Ken Loh

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.