Edit Your Pulse with an LLM

The Pulse editor is great for adding a call here or a text there. But when you want to do something bigger, like stretch a one-week cadence out to two weeks, all that dragging and dropping gets tedious fast.

Good news: you can hand that work to an LLM like Claude or ChatGPT and get a great head start in a couple of minutes.

How it works

What to tell it

Describe the pattern you've got and the change you want, in plain English. You don't need to be super specific. Here's roughly what I said in the video:

I've shared a JSON file of a pulse cadence with you. This covers the cadence we use to reach out to our members for win-back calls. You'll see there's a pattern of sending SMSs after calls to folks we weren't able to contact, then waiting a day or two before we try again. I want to extend this pulse so it lasts 14 days, maybe by adding two or three more days' worth of contacts, without overwhelming the customer with calls and texts. Can you help with this?

It came back with calls on days 7, 9, 11, and 14, each with a heads-up text before the call and a follow-up text if we couldn't reach them. Exactly the pattern I already had, just longer.

A few other things it's great for:

• Auditing your texts. Ask it to tighten up your messaging, or check every text for a certain tone.
• Rewording in bulk. "Make every follow-up text sound more casual" or "don't use em dashes in any of the texts."
• Explaining a Pulse. Upload one and ask "walk me through what happens to someone in this cadence." Handy for a template you didn't build.

Reviewing the import

Before anything changes, the import shows you a summary of what's in the file: how many blocks, connections, calls, and texts. Then it checks the file against your campaign.

Dispositions

Every call step routes on dispositions (the outcome of the call). If the file references one that isn't on your campaign, you'll see it here with a choice to Drop it or Remap to something your campaign does have.

• Not on campaign: the disposition doesn't exist on this campaign. Remap it to the closest match, or drop it.
• Handled automatically: outcomes like Transferred, Appointment Scheduled, and Inquiry Raised. These end the journey on their own, so dropping them is totally fine. See How Campaigns Run.
• Grouped: part of a group like No Contact or Bad Contact. These get remapped to their group for you.

Dropping a disposition just leaves that output empty. Nothing else about the flow changes.

SMS templates

If your texts use saved templates, the import matches them up by ID or by name. If it can't find one, it'll either keep the text as a custom message or ask you to pick a template after you import.

Good to know

• Importing replaces your whole canvas. But it isn't saved until you click Save Draft or Publish, and you can undo it.
• New steps can land in weird spots. LLMs aren't great at laying things out, so new blocks sometimes stack on top of each other or an Exit doesn't move down. Cleanup fixes most of it. Then check that every last step still connects to an Exit.
• Check the validation badge. It tells you if anything's disconnected or missing. Hover it to see exactly what.
• Publishing affects people already in the campaign. New customers get the new version right away. People already in the Pulse switch over between steps. If you want them moved over now, check Move in-progress customers to this version when you publish.
• You can always go back. Save > Versions lists every version you've published, with a Restore button on each.
• Images don't carry over. Pictures attached to texts are removed on import, so you'll need to re-add them.