LEARN IT. THEN BUILD IT.

Your next workflow
starts here.

Practical guides to comment keywords, DM replies and website chat qualification, plus an existing library of platform-specific tutorials.

Comment → DM → resource

Start a useful conversation from a keyword comment.

Choose one resource and one clear keyword.
Create a comment trigger supported by your chosen automation platform.
Write a short opening message that confirms what the person asked for.
Ask before collecting contact details or adding follow-up.
Test the flow with your own account and check the platform’s current messaging rules.

Messenger → qualified enquiry

Ask less. Learn what your team needs.

Define what makes an enquiry useful for your team.
Ask for the business need, channel and timing.
Make human help easy to request.
Map the answers to clearly named CRM fields.
Test both the qualification path and the handover path.

Website AI → human handover

Create a helpful assistant with clear boundaries.

Prepare current product, service and FAQ content.
Define what the assistant can answer and when it should defer.
Ask only for the contact details needed for the next step.
Choose the receiving team or enquiry destination.
Test unknown questions, incomplete answers and the handover.

Download the lead-gen playbook ↗

Free checklist + conversation prompts. No sign-up required.

Explore the article library Browse documentation

AI assistant starting prompt

Answer using approved business information only. Ask one relevant qualifying question at a time. If information is missing, say so and offer a human handover. Do not invent prices, availability or booking confirmations. Collect contact information only when it is needed and the visitor agrees.

LET’S MAP YOUR NEXT WORKFLOW

What happens after
“Hi, I’m interested”?

Tell us where your enquiries come from and what should happen next. We’ll start with the conversation, not a list of tools.

Get a free flow audit

Your next workflowstarts here.