Build your first automation

Automations are trigger → condition → action. Keep each flow single-purpose; three small flows are easier to debug than one branching monster.

1. Pick a trigger — inbound message, keyword, form submission, tag change or schedule.
2. Add conditions — channel, contact attribute, consent state, business hours.
3. Add actions — send a template, assign a team, set an attribute, call a webhook.
4. Test in draft against a test contact.
5. Publish and watch the run log for the first day.

Common first automations

• Out-of-hours acknowledgement with expected response time.
• Keyword routing: BILLING to finance, HELP to support.
• Escalation when a conversation has been unanswered past your SLA.

Steps at a glance

1. Pick a triggerChoose what starts the flow: inbound message, keyword, form submission, tag change or schedule.
2. Add conditionsFilter on channel, contact attribute, consent state or business hours.
3. Add actionsReply with a template, assign to a team, set an attribute, or call a webhook.
4. Test in draftRun the flow against a test contact before publishing.
5. Publish and monitorPublish, then watch the run log for the first day of live traffic.