Creating an automation

Automations → New automation opens the template library. Filter by For you (templates that fit your welcome answers; without answers there's a link to answer them), Most used, Sell, Collect leads, Grow followers, Inbox & AI or All, and by trigger (Any trigger, Comments, DMs, Stories). Each card shows what starts it, its steps, and badges: Simple setup (opens as fill-in steps) or Flow (opens on the canvas), New, and Pro/Business when a step in it isn't on your plan (the button then reads See Pro). With several Instagram accounts, pick one in For. Use template creates it straight away, switched off, named after the template and its keyword (you can rename it), and opens the editor so you fill in your own words, link and keyword. Comment templates start on one post: the one you came from (New automation for this post), otherwise your newest post. You can change it in the first step. Ad comment templates start on Only ads and boosted posts on Pro. The editor always opens on the first step.

Templates: Comment to DM · Follower growth gate · Capture an email · Link + a reminder if they don't tap · Reply to a DM keyword · Collect phone numbers · Event sign-up · Quiz: the right product (one question with answer buttons, a different link per answer, the answer saved on the contact) · Story reply: a discount code (needs a coupon pool) · Story mention giveaway · Thank people who react to your story · Follow up if they don't reply · AI answers your FAQ. Comment to DM, Follower growth gate, Capture an email, Link + a reminder, Reply to a DM keyword, Collect phone numbers, Event sign-up and Follow up if they don't reply open in the simple Setup view; the rest open on the canvas.

Start from scratch (the last card) opens a 3-step wizard instead (Browse templates goes back):

1. Trigger: pick the account (if you have several) and what starts it:
   • Comment on a post or Reel (classic comment-to-DM)
   • Story reply or reaction
   • Story @mention (great for giveaways)
   • Live comment (during a broadcast)
   • DM keyword (someone messages you)
   • Comment on an ad or boosted post
   • Conversation starter (they tap a starter in your inbox)
2. Match: who it responds to: Only specific keywords (comma separated; matching ignores case, accents and emoji) or Everyone. For story replies there are also Emoji reactions only and Written replies only. For comment triggers choose Which posts?: Only the posts I pick (your newest is picked to start) / All my posts and Reels / Everything, including future posts and ads / Only ads and boosted posts. On Free an automation listens on one post (picking another swaps it); the rest are marked (Pro).
3. Flow: name it and pick a starting template (or Start from scratch for an empty flow), then Create and build the flow. The name is filled in from the keyword and where it listens, e.g. "LINK · New drop is live (Oct 2)" for one post or "LINK · all posts", and you can change it. You're warned if another automation on the account has the same name.

Choosing a template (Use template) first asks you to Name this automation, filled in with a suggestion you can change, then Create automation. Name it after the post or offer so you can tell automations apart.

The Automations list is a table: each row shows the picked post's picture (a LIVE tag when it's on), the name, what starts it in words with its keywords (e.g. "Comment on 1 post with LINK"), Paused or Needs setup: …, Runs (every time it started), CTR (link taps per DM sent, last 30 days), Modified, the on/off switch and the bin. Above it: Search by name or keyword, a trigger filter (Any trigger, then only the triggers you use) and a status filter (Any status, Live, Paused, Needs setup). With several accounts each row names its account. The bin icon next to the switch deletes an automation (it asks first): it stops replying straight away and its flow, runs and stats are deleted; contacts and conversations stay.

When several automations match the same comment, only one runs (a comment can get one private reply). The most specific wins: picked posts, then ads only, then all posts, then everything. Between equals, the most recently edited wins. If the winner won't run for that person (its re-entry setting, e.g. once per person), nothing else runs instead.

New automations are created switched off. Templates come with an example link (example.com): replace it with yours. Finish the flow, press Save, then flip the switch at the top right to Live. It can't go live while anything in the Setup score says "Fix before going live", for example the example link is still there, there's no keyword, no post is picked, or a Send a coupon step has no coupon pool chosen. On the Automations list, a paused automation that isn't ready shows Needs setup and what's missing.

A "Button tapped" trigger (for DM main menu items) and "Referral link opened" can be chosen afterwards in the automation's Trigger settings tab.