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IG Comments & DM’s 🎨 | Basic
IG Comments & DM’s 🎨 | Basic

How to Set Up The Basic Instagram Comments & DM Automation

Champ avatar
Written by Champ
Updated over a week ago

Overview

Ready to automate your Instagram DMs and stop typing the same response 100 times a day?

This guide walks you through the IG Comments & DMs Automation system inside OS, so you can:

  • Auto-reply to Instagram DMs, Story Replies, and Comments

  • Collect contact info from commenters

  • Tag leads and score engagement

  • Build seamless follow-up workflows

Let’s dive into the full setup—step by step.


Step-by-Step Setup

1. Watch The Video Training

IG Comments & DM’s Automation 🎨

Click below for a step-by-step walkthrough


2. Understand the Four Main Triggers

Your automation can kick off from four Instagram actions:

  1. Instagram DM Reply

    • Triggered when someone sends a specific word or phrase via DM.

  2. Instagram Story Reply

    • Triggered by replies to stories with your chosen "story phrase" CTA.

  3. IG Comment on Post

    • Triggered when someone comments with a specific CTA on your post.

    • You can filter by page, post type, and individual post.

  4. IG Comment on Post (Collect Contact Info)

    • Similar to the standard comment trigger, but used when you want to collect name, email, or phone number.


3. Kick Off the Automation

  • The automation starts by adding an engagement score and tagging the contact.

  • Use the "Which Post" condition to branch the automation based on which trigger fired.


4. Add Auto-Responses

  • Select a DM template to auto-respond to the follower.

  • Level it up by using the Instagram Interactive Messenger action to:

    • Send a rich message

    • Include buttons (like links to booking pages or lead magnets)

    • Qualify leads based on their button click


5. Combine Comments + DM Automation

  • Use both a reply comment and a DM follow-up using the Interactive Messenger.

  • This dual action increases visibility and engagement.


6. Collect Full Contact Info

  • Use the IG Create Contact branch to:

    • Start with a reply comment

    • Follow with a DM asking for name, email, and phone number

    • Auto-update contact records with their responses


7. End with a Strong CTA

  • Finish the branch with a clear CTA message using another Interactive Messenger DM.

  • Direct them to take action—book a call, download a guide, or watch a training.


🎉 You’re Done!

Congratulations—your Instagram automation is now live!
You’ve built a system that:

  • Captures leads automatically

  • Streamlines your follow-ups

  • Saves you hours every single week


💡 Want to Take It Further?

  • Use Chat GPT to write your message templates fast.

  • Stack this automation with your email or SMS workflows for a complete follow-up system.


Frequently Asked Questions

Can the trigger Instagram Comment(s) on post work for Facebook?

No, this trigger only works for Instagram. You can use the identical Facebook Comment(s) on post trigger for Facebook.

I am not able to select the Facebook & Instagram actions and triggers in the workflow?

Check is you have integrated your Facebook account or not. To integrate your account go to the "Integrations" tab in Settings.

Why do all the filter options disappear when I delete "Page is" in the trigger?

"Page is" is the primary filter for the Interactive Messenger action. Deleting it removes all dependent filters.

How many buttons can I add in the Interactive Messenger action?

You can add up to 2 buttons to provide different choices for users within the interactive message.

When can I use the "Reply to DM" option?

Use "Reply to DM" in two scenarios:

  • Initiating a conversation: Respond privately to users who send you a direct message (DM).

  • Continuing a conversation: Send follow-up messages after an initial "Reply to comment via DM" (DM).

Does "Reply to DM" always work?

The system checks for an existing conversation within the last 24 hours before sending a Reply to DM. If no recent conversation exists, the message delivery will fail.

How long do I have to reply to a comment?

A 7-day window applies to Comment Replies. You must send the reply via DM within 7 days, or delivery will fail.

Can I continue the conversation if the user has not replied to my DM which was a reply to the comment?

If the user has not replied then they will move to the "Default Branch" and because there is no reply you can't use another Interactive Messenger action to continue the conversation. If the user has replied then you can use the action to continue the conversation.

I want to send a Reply to DM to a user comment but it is not working?

To send a comment reply via DM make sure that "Reply Type" is selected as "Reply to comment via DM" for the first action and as "Reply to DM"for all the subsequent actions.

What is the default wait time added in the Interactive Messenger action?

By default, a wait of 1 minute is added, which is editable. If no button is selected, the contact will go to the "Default Timeout" branch.

Will this trigger work for Ads also?

Yes, select Custom in "Post type" and paste the post URL in "Post is" field and this will work.

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