Automation
Build safe, scalable automation with clear triggers and outputs.
Rule BuilderTriggersActions
Rule Builder
Configure rule types, triggers, and outputs.
Triggers
Events that kick off rules.
Actions
Responses, follow-ups, and safe outputs.
Testing
Validate rules before auto-send.
Rule safety tips
- Start in Draft-only mode to review outputs.
- Test rules against real conversations before enabling auto-send.
- Use clear names so you can audit performance later.
Automation lifecycle
- Draft the rule and define the response.
- Test it with real context using "Test Rule".
- Enable auto-send once you trust the output.
Common patterns
- Greeters for new followers or first-time messages.
- Upsells triggered by intent or keywords.
- Follow-ups scheduled after inactivity.