What’s New This Fall: Conditional Sequences, AI SDR+ & More

With autumn coming to a close, let’s chat about all the ways we’ve been busy making things better for you this season. From big updates to those small but mighty tweaks, everything we’ve rolled out is designed with you in mind:

• Need to find the right contacts in no time? Done. 
• Want to effortlessly mix and match channels? We’ve got you covered. 
• Looking to grow your email deliverability rates? Say no more—it’s all here to help you work smarter, not harder.

1. New Reply features

This autumn, we’ve rolled out some fantastic new features to make your outreach smarter and more efficient.

1.1. Real-time data

Let’s talk about Live Data by Reply—your secret weapon for finding the right prospects. 

With access to over 1 billion up-to-date B2B contacts worldwide, Live Data ensures you never have to stress over outdated info again. Since the platform refreshes contact details in real-time, your bounce rates can drop to under 3%. 

That’s more time connecting and less time troubleshooting bad data!

But it’s not just about fresh data—it’s about smart targeting. With 14+ filters, you can zero in on the perfect prospects for your campaigns. No matter if you’re narrowing by job title, location, industry, or digging deeper with advanced intent signals like hiring activity or the technologies companies use, Live Data puts you in control.

• Technographics filter: Want to target companies using tools like Salesforce or JQuery? Done. Tailor your pitch to match what your prospects already use.
• Hiring Intent filter: Spot businesses actively hiring on LinkedIn. Growing companies are often the ones in need of new solutions, making them prime prospects.
• Keywords filter: 
  • Account level: Find companies with specific terms in their profiles.
  • Contact level: Locate individuals whose About sections include the expertise or skills you’re after.

Here’s a bonus: every paid plan comes with 50 free credits per month to enrich your contact list. That’s access to over 60 million accounts, 220+ million U.S. contacts, and 15+ million company profiles just waiting to be discovered.

With real-time updates and precision targeting, Live Data makes it easier than ever to connect with the right decision-makers and close deals faster. Ready to level up your outreach?

1.2. Multichannel Conditional Sequences

Let’s talk about how multichannel Conditional Sequences in Reply.io can make your outreach smarter and more efficient. 

Think of it as setting up “if-then” rules that automatically adapt your workflow based on what you know about a prospect or how they respond to your messages. It’s like having a personalized game plan for every contact—without the manual work!

Here’s how it works:

• If a prospect opens your email, the sequence can automatically send a follow-up.
• If they don’t open it, the sequence can pivot to a LinkedIn message or SMS instead.
• Have a prospect’s LinkedIn profile but no email? The sequence adjusts to reach them where they’re most active.

This flexibility means every prospect gets the right message, through the right channel, at the right time.

Setting up Conditional Sequences is straightforward.

1. Start a sequence: Head to the Sequences tab and click “Create New Sequence.”
2. Add a condition step: Choose rules like:
   1. “Has LinkedIn profile” or “Valid email address.”
   2. “Opened an email” or “Replied to a message.”
3. Set Up paths: Create tailored actions for each condition—like sending a follow-up email to some or assigning a LinkedIn task to others.
4. Track results: Use the Stats tab to monitor how prospects flow through the sequence and tweak as needed.

The beauty of Conditional Sequences? It keeps things moving—even if you’re missing some contact details. Your outreach stays organized, personal, and effective, helping you connect with prospects in ways that feel timely and relevant.

With Conditional Sequences, you’re not just automating workflows—you’re crafting thoughtful, adaptable outreach that drives better results. Simple, practical, and powerful!

1.3. Canned Responses for inbox

Say hello to a quicker, easier way to handle your messages with our new Inbox Canned Responses feature! If you’re tired of typing out the same replies over and over, we’ve got you covered.

Here’s how it works:

1. Save your go-to replies: Highlight any text, click “Save as Canned Response”, and give it a name.
2. Use it in seconds: When you need it, find the response by its title and insert it with a click—or use the handy CMD/CTRL + Q shortcut to make it even faster.

This feature is perfect for handling common questions or routine follow-ups. No matter if it’s answering FAQs or sending a quick “thank you,” Canned Responses let you reply in seconds while keeping things consistent and professional.

2. AI SDR updates

The AI SDR just got even smarter, helping you work faster and target better than ever before.

2.1. Import your own company lists

Account-based selling just got a whole lot smarter with our latest AI SDR update!

Now, you can import your own company lists and easily target the right contacts. Here’s how it works:

1. Create your list: Go to People → Accounts, and add your preferred domains or companies to build a custom list.

2. Apply the Account Filter: When setting up a new Jason AI SDR sequence, use the Account filter to select your list.

3. Let AI SDR do the rest: It’ll automatically search for relevant contacts within those companies and enrich them with the latest information.

