This article walks you through setting up the A.I. Chat Inbound Messages automation 💬✨, designed to manage and respond to incoming messages across all channels—SMS, DMs, email, and more. Acting as you, the AI assistant engages leads, books appointments, tracks engagement, and updates contact records automatically. With smart triggers, channel recognition, and built-in follow-ups, this automation helps you scale conversations, convert faster, and stay hands-off while still being everywhere at once.
Click Here To Set Up 👆
SOP
SOP
1. Navigate to "Automations".
2. Open "3 | Scaling Pack 🏛️ | Advanced".
3. Select "13 | A.I. Chat Inbound Messages 💬✨".
4. What This Automation Does:
✅ Handles inbound messages from all channels
✅ Acts as you, responding & booking calls
✅ Tracks lead engagement & updates their status automatically
5. Review the AI Chat Triggers:
✔️ Each communication channel has its own trigger.
✔️ You can also initiate the automation manually by adding a tag.
6. Important Note: Responses are trigger with backend system tag.
7. Separating Inbound vs. Outbound Messages
✔️ Inbound Triggers: Messages received from a contact.
✔️ Outbound Triggers: Tags applied in the backend system to start a conversation.
8. Contact Field Updates & Channel Recognition
✔️ The system updates contact fields and removes backend tags for cleaner tracking.
9. Identifying the Communication Channel
✔️ The automation checks where the contact replied (DM, SMS, email, etc.).
✔️ The system updates the contact field so the AI bot knows where to respond.
10. Checking for a Calendar ID
✔️ If no calendar is linked, the system assigns an ID for appointment scheduling.
11. Greeting Message Setup
✔️ If no greeting message exists, one is automatically added.
12. Checking for Existing Booked Calls
✔️ If the contact already has a scheduled call, the AI bot adjusts responses accordingly.
13. AI Chat Interaction: Smart Chatting Execution
14. Smart Contact Filtering
✔️ Pro Tip: Check for active client tags to prevent AI engagement with existing customers.
15. Contact Management Actions
✔️ Ensure contacts are tagged, tracked, and organized correctly for optimal follow-up.
16. Selecting the Right Communication Channel
✔️ Define where the bot should respond and add channel branches as needed.
17. Final Optimization & Scaling Automate Engagement, Book Calls & Convert Leads
✔️ Hands-free AI messaging that nurtures contacts and drives conversions.
✔️ Seamless scheduling & tracking for inbound leads.