App Guides
Inbox Automations
Set up comment-triggered inbox automations and decide when responses should still require review.
Overview
Inbox Automations turns repeatable comment-response workflows into reusable rules.
Use it when the same type of incoming comment should trigger the same next step.
What this page is for
- Creating comment-triggered automations
- Defining rule triggers and matching logic
- Setting approval requirements for outgoing responses
- Reviewing which rules are active
Before you start
- Connect the supported inbox channels
- Decide which trigger phrases or scenarios should be automated
- Know whether replies can go out automatically or need approval
Step-by-step tasks
Create a new inbox automation
- Open Inbox Automations.
- Create a new rule.
- Define the trigger or matching condition.
- Define the message or action the rule should take.
- Save the rule and test it with a narrow scenario first.
Require approval before sending
- Open the automation settings.
- Turn on approval for the rule.
- Save the rule.
- Review matching items from the approval flow before the message goes out.
Common actions
- Create or edit a rule
- Change matching conditions
- Turn approval on or off
- Pause a rule that is too broad
Tips and gotchas
- Start with exact, narrow triggers before expanding the rule.
- Approval is the safer default until the copy and targeting are proven.
- Revisit active rules after a brand or campaign shift.