How the flow builder works

Automations are a trigger plus steps: Send Message, Quick Replies, conditions, Collect Input, AI, carousels, email, and WhatsApp handoff.

Updated Sep 14, 2026

Short answer: Open Automation, pick Instagram or WhatsApp and a start type (comments/DMs, Persistent Menu, or Ice Breakers), then connect nodes on the canvas. Toggle Live to publish. Drafts do nothing. Some nodes (Collect Input, Ask for Follow, AI, email) are Pro.

Do it as you read

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Every creatorDM automation is a graph: when this happens → do these steps.

Start types

Instagram

  • Reply to Comment / DM / Live / Story / Moderate Spam — event triggers
  • Persistent Menu — hamburger (☰) in the DM
  • Ice Breakers — suggested questions on a new chat

WhatsApp

  • Reply to DM only

Nodes you will actually use

Node What it does
Send Message Instagram text + up to 3 buttons
Quick Replies Tap pills that continue the branch
Condition If they follow you (Pro, Instagram)
Collect Input Email / phone / custom fields (Pro)
Product Carousel Cards with Buy URLs
AI Assistant Hand off to Cora (Pro)
Delegate to WhatsApp Click-to-chat handoff
Email Notify yourself or the lead (Pro)
Open Website Your link-in-bio or any URL

New workspaces include draft templates (Ask For Follow, Collect User Input, AI handoff, Instagram → WhatsApp). Edit and publish — they are not live until you toggle them.

Publish

The canvas save is not enough. The automation must be Live, the Instagram/WhatsApp card Active, and Connected tools on.

Questions people ask

Why is my flow not running?

It is still a draft, the trigger keywords did not match, or Instagram is not Active. See Troubleshooting.