Ask for it with a collect step that validates the answer, save it to the contact, then subscribe them to email so you have a channel with no messaging window. Do this in almost every Instagram and WhatsApp flow. It is the single most valuable thing a chat conversation can produc…
Our Instagram token expired while I was away. I reconnected it the same day but the automations still are not sending and nothing in the flow looks wrong. Is there a second thing to switch back on?
Use the find row step. It searches a sheet for a value from the conversation and brings the matching row back into the flow, so later steps can use those fields in messages and conditions. This is the cheapest lookup you can build, and it is enough for a surprising number of rea…
The flow asks a question, the person answers, and nothing happens. I can see their reply in the inbox. The run just sits there and the next message never sends.
Add a send payment link step where the conversation reaches the point of buying, then trigger the follow up on the payment result rather than on the send. The two triggers you need after it are payment succeeded and payment failed. Both fire on the contact, so a separate automat…
We want the bot to answer the first two questions and then get out of the way when someone asks for a person. Right now it keeps replying over the top of my colleague and it looks terrible.
By default an automation runs on every connected account of that channel type, so with two Instagram accounts connected it already answers both. If you want it scoped to one, choose the account on the trigger. This is the setting to know about if you run more than one brand, bec…
Customers paste an order reference like AB 4821 and I want the flow to recognise it and look it up. A keyword list obviously will not work for that. Is there a pattern option?
Use the wait for a good time step. It holds the flow until it is inside your allowed hours, in the contact's own time zone when that is known, and passes straight through when the window is already open. This is different from a fixed wait step, and the difference matters. A fix…
Use an A/B split step right after the trigger, write a different opening on each branch, then record a conversion on the outcome you care about so the two branches are comparable. The split itself is the easy part. The mistakes are all in what comes after. Split once, early. A s…
I have three automations listening for info because different teams built them at different times. Customers get one reply, sometimes seemingly at random. How does it decide, and can I see which one is live?
Send buttons or quick replies, then branch on which one came back and add a tag on each branch. Two steps, and it turns every conversation into segmentation you can use later. The reason this is worth doing on almost every flow: a tap is a stated preference, and it is the cheape…
Our price keyword automation is firing on messages that have nothing to do with price. One of them was somebody saying they appreciate the fast replies. I assume I picked the wrong mode but which one is right?
Use one automation on the keyword, then branch with a condition step, and send each branch to its own flow with a start flow step. One entry point, three maintainable flows, instead of three automations fighting over the same keyword. The reason not to build three automations on…
This space is for what you have actually shipped, and it is empty because we are not going to fill it with examples we made up. If you have a flow running in production, we would like to see it. Useful posts tend to have the same three parts: What the flow does, in one sentence.…