Safe starting pointsRecipe gallery
Each recipe has a fixed policy boundary. Publishing never enables real sending.
8–12 minutesInstagram comment → permitted private reply → DM lead collection
Turn an eligible post or Reel response into an owner-approved DM qualification flow.
- Trigger
- Matching comment on a configured media object
- Collects
- Configured fields, consent-safe conversation data and private images
- AI role
- Extracts fields and answers only from approved knowledge
- Policy limit
- One private reply in-window; the person must respond before the DM flow continues
Use this recipe6–10 minutesInstagram inbound DM qualification
Qualify a person who initiates a permitted Instagram conversation.
- Trigger
- Trusted inbound Instagram DM
- Collects
- Questions, images, source and timeline
- AI role
- Answers approved FAQ and price questions
- Policy limit
- No cold DM; low confidence or missing facts require a person
Use this recipe6–10 minutesWhatsApp inbound lead collection
Collect a complete lead record after the customer initiates or replies.
- Trigger
- Trusted inbound WhatsApp message
- Collects
- Questions, images, opt-out and service-window evidence
- AI role
- Extracts fields and suggests approved answers
- Policy limit
- Free-form messages require the open 24-hour service window
Use this recipe8–12 minutesWhatsApp consented reminder
Send one approved reminder only when consent, opt-in and template policy allow it.
- Trigger
- Trusted internal schedule
- Collects
- Consent, template, attempt and delivery evidence
- AI role
- May select approved context; never grants send authority
- Policy limit
- Approved template and explicit opt-in are mandatory outside the window
Use this recipe4–6 minutesAfter-hours or low-confidence human handoff
Create a clear owner task without unsolicited cross-channel contact.
- Trigger
- After-hours, low confidence or missing approved knowledge
- Collects
- Reason, conversation, customer and recovery context
- AI role
- Explains why human review is needed
- Policy limit
- Creates human review and sends nothing across channels
Use this recipe