This means you can focus your outreach on key decision-makers, ensuring your messaging is laser-targeted and strategic. No more wasted time—just smarter, more efficient outreach that drives results!

2.2. Smarter contact filtering with AI SDR

Finding the right contacts just got even simpler! With three powerful new filters in AI SDR—Technographics, Hiring Intent, and Keywords—you can easily refine your search and zero in on the best prospects for your campaigns.

Here’s how each filter helps:

• Technographics filter: Want to target companies using specific tools like Salesforce or JQuery? Just select the technologies you’re focusing on, and the filter will show you contacts working at companies that rely on them. This makes it easier to tailor your outreach to prospects already primed for your solutions.

• Hiring Intent filter: Spot companies actively hiring on LinkedIn. These businesses are often growing or launching new projects, making them great candidates for your services.

• Keywords filter: Dive even deeper with this tool:
  • In the Account section, find companies whose “About” profiles include specific keywords related to your focus.
  • In the Contact section, search for keywords in individual profiles, letting you target prospects with the right skills or roles for your goals. 

To use this feature for contacts, enable the “Contacts only” search mode—perfect for targeting individuals, though it excludes some account-based filters like industries.

These filters let you connect with the right people faster, making your outreach precise and personalized. No more guesswork—just smart targeting that saves you time and boosts your results!

2.3. AI SDR is now powered by GPT-4o

Say hello to smarter, faster outreach with the AI SDR tool!

We’ve upgraded to the newest OpenAI model, GPT-4o, and it’s a game-changer. Here’s what it brings to the table:

• Sharper reasoning: The AI now understands your prospects better, ensuring more accurate and relevant responses.
• Faster processing: Need quick replies? GPT-4o delivers, saving you time with every interaction.
• Clearer communication: Responses are now more concise and to the point, keeping your outreach professional and impactful.

With GPT-4o powering the AI SDR, your prospecting becomes not only faster but also more effective, helping you maintain high-quality communication with minimal effort. It’s outreach made smarter!

3. Reply improvements

We’ve made several updates to simplify your workflows and improve your results.

3.1. Import mailboxes via CSV

Managing outreach across multiple accounts just got so much easier! With our new CSV mailbox import feature, you can add multiple mailboxes in one go. 

Perfect for agencies or teams running big email campaigns, this update saves time and reduces setup errors.

Here’s how to get started:

1. Prep your CSV file: Include the essentials—Email, Daily Limit, Sender Name, SMTP details, and IMAP details.
2. Go to email settings: Head to Settings → Email account.
3. Click “New Email Account”: In the top right corner, select Import from CSV.
4. Upload your file: Drag and drop your CSV and hit upload.
5. Check the status: A notification will let you know when your import is complete.

And that’s it! You’re ready to go with minimal effort and maximum efficiency.

3.2. Improved email warmup

Big news for MailToaster users! Managing and warming up multiple mailboxes is now a breeze with our new bulk CSV import feature. 

It’s the ultimate time-saver for handling multiple accounts all at once. And here is how it works:

1. Go to the Warm-Up Emails tab: Head to the Warm-Up Emails section in your dashboard.
2. Click “Add Mailbox”: You’ll find this in the top right corner.
3. Select “Import from CSV”: Choose the bulk import option.
4. Upload your CSV file: Make sure it includes these fields:
   1. Email
   2. Daily Limit
   3. Sender Name
   4. SMTP Host, Port, Password, and SSL (optional)
   5. IMAP Host, Port, Password, and SSL (optional)
   6. Warm-up Daily Goal and Daily Increment
5. Let the system work: Once uploaded, the system processes the data automatically, so you’re ready to go in no time.

3.3. Export replies to CSV

Exporting contacts just got smarter and more useful! Now you can easily export your contacts along with their replies as a CSV file directly from the Inbox or People pages. This update simplifies reporting and makes tracking engagement a breeze.

The CSV file contains key details like:

• Sequence name and ID
• The contact’s reply within the sequence
• Inbox category for each sequence where the contact is engaged

How to export:

• From the Inbox: Select the contacts you want, then click the “Export contacts to CSV with replies” icon.

• From the People page: Select contacts, click “More,” and choose “Export to CSV.” This will include all fields plus their replies.

This feature is perfect for agencies preparing reports for clients, helping you track engagement and deliver clear insights. Plus, it’s great for analyzing performance and fine-tuning your outreach strategy.

Save time, stay organized, and get the data you need—right at your fingertips!

3.4. Automatic Email Validation feature

Say goodbye to bounced emails with Automatic Email Validation!

This feature makes sure the email addresses in your contact lists are valid, so your messages actually reach the right people. Once it’s enabled, any new contacts added to your sequences are automatically validated—keeping your lists accurate without any extra effort.

