User

Inbox Automations

Screen guide

Before you start

Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.

Open this feature

Open /portal/inbox/automations on your site.

Steps

Choose a task

Save flow

Use Save flow

Open /portal/inbox/automations/builder/new on your application domain, using the workspace account for this task.
Find the form containing Flow name, State, Channel. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Save flow. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Flow name	Enter the flow name for this task, using the help or example shown by the form. The form’s example is VIP routing. Replace it with your own value.
State	Choose Draft, Live, Paused.
Channel	Choose All connected channels.
Keyword match	Enter the keyword match for this task, using the help or example shown by the form. Comma-separated. Any match starts the action path. The form’s example is refund, invoice. Replace it with your own value.
Only unassigned	Enter the only unassigned for this task, using the help or example shown by the form. Preserve an existing agent owner.
Cooldown minutes	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0.
Set priority	Choose Low, Normal, High, Urgent, No priority change.
Assign teammate	Choose Keep current assignment.
Internal note	Enter the internal note for this task, using the help or example shown by the form. The form’s example is Why this was routed…. Replace it with your own value.
Send message	Enter the send message for this task, using the help or example shown by the form. The form’s example is Write the automated reply…. Replace it with your own value.
Approved template name	Enter the approved template name for this task, using the help or example shown by the form. Template delivery currently requires an approved WhatsApp Cloud template on the conversation channel. The form’s example is welcome_message. Replace it with your own value.
Template language	Enter the template language for this task, using the help or example shown by the form. The form’s example is en_US. Replace it with your own value.
Template variables	Enter the template variables for this task, using the help or example shown by the form. Comma- or line-separated static values.
AI reply instructions	Enter the ai reply instructions for this task, using the help or example shown by the form. The AI workspace policy, consent checks, knowledge rules and monthly quota still apply. The form’s example is Answer briefly using approved Inbox AI policy…. Replace it with your own value.
Set conversation status	Choose Open, Pending, Resolved, No status change.
Move stage	Choose New, Contacted, Qualified, Proposal, Won, Lost, No stage change.
Conversation tag	Enter the conversation tag for this task, using the help or example shown by the form.
Tag mode	Choose Add, Remove.
Wait seconds	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. The continuation is placed on the queue. A worker must be running for it to continue. Minimum 0. Maximum 604800.

Fields and choices

Field descriptions appear beside each task above so that separate forms are not mixed together.

Check the result

Stay in the same account/workspace and reopen the intended record or result screen.
For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.

Common problems

Problem	What to check
The screen or action is missing	Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejected	Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is empty	Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pending	Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.

Technical reference

Role-scoped source references

Pinned commit: 68a5655db1bbe17c74fb211f0fe0ee4e63c8be88

Source-only route information

Method	Source-default route
GET	/portal/inbox/automations
GET	/portal/inbox/automations/builder/new
GET	/portal/inbox/automations/builder/{rule}

Unmapped fields — not user instructions

These fields belong to this role’s source handler, but their screen labels were not confirmed.

Source key	Handler
form.post_ids	modules/Inbox/InboxAutomations/Livewire/InboxAutomationWorkspace.php
form.note	modules/Inbox/InboxAutomations/Livewire/InboxAutomationWorkspace.php
form.reply_body	modules/Inbox/InboxAutomations/Livewire/InboxAutomationWorkspace.php
form.public_comment_reply_body	modules/Inbox/InboxAutomations/Livewire/InboxAutomationWorkspace.php
form.private_comment_reply_body	modules/Inbox/InboxAutomations/Livewire/InboxAutomationWorkspace.php
form.template_variables	modules/Inbox/InboxAutomations/Livewire/InboxAutomationWorkspace.php
form.ai_instructions	modules/Inbox/InboxAutomations/Livewire/InboxAutomationWorkspace.php
form.tag	modules/Inbox/InboxAutomations/Livewire/InboxAutomationWorkspace.php
aiBrief	modules/Inbox/InboxAutomations/Livewire/InboxAutomationWorkspace.php