Building a flow

In the Flow tab, click Add a step to add a step, drag from a step's output dot to the next step to connect them (a step can't connect back to itself or to an earlier step, since the flow would repeat forever), and click a step to edit it in the panel on the right. Press Save (or ⌘S / Ctrl+S). The badge top-right shows Valid, warnings, or "N to fix".

Steps:

• Send DM: a message: Text, Buttons (up to 3; link buttons), Carousel (up to 10 slides, each with an optional picture) or Image. For a picture, Upload photo from your phone or computer, or Paste a link. Send as a private reply replies privately to the triggering comment. Use it on the first DM of a comment flow. A comment gets only one private reply, so if an earlier step already sent it (an Ask for follow, for example), this step goes as a normal DM instead. Wait for them to tap a button adds a button (you name it, e.g. "Send me the link") and carries on only when they tap it. After a comment, Instagram allows one message until the person taps or replies, so turn it on for the first DM when more messages follow. If they never tap, nothing more is sent.
• Reply publicly: replies in the comment thread; add several replies and one is picked at random.
• Wait: pause up to 24h. The whole flow's waits can't exceed 24h (Instagram's window).
• If / else: branch on: follows you, has a tag, custom field, variable, message text, hour of day, first time, replied (they messaged since the flow last sent them something; useful for follow-ups), or tapped a link in this flow.
• Follower check: branch yes/no on whether they follow you. Instagram only tells us once the person has messaged you or tapped one of your buttons, so for someone who has only commented it takes the no path. Use Ask for follow for them.
• Ask for follow: sends your message with a button (Button, default "I've followed ✅"). When they tap it, we check whether they follow you: yes continues down yes; if not, they get If they tap but aren't following yet once with the button again, and the next tap continues down yes or no. If nobody taps within Wait for a tap, it takes no. From a comment, this message is the private reply, so someone who never taps or replies can't be messaged again and the flow stops there. People who already follow skip it.
• Ask a question: asks something in the DM and saves the answer; can Save to a lead form (pick the form and Which question). Turn on Save to the contact to also keep the answer on their contact as a custom field (you choose its name), so broadcasts and other automations can use it, e.g. {{email}}. Off, the answer is only usable later in the same automation. Answer type: Free text, Email, Phone, Number, Multiple choice or Rating. Multiple choice shows up to 13 Choices to tap under the question (Instagram shows the first 20 characters of each); typing a choice instead counts too. Rating shows 1 to 5 to tap. Email, phone and number answers are checked: if one doesn't look right, If the answer doesn't look right is sent once (there's a sensible default) and it waits again. Has a "no answer" path, taken after Give up after or a second answer that doesn't check out.
• AI replies: answers from your AI agent's knowledge base; hands to you when unsure.
• AI yes/no: the AI reads the conversation and answers your Question (e.g. "Have they asked about the price?") with yes or no; unsure is no. Each check uses one AI reply from the plan's monthly allowance; with none left it's no. Needs the AI agent feature.
• Share a post: sends one of this account's own posts or reels into the DM (pick it from your posts), with an optional message after. Instagram only shares your own posts. It needs an open conversation: after a comment, put it after a tap or a reply.
• Email me: emails the account owner who reached this step, which automation, any answers they gave, and A note for you. At most 50 a day. It only ever emails the owner.
• Opt out: the same as the person replying STOP: no automation, broadcast or AI reply reaches them again, and the flow ends there. Replies typed in the Inbox still go.
• Send a coupon: issues a code from a coupon pool (choose the pool by name; create pools under Templates → Coupons); "ran out" path when empty.
• Tag contact, Set field: label people or store values.
• Split test: send people down different paths by weight.
• Call a webhook: send data to another system. The address must be a public http or https one on port 80, 443, 8080 or 8443 (not localhost or a private network). Values filled in from a follower are encoded so they stay a value, and at most 64 KB of the reply is kept. Webhook endpoints in Developers follow the same address rule.
• Hand to a human: stops automating and flags the thread in the Inbox.
• End: finishes; Count as a conversion marks it as a goal in analytics.

Personalise any message with tokens: {{first_name}}, {{full_name}}, {{username}}, {{keyword}}, {{trigger_text}}, {{account_username}}, {{coupon}}, plus any answer saved by Ask a question (e.g. {{email}}) and any custom field on the contact. Up to 8 DMs after the starter DM is the safe ceiling.