Automation
Take the repetitive work off your team.
Automation that runs at the scheduled time, when another system sends a notice or when someone on the team triggers it from the conversation. On Instagram, a comment with a keyword becomes a Direct message. The expert team builds it with you in the visual editor.
- Visual editor
- History of every run
- Built with the expert team
One rule, one job
What is automation in XBASE?
A rule that starts from an event and runs the steps you defined with the team. What does not fit in a rule stays with your team, who can ask AI for a suggestion.
- 1
Something happens
The scheduled time arrives, another system sends a notice, someone on the team triggers it from the conversation, or a customer comments the keyword on a post.
- 2
The automation runs
The steps the team designed with you in the visual editor.
- 3
AI suggests
In inbox conversations, AI proposes the reply, and the person reviews it.
- 4
Your team decides
The conversation stays in the inbox, with an owner.
Triggers
Four ways an automation can start
Every automation starts from a clear event.
Scheduled time
Runs on the day and at the time you choose.
An honest limit
Today there is no trigger for a stage change, a missed deadline or a message received on WhatsApp.
Start with one
Four automations to start with
Handle one repeating moment well before building the next.
- 01
Reply to people who commented
A keyword on a post becomes a Direct message, and the conversation continues with your team.
See Instagram in XBASE - 02
The morning routine
An automation that runs every day at the time you set.
- 03
The form notice
When your website form notifies XBASE, the automation runs.
- 04
The team shortcut
The person handling the conversation triggers, from the conversation, the automation the team built for that case.
How to build it
One automation at a time, tested before it goes live.
The automation editor is technical. That is why the expert team builds it with you.
Step 01 of 05
Tell us what repeats
The team learns how your company serves customers and sells.
Step 02 of 05
Choose the trigger together
Scheduled time, notice from another system or triggered by the team.
Step 03 of 05
The team designs the steps
In the visual editor, with you following along.
Step 04 of 05
Test it together
Nothing goes live before testing with you.
Step 05 of 05
Follow the history
See what each automation ran.
Everything in view
See what each automation ran.
Run history
Check each run in the history, without asking anyone.
How the work is split
Automation opens. AI suggests. Your team closes.
Each part does what it does best, inside the same conversation.
Automation opens
A comment with a keyword becomes a Direct message. Routines run at the scheduled time or when another system sends a notice.
Explore automationResponsible use
A comment that becomes a conversation is a reply, not bait.
Use this feature to reply to people who asked something on a post on their own, like "Do you have it in size M?" or "How much is it?". Do not ask for comments in exchange for a link, coupon or material, and follow Meta's usage rules.
Only people who commented receive it
The message goes only to people who commented one of the keywords.
Text you wrote
The message is a fixed text, written by you for each rule.
The conversation continues with the team
When the person replies, the conversation lands in the inbox.
Questions from people deciding
Questions about automation
For the inbox, the pipeline and the CRM, no. The automation editor is technical, which is why the expert team builds the automations with you. You can set up comments that become Direct conversations on your own.
Ready for the first automation
Start with what repeats most in your operation.
Create the account and show the expert team the work that takes up your team's time. The first automation comes out of that conversation.
Create account- Nothing to install
- WhatsApp through Meta's official API
- Implementation with a specialist