Setting up Autopilot rules
Autopilot rules define when and how the AI acts on your behalf. Each rule has a trigger, a condition, and an action.
Creating a rule
Go to Autopilot in the sidebar
Click the Autopilot section.
Click "New Rule"
Give your rule a name (e.g. "Auto-reply to pricing questions").
Set the trigger
Choose what event triggers this rule: New DM, New Comment, Specific keyword, etc.
Set conditions (optional)
Add conditions like: "only if message contains 'price'" or "only outside business hours".
Set the action
Choose what the AI does: Generate reply suggestion, Auto-send reply, Create a lead in CRM, etc.
Enable the rule
Toggle the rule on. It will start processing matching events immediately.
Tip: Start with "Suggest" mode and review 20-30 AI suggestions before switching to "Auto-send" mode.