The automation editor

Open any automation from Automations. The switch at the top right turns it Live / Paused. Leaving with unsaved changes (the sidebar, Back, or closing the tab) asks first, here and in every editor with a Save button (link in bio, the inbox menu, lead forms, the AI agent and its articles). Tabs:

• Flow: the visual builder (below).
• Trigger settings: Trigger, Which content (anything beyond one picked post is marked (Pro) on Free), Match mode, Keywords, How to match (Message contains / is exactly / starts with the keyword / Regular expression), Never respond to (negative keywords that win over everything), Forgive typos, and How often it can run per person: Once per post (recommended) / Only ever once / Once per cooldown period / Every single time. Press Save settings.
• Performance: how many people reached each step.
• Rewind: DM the people who commented before the automation existed: Check who's eligible, then Send to all N. Only comments from the last 7 days that haven't had a private reply qualify.
• Setup (automations made from a simple template: the ones marked Simple setup in the template library): the automation as steps, with a phone preview (Post, Comments, DM) of exactly what the follower sees, drawn like Instagram's app in dark mode with your profile picture and the picked post. When someone comments on: A specific post or reel shows the picked post (picture, caption, when it was posted) with Change to swap it, and Add another post to listen on more than one (Pro); Any post or reel, including ones you post later (Pro); or Your next post (Pro): it stays off until your next post or reel is published, however you publish it, then switches on for that post. On Free an automation listens on one post; automations that already listened on more keep doing so, they just can't add more. And the comment has: a keyword (type it and press Enter; add variants) or any comment. They get first: An opening DM with a button (from a comment it's the private reply; the tap is what lets the rest be sent), Ask them to follow you first, Ask for their email, Ask for their phone number (Pro). And then they get: the message and up to 3 link buttons (Add another link). Reply in the comments: public replies, one per line, picked at random. If they go quiet: one follow-up nudge after 1 to 23 hours if they don't reply or tap (Pro). Press Save. Asking for an email or phone, or a follow-up, from a comment needs the opening DM, so it switches on by itself unless the follow ask comes first. You can open the Flow tab any time to see or change the steps on the canvas; saving the canvas switches the Setup tab off for that automation (it can then Start over in the simple setup, which replaces the flow).

The automation's name at the top (dashed outline, pencil icon) is editable: click it, type, and press Enter. Delete is at the bottom of Trigger settings, or use the bin icon on the Automations list. Setup score (top right, out of 100) checks the automation as you edit, saved or not. Fix before going live: Add your link (a button still has the example link), Add a keyword, Pick a post, Send something, Fix the flow. Switching it Live is refused until these are fixed. Make it better (optional): Use their name ({{first_name}}), Reply in the comments too, Add more keywords, Follow up if they go quiet (needs delays, a Pro feature). Go to step opens the step on the canvas, or the Trigger settings tab. If you've edited the flow, save before switching it on.