on a Managed Services agreement of a price change takes about a minute to target — pick the service line, and Current resolves the companies, their contacts, and each one's current price. Save the filter set as a named segment and it's reusable forever. See "Campaigns and audiences: build, approve, and send safely" and "How to send your first email campaign, start to finish."
Watching what it does
Each sequence has its own report: a full-screen funnel of emails sent, replies, meetings booked, exit reasons, and exactly where every enrolled contact currently sits — with replies as the headline metric, because replies are the only metric that pays. Sequence email leaves from the seller's own mailbox, so it isn't open-tracked; open rates are a campaign number, not a sequence one. A reply also rings the enrolling seller's bell the moment it's detected, which is the one notification nobody has ever asked us to turn off.
