This guide shows you how to build an automated system for handling Instagram DMs, story replies, and post comments. You'll learn how to set triggers, send smart auto-replies, and collect contact details seamlessly. Perfect for saving time while turning IG engagement into real leads.
1. First, click on "Automations".
2. Click on "2 | Launch Pack ⚡️".
3. Click on "Step 01 | IG Comments & DM’s 🎨".
4. Step 01 | IG Comments & DMs 🎨 – Say goodbye to typing the same responses 100x a day. Let automations do the heavy lifting. Read the sticky notes before getting started.
5. The automation will trigger off of: 1. IG DM Replies 2. Story Replies 3. Comments on Post 4. Comments on Post - Collect Contact Info
6. The "Instagram DM Reply" Triggers when an user on Instagram sends you a specific phrase or word.
7. The "Instagram Story Reply" Trigger follows the same condition. Use this trigger for your "Story Phrase" CTA.
8. The "IG Comment On Post" triggers when a follower comments your CTA on your post. Set your page, post type & even filter down to a specific post.
9. The "IG Comment on Post & Collect Contact" follows the same trigger settings. Use this trigger on posts that you want to collect contact info from commenters.
10. The automation kicks off by adding and engagement score and tagging the contact.
11. The "Which Post" condition will create branches for each of the triggers.
12. Select your reply dm template to auto-respond to followers.
13. The next level of auto-responses is the "Instagram Interactive Messenger", this action allow you to send a reply & include a linked button. Bump up your message, or add the contact as a lead based on response.
14. The next level is your IG Comment & DM. Send a reply comment, followed by the interactive messenger action.
15. Lastly, collect your followers full contact information with the "IG Create Contact" branch. Starting with your reply comment and interactive messenger DM.
16. Lastly, collect your followers full contact information with the "IG Create Contact" branch. Starting with your reply comment and interactive messenger DM.
17. Ask the contact for their name, email & phone number through DM. The contact fields will be updated with their responses.
18. End the branch with a CTA Interactive Messenger DM.
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
2. Understand the Four Main Triggers
Your automation can kick off from four Instagram actions:
Instagram DM Reply
Triggered when someone sends a specific word or phrase via DM.
Instagram Story Reply
Triggered by replies to stories with your chosen "story phrase" CTA.
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.
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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.