Automations
AI auto-reply
AI auto-reply drafts a reply to a lead’s most recent inbound message. It can queue the draft for a human to send, or send it automatically, with rate limits, business hours, and caps so it never runs away.
Set it up
- 1Open the settingsGo to
Automations → AI Conversations → AI Replies. - 2Enable and pick channelsTurn on AI replies and choose which channels it may reply on — WhatsApp, SMS, Email, and social DMs (Instagram, Facebook).
- 3Choose a modeDraft only (a human sends) or Auto-send.
- 4Add the actionCreate a
Message receivedautomation and add theAI auto-replyaction.
Models
Replies run on Google Gemini by default. A project can switch to an OpenAI (GPT-4o), Anthropic (Claude), or xAI (Grok) model instead from the AI Conversations settings.
Guardrails
- Rate limit, at most N AI replies per recipient per hour.
- Daily cap, a per-project ceiling on AI replies per day.
- Business hours, optionally only reply during set hours.
- Fall back to human, the AI defers instead of guessing when it is not confident.
- Kill switches, a per-project enable toggle and a platform-wide switch.
What the AI sees
The reply is grounded in the recent conversation and your tone and custom instructions. It is told not to invent facts (order numbers, prices, policies) and to keep within a length cap you set. You can override the whole behaviour with your own instructions.
Billing
An AI reply is billed twice: once for generating the draft, and, in auto-send mode, again for the outbound message on its channel. Draft-only mode only bills the generation. Every draft and send appears under AI Conversations → Activity with its disposition.
Review tab before switching to Auto-send.