Workflows: automatic conversations

A workflow is a conversation you draw once. It greets people, asks questions, sends links, tags contacts and hands off to you when needed.

It runs on its own, on one messaging account, every time its trigger fires.

#Where it works

Instagram, Facebook, WhatsApp, X, Bluesky and TikTok. Telegram is coming soon.

#Do it in the dashboard

Open Automations, then Workflows, and choose New workflow.
Pick a template or Start from scratch. Templates include Welcome flow, Ref link offer, Comment-to-DM funnel, Lead form to WhatsApp and Story mention reply.
Pick the Account, give it a Name, and choose Create draft.
On the canvas, choose Add step, or drag a step in. Connect steps by dragging from a step's bottom dot to the next one.
Click a step to change it in Step settings. Rewrite every example text and link.
Choose Test run to try it on your own conversation.
When the Checks panel says everything is connected, choose Activate.

#Or ask your AI

Build an Instagram workflow: when someone DMs "pricing", ask if they want Solo or Team with two quick replies, tag them by answer, and send the right pricing link. Keep it as a draft so I can check it.

#What starts it (triggers)

Message received: someone sends a DM, with or without a keyword.
Comment on a post: someone comments a word (Instagram, Facebook). The first message goes out as the private reply.
Story mention: someone mentions you in their Instagram story.
Ref link or ad click: someone opens the chat from your special link or a click-to-message ad. Pozy gives you Your link to share or turn into a QR code.
Reaction: someone reacts to a message.
Lead form submitted: someone fills in your Meta lead ad form, and the run messages them on WhatsApp.

#The steps

Messaging: Send message (text, media, cards, buttons or a WhatsApp template).
Control flow: Condition (branch on the answer), Wait for reply, Delay (up to 30 days), A/B split, End.
Contact data: Add tag, Remove tag, Set contact field, Enroll in sequence.
Integrations: Hand off to a human, HubSpot contact, Webhook, AI step (uses your own model key).

#Start a workflow from a comment-to-DM

Want a longer chat after a comment? In your comment-to-DM, add a button of type Reply button. Under "when tapped", choose Start and your workflow. When the person taps, the workflow begins. The workflow must be active on the same account. The DM alone does not start it: the person has to tap.

#Good to know

New workflows are drafts. Only an active workflow runs. If nothing happens, check that it is active.
Cooldown stops the same person from starting it again too soon. It is 24 hours by default.
To add steps to a live workflow, choose Pause first. Runs already going will finish.
Runs shows each conversation step by step. Versions lets you go back to an older version.
Lead form submitted runs need an approved WhatsApp template as the first message.
Workflows only answer people who wrote, commented or signed up first.

Next: Sequences