Messaging automations
Use a channel's workflow editor to respond to messages, organize contacts, and connect external services. Node availability differs between WhatsApp, Instagram, assistants, forms, and bookings.
WhatsApp workflows
This is an assistant workflow example; channel workflows have their own editors and supported actions.
Open the connected WhatsApp record, enable Workflow Rules, and use its editor. Supported configurations include incoming-message behavior, keyword or intent matching, first-message and inactivity events, commerce events, templates, interactive messages, tools, tags, Automated Audience membership, booking flows, delays, and conditions.
Choose the behavior of the incoming trigger carefully. Rules that run before AI can affect the normal reply path. Background reminders schedule a reminder separately so a delay does not hold the immediate AI response.
Instagram workflows
Use the connected Instagram record's workflow configuration for the supported DM/comment triggers, replies, tags, keyword or intent conditions, delays, and webhook actions. A node in one channel's library is not automatically available in another channel.
Reusable configuration
- Constants store reusable values and protected secrets.
- Meta-approved templates provide outbound WhatsApp message formats.
- Legacy local WhatsApp templates are a separate retained resource.
- Webhooks connect a configured action to an external receiver.
Build a controlled flow
Start with one trigger and one action, save explicitly, and test with a controlled contact. Confirm what happens when the condition does not match and when an external service fails. Review delivery status instead of treating a queued action as completed.
See Workflows for editing, activation, testing, and response-control guidance.