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Feature: Sequence Threading Mode

Description:

Provide sequence managers the ability to define how sequence communications are threaded with recipients. Managers can choose whether a step in the sequence continues an existing conversation thread or initiates a new one. This ensures contextual alignment and greater flexibility in outreach.


Functional Requirements

  1. Threading Mode Option in Sequence Design
  • The sequence design interface shall include a control labeled “Threading Mode” available when configuring sequence steps.
  • The control shall allow the user to choose between:
  • Continue Existing Thread
  • Start New Thread
  1. Behavior – Continue Existing Thread
  • When selected, the system shall append the outgoing message to the latest existing conversation thread with the recipient.
  • The message shall appear as a continuation of the prior communication history within the same conversation context.
  1. Behavior – Start New Thread
  • When selected, the system shall initiate a brand-new conversation thread with the recipient.
  • The message shall not be linked to prior conversation history, and it will be displayed as a separate thread in the recipient’s mailbox or chat window.
  1. Persistence of Selection
  • The chosen Threading Mode shall be stored as part of the sequence step configuration.
  • The mode shall apply consistently whenever the step executes, regardless of recipient or execution time.


STATUS DETAILS
New