Even if you run out of validation credits, your sequences won’t stop. 

Validation will pick back up as soon as credits are available, so you can focus on crafting great messages without worrying about invalid addresses.

How to enable Automatic Email Validation:

1. Go to settings: Open the Settings menu in your account.
2. Click on email: Navigate to the Email section.
3. Turn it on: Find the toggle for Automatic Email Validation and switch it on.

Note: Only a team owner can enable this feature.

By keeping your contact lists clean and reducing bounce rates, this setting ensures your outreach is always on point. Simple, smart, and stress-free!

3.5. New onboarding checklist

Getting started with Reply is now a breeze!

We’ve introduced a brand-new onboarding section to help new users hit the ground running. This dedicated tab is designed to guide you step-by-step through the setup process and show you how to make the most of Reply’s powerful features.

Here’s what you’ll find:

• A handy checklist: Walk through all the key steps to get up and running smoothly.
• Short, instructional videos: Learn how each feature works with quick, easy-to-follow tutorials.
• Best practices and tips: Get expert advice to maximize your success right from the start.

No matter if you’re brand-new to Reply or just want to refresh your knowledge—this onboarding checklist is here to ensure you have everything you need to succeed. It’s all about making things simple, practical, and stress-free!

3.6. Conditional Sequence templates

Personalized outreach just got even simpler with our new Conditional Sequence Templates!

These ready-to-go templates let you automate and customize your outreach based on how prospects interact with you—making every touchpoint feel personal and relevant.

Meet the new templates:

• LinkedIn Sequence: Perfect for engaging LinkedIn connections dynamically. The messaging flow adapts automatically based on your prospect’s actions or responses, so you’re always sending the right message at the right time.
• Move to Sequence: This template transitions contacts to follow-up sequences automatically, depending on their interactions or specific conditions. It’s a seamless way to nurture leads without extra effort.

How to get started:

1. Go to the Sequences tab: Click “New Sequence.”
2. Choose from template: Select the template that matches your outreach goals.
3. Customize and go: Edit the sequence to fit your strategy and let the automation do the rest

With these templates, you can easily create tailored, responsive workflows that save time and boost engagement. Smarter outreach, made simple!

3.7. Bulk open tracking management

Managing open tracking has never been easier!

With bulk open tracking management, you can control open tracking for all your sequences in one go—perfect for teams juggling multiple campaigns. No matter if you want to turn open tracking on or off across the board or tweak it for specific sequences, we’ve got you covered.

Here is how to disable open tracking in bulk:

1. Go to settings: Open the Settings menu in your account.
2. Select email: Navigate to the Email section.
3. Find the toggle: Look for “Disable Open Tracking in Bulk” and switch it on or off. A confirmation popup will appear to prevent accidental changes.

Need more control? You can also adjust open tracking for individual sequences:

1. While setting up a sequence, go to Settings → General Settings.
2. Use the “Disable Open Tracking” toggle to turn it on or off for that specific sequence.

This flexibility lets you manage tracking for all your sequences at once or fine-tune it for certain campaigns—so you’re always in control!

4. New Integrations

Streamline your sales process with over 65 integrations now supported by Reply!

We’ve added some powerful new integrations—RB2B, Clay, udu Source, and Persana—to help you manage leads and boost your outreach. Here’s how each one makes your workflow smarter and more efficient:

Meet the new integrations:

• RB2B: Instantly transfer website visitor data into Reply. Use real-time behavior insights to personalize your sequences and create laser-targeted campaigns.
• Clay: Enrich your leads with data from 75+ sources, including firmographics, technographics, and intent signals. Then, push those enriched leads straight into Reply sequences for quicker, more relevant engagement.
• udu Source: Use AI-powered deal sourcing to find hard-to-reach prospects through dynamic web data. Let the system learn your ideal target criteria and send those high-value leads directly to Reply for smarter outreach.
• Persana: Combine AI enrichment with 75+ data signals to refine and enhance your contact list. Export enriched contacts into Reply sequences to maximize your outreach efficiency.

These integrations simplify lead generation, turn website traffic into actionable opportunities, and make it easier to manage enriched data for highly targeted, effective outreach campaigns.

Say goodbye to scattered workflows and hello to smarter, faster sales outreach with these powerful tools!

Wrapping up

We’re all about making your work easier, faster, and more impactful—and these updates do just that. Whether it’s finding the perfect contacts, replying effortlessly, or making sure your emails hit the mark, we’re here to help you succeed.

And guess what? We’re just getting started! 

There are even more exciting features in the works to take your outreach to the next level. So stay tuned—there’s plenty more to look forward to!