Templates for comments and DMs
Rules and flows you can start from, each with an example and the parts you fill in yourself.
69 templates
FlowGrowth and higher plans
Comment INFO, chat in DM
A comment with INFO gets a private reply asking if they want the details. If they say yes, they get them and are marked as a lead.
FlowGrowth and higher plans
Menu of common questions
Someone says hi. The flow sends a short numbered menu and answers the option they pick.
FlowGrowth and higher plans
Price by product
Someone asks about price. The flow asks which product, sends that price and marks them as a lead.
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Comment INFO, get the details by DM
People comment INFO under your post; each gets a short public reply and the details in a private DM.
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DM away message
Every new DM gets a short note that you will reply soon, so nobody feels ignored.
FlowGrowth and higher plans
Sign up for a class: pick a program, get the next step
Someone wants to join. The flow asks which program, sends its start date and how to sign up, and marks them Interested. Unsure people get a person.
FlowGrowth and higher plans
Menu for parents' questions
A parent says hi. The flow sends a short menu with schedule, fees and location, and passes anything else to your team.
FlowGrowth and higher plans
Quote request: pick the service, then send the details
Someone asks for a quote. The flow asks which service, asks for the details you need to price it and marks them Interested.
FlowGrowth and higher plans
Table request by DM: day, then time and people
Someone asks to book a table. The flow asks for the day, then the time and how many people, and tags it so your team confirms.
FlowGrowth and higher plans
Trial class request: pick a class, then a day
Someone asks to try a class. The flow asks which one, explains how the trial works, asks for a day and marks them Interested.
FlowGrowth and higher plans
Trip packages, one at a time
Someone asks about your packages. The flow lists them, sends what the chosen one includes, and marks them Interested.
FlowGrowth and higher plans
Viewing request: when, then which property
Someone wants to see a property. The flow asks when, then which property and what time, and tags it so your team confirms.
FlowGrowth and higher plans
Visit request: first or follow-up, then a time
Someone asks for an appointment. The flow asks if it is a first or a follow-up visit, asks which times suit them and tags the request for your team. It never asks about symptoms.
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Price question, with a reminder 2 hours later
Answers a price question by DM, marks the person as Interested, and checks in 2 hours later if they have not written back.
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Price questions, answered by AI
When someone asks about price in a comment or DM, the AI answers from the price list you write.
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Thank people who share you in their Story
When someone mentions your account in their Instagram Story, they get a thank-you DM.
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Paid in Stripe: a thank-you by email
When a checkout payment goes through in your Stripe account, the customer gets a thank-you in their latest email conversation with you, the tag paid and the Customer stage. It runs for customers who wrote to you by email with the same address as in Stripe.
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Thank people for kind comments
Comments that praise your post get a friendly thank-you.
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Away message outside opening hours
A DM that comes in outside your opening hours gets a note saying when you are open. During opening hours nothing is sent, so your team answers. Check the days, the hours and the time zone before saving.
FlowGrowth and higher plans
Comment BOOK, continue the booking in DM
A comment with BOOK gets a private reply asking if they want a time. If they say yes, the flow asks what they'd like and tags the request.
FlowGrowth and higher plans
Quote request, details logged to Google Sheets
Someone asks for a quote. The flow asks for everything in one message, writes that message to your spreadsheet as a row, and tags the request so your team can price it.
FlowGrowth and higher plans
Price by treatment
Someone asks for prices. The flow asks which treatment and sends its price and length, with a link to book.
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Menu and opening hours on request
A comment or DM asks for the menu or your hours. They get both in one reply.
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Where's my order? Send the tracking steps
Someone asks where their order is. They get the steps to check it and the tag order-question, so your team can follow up.
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When is the next trip? Send your dates
A comment or DM asks about departure dates. They get your upcoming dates or a link to them.
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Class schedule on request
A comment or DM asks when classes are. They get your schedule link right away.
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Buying questions: AI reply + lead tag
Comments that want to buy get a short AI answer, and the conversation is tagged lead so you can follow up.
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Auto-reply only if nobody answers in 15 minutes
A new DM waits 15 minutes. If someone on your team answers first, nothing is sent. If not, the customer gets a note that you will reply soon.
FlowGrowth and higher plans
Buy, rent or list: sort property questions
Someone says hi about property. The flow asks if they want to buy, rent or list their own, tags each group and asks what your team needs to know.
FlowGrowth and higher plans
Membership options, one at a time
Someone asks about membership. The flow lists your options and sends what the one they pick includes and costs.
FlowGrowth and higher plans
Take an order in DM, step by step
Someone writes ORDER. The flow asks which product they want, then asks for their order details and marks them Interested.
FlowGrowth and higher plans
Thank-you, then a check-in
A customer says thanks and gets a reply. 23 hours later the flow asks how it went.
FlowGrowth and higher plans
Trip booking request: when, then dates and people
Someone wants to book a trip. The flow asks when, then which dates and how many people, and tags it so your team confirms the seats.
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Comment INFO, get the link
Ask people to comment INFO under a post; each one gets your link as a reply.
