Getting started
Create your first automation
An automation is plain-English instructions plus a trigger — you describe what to do, when, and in which chats.
Walk through the New Automation form
- Pick a template or start blank. Templates include:
- Daily team recap
- Unanswered customer follow-up
- Auto-reply to pricing questions
- Morning standup nudger
- Give it a name you'll recognise later.
- Write instructions in plain English — what to do, when, and in what tone.
- Attach files the agent can send (optional): images, video, PDF. Max 20 MB per file.
- Choose one trigger:
- On a schedule — e.g., every weekday 9 AM.
- When a chat message matches — describe the kind of message, e.g., "someone asks about pricing".
- Choose where it works: one chat / all group chats / all direct messages / all chats. Add exclusions if needed.
- Toggle capabilities you want the automation to have.
- Save.
[SCREENSHOT: New Automation form showing template picker, instructions field and trigger selector]
Tip
Start with one chat and Read & send while you're testing. Once it behaves the way you want, widen the scope.
