Auto-replies and workflow rules
Answer common messages automatically and automate CRM follow-up.
Updated 29 September 2026
Auto-replies
Under Settings → Auto-replies, set up replies that go out automatically, for example outside business hours or when a message contains certain words. Each rule has a cooldown so a customer isn't sent the same reply repeatedly.
Workflow rules
Under CRM → Settings → Workflow automation, create rules such as "When a deal moves into Proposal, create a task for its owner". Deal rules can be limited to one pipeline and to a specific stage. Actions include creating tasks, sending notifications or emails, and updating fields.
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