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Where are you located?
Anyone asking for your address or location gets it right away.
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Do you cover my area?
A comment or DM asks if you work in their area. They get the areas you cover and how to ask about others.
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Replies to your Story, answered by AI
When someone replies to your Instagram Story, the AI answers from the information you write.
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Invoice paid in Stripe: a thank-you by email
Each time an invoice is paid in your Stripe account, renewals included, the customer gets a thank-you in their latest email conversation with you. Only for customers who emailed you from their Stripe address. A Checkout payment can also start the checkout thank-you, so turn on only one of the two.
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Which size? Send your size guide
A comment or DM asks about sizes. They get your size guide and an offer to help pick one.
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Which documents do I need? Send your checklist
A comment or DM asks about passports, visas or documents. They get your checklist and a note that your team can help.
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Comment LINK, get the link by DM only
People comment LINK and get the link in a private DM. No public reply goes under the comment.
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Consultation requests, spotted by AI
Messages that ask for a call or a consultation, in any wording, get your booking steps and the tag consultation. The keywords match first, without AI.
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Hide spam comments
Comments that contain words from your spam list are hidden and tagged spam. No reply is sent.
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Closed for a holiday: tell everyone who DMs
While you are away, every new DM gets a note saying when you are back. Switch it off when you return.
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Live comment INFO, details by DM
During an Instagram live, everyone who comments INFO gets the details in a private DM.
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DM PROMO, get the promo code
People who DM PROMO get your current promo code and are tagged promo, so you can see who asked.
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Do you ship to my city?
Questions about shipping and delivery, in comments or DMs, get your shipping details.
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Refund in Stripe: tag the contact, send nothing
When you refund a payment in your Stripe account, the contact gets the tag refunded. No message goes out. It runs for customers who emailed you from their Stripe address and paid through Stripe in the last 90 days, since a refund only names the Stripe customer.
FlowGrowth and higher plans
Return or exchange: ask what happened, send the steps
Someone writes about a return. The flow asks if it is a return, an exchange or a wrong item, sends your steps and tags it for your team.
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Price asked in a comment, answered by DM
Someone asks the price under your post. They get a short public reply, the price in a private DM, and move to Interested on the Contacts page.
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Complaint in DM: say sorry, flag it for the team
A DM with words like refund or broken gets a short apology and the tag needs-person, so someone on your team picks it up.
FlowGrowth and higher plans
Ask if it's urgent, tag the urgent ones
Someone says hi. The flow asks whether it is urgent and tags urgent requests so your team answers those first.
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How do I order?
When someone asks how to order, they get your ordering steps in a comment reply or DM.
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Sold out? Note who wants it back
People who ask about a restock get a short reply and the tag restock, so you can find them on the Contacts page when it is back.
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Reply LINK to your Story, get the link
Ask people in your Instagram Story to reply LINK. Everyone who does gets the link by DM.
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No reply in 15 minutes: your hours and an urgent number
A new DM waits 15 minutes. If your team answers first, nothing is sent. If not, the patient gets your hours, a number for urgent cases and a note to keep health details out of chat.
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Collab requests from Story replies
Brands and creators reply to your Story about working together. They get where to send their proposal, and the tag collab.
FlowGrowth and higher plans
Custom order request: ask what they want, then the details
Someone asks for a custom piece. The flow asks which kind, asks for the details you need and marks them Interested.
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Giveaway: confirm every entry
People who comment your giveaway word get a public reply confirming the entry and the tag giveaway, so you can see every entrant.
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Comment WAITLIST before a launch, get on the list
Before you launch something new, people comment WAITLIST. Each gets a short public reply, a DM with what comes next, the tag waitlist and the Interested stage.
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Listing comment, full details by DM
People comment on a listing to ask about it. Each gets a short public reply, the details by DM, the tag listing-lead and the Interested stage.
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Which payment methods do you take?
DMs that ask how to pay get the list of payment methods you write.
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Reply BOOK to your Story, get the booking link
Ask people in your Instagram Story to reply BOOK. Everyone who does gets your booking link and the tag booking-request.
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Asks about spots or the next class: note who is interested
People who ask about free spots or the next class get a short reply, the tag waitlist and the Interested stage, so you can find them on the Contacts page.
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Any DM question, answered by AI
DMs that no other automation answered get an AI reply from the facts you write. Messages with words like refund or complaint are left for your team.
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Asks for a person: say who replies, tag it
Someone writes that they want a real person. They get a short note that your team will reply, and the tag needs-person so you see it first in the Inbox.
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Comment INFO: details by DM, the lead logged to Google Sheets
People comment INFO under your post. Each gets a short public reply, the details by DM and the tag lead, and the comment lands as a row in your spreadsheet.
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Order requests, logged to Google Sheets
Someone writes ORDER in a DM. They get a reply asking for the details, the tag order, and their message lands as a row in your spreadsheet.
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Change or cancel an appointment
Someone wants to move or cancel a booking. They get a short reply asking for a new time, and the tag reschedule so your team sees it.