Unified Inbox
Setting up inbox automations
4 min read
Inbox automations let you automatically respond to common messages, tag conversations, or create CRM leads — all triggered by incoming messages.
Common automation examples
- "What are your hours?" → Auto-reply with your business hours
- "How much does it cost?" → Send a pricing message + create a Lead in CRM
- Any new DM outside 9am-6pm → Send "We'll reply within 24 hours" message
Creating an inbox automation
1
Go to Automations
Click Automations in the sidebar.
2
Click "New Automation"
Select "New Message" as the trigger.
3
Add keyword conditions
E.g. "contains: price OR pricing OR cost".
4
Set the action
Choose "Send Reply" and write the auto-reply message.
5
Activate
Enable the automation. It runs on all future matching messages.