> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/instagram-channel/automation.md).

# Automation

This document provides a complete guide to:

* Accessing Instagram automation settings
* Setting up Universal Trigger automation
* Configuring comment-based automation
* Creating post-specific automation

Managing and updating automation workflows

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### 1️⃣ Access Instagram Automation Settings&#x20;

There are two ways to access the Instagram Automation page. One way is to use the top search bar in Ownchat or press Ctrl + K on your keyboard

Follow these steps to navigate to automation:

1. Click the **Settings icon** (top-right corner)
2. Select **Instagram** under channel settings
3. Click the **Automation** tab

{% embed url="<https://app.supademo.com/demo/cmnn3nqid02tfyw0jsh2yl5e6?utm_source=link>" %}

### 2️⃣ Setup Universal Automation (All Content) &#x20;

Universal automation allows you to apply automation across all Instagram content.

#### Step 1: Start Setup &#x20;

* Click **Setup Automation**

👉 This opens the **Setup Universal Trigger** configuration panel

{% embed url="<https://app.supademo.com/demo/cmnn417nc031tz90j03xzgv8c?utm_source=link>" %}

#### Step 2: Select Content Scope &#x20;

1. Click **Content Scope → All Content**

#### **Available Options:**&#x20;

* **All Content** – Applies automation across all content types (posts, stories, and live sessions)
* **Posts Only** – Applies automation only to post comments
* **Stories Only** – Applies automation only to story replies
* **Live Only** – Applies automation only to live session interactions

👉 Selecting **All Content** ensures automation is triggered across all supported Instagram content types

{% embed url="<https://app.supademo.com/demo/cmnn3rnf802zqz90j0xiiwlkr?utm_source=link>" %}

#### Step 3: Configure Trigger Keywords &#x20;

* Enter keywords in the **Comment Trigger Keywords** field

**Options:** &#x20;

* Use \* → Apply automation for **all comments**
* Enter specific keywords (e.g., sample)
* Remove keywords using the **remove button**
* Select keywords from dropdown suggestions

👉 This defines when automation is triggered

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#### Step 4: Audience Configuration &#x20;

* Select target audience

**Options:** &#x20;

* Everyone
* Existing Followers
* Non-followers

👉 Example: Select **Everyone** to apply automation to all users

{% embed url="<https://app.supademo.com/demo/cmnn4i3fq03bpx70jooc6omee?utm_source=link>" %}

#### Step 5: Select Automation Actions &#x20;

Choose actions to perform when comments match trigger keywords:

**🔹 Reply to Comment** &#x20;

* Enable **Reply to Comment**
* Enter your reply message

Example:

Thank you for your comment!

**🔹 Comment Limit** &#x20;

* Default limit: **500 comments**

**🔹 Send Direct Message (DM)**&#x20;

1. Enable **Send Direct Message**
2. Choose message type:

* Text
* Template

3. Select **Text** to send a custom message
4. Enter your message

**Example:**

Hi! How can I help you?

{% embed url="<https://app.supademo.com/demo/cmnn4l5az03brx70j7c19y2dd?utm_source=link>" %}

#### Step 6: Save Automation &#x20;

* Click **Setup Universal Trigger**

✅ Your universal automation is successfully created

### 3️⃣ Edit Universal Automation &#x20;

You can modify existing automation:

* Add new trigger keywords
* Example:
* Add keyword → Hi
* Select from dropdown
* Click **Update Universal Trigger**

👉 Updated triggers will apply immediately

{% embed url="<https://app.supademo.com/demo/cmnn4wqpa02vlyw0jdixeoyho?utm_source=link>" %}

### 4️⃣ View Trigger Configuration &#x20;

* View all configured trigger keywords
* Verify which keywords activate automation

{% embed url="<https://app.supademo.com/demo/cmnn4z5rj00120k0jq3urrm3e?utm_source=link>" %}

### 5️⃣ Create Post-Specific Automation &#x20;

You can create automation for individual Instagram posts.

#### Step 1: Start New Automation &#x20;

* Click **New Automation**

{% embed url="<https://app.supademo.com/demo/cmnn52c810001100jlbteqx8s?utm_source=link>" %}

#### Step 2: Configure Post Automation &#x20;

* Click **Setup Comment Automation**

{% embed url="<https://app.supademo.com/demo/cmnn555p102wqyw0jalhrr0tn?utm_source=link>" %}

#### Step 3: Add Trigger Keywords &#x20;

* Enter keywords in the **Comment Trigger Keywords** field

**Examples:**

* Hello
* How to automate?
* Select keywords from dropdown suggestions

{% embed url="<https://app.supademo.com/demo/cmnn56upr03clx70j72tubh0w?utm_source=link>" %}

#### Step 4: Audience Selection &#x20;

* Select **Everyone** or a specific audience group

{% embed url="<https://app.supademo.com/demo/cmnn58gne02wtyw0jyr2dr6gc?utm_source=link>" %}

#### Step 5: Configure Automation Actions &#x20;

**🔹 Reply to Comment** &#x20;

* Enable **Reply to Comment**
* Enter your reply message

{% embed url="<https://app.supademo.com/demo/cmnn5ap3802wwyw0jxcvuumh7?utm_source=link>" %}

**Example:**

Thank you for your comment

**🔹 Send Direct Message** &#x20;

{% embed url="<https://app.supademo.com/demo/cmnn5clf703cxx70jccq5hyek?utm_source=link>" %}

1. Enable **Send Direct Message**
2. Select message type → **Text**
3. Enter your custom message

**Example:**

Hi! How can I help you?

{% embed url="<https://app.supademo.com/demo/cmnn4os6e02vhyw0jm9ran6yu?utm_source=link>" %}

#### Step 6: Save Automation &#x20;

* Click Configure Automation

{% embed url="<https://app.supademo.com/demo/cmnn5e27103czx70jlyplxndr?utm_source=link>" %}

✅ Your post-level automation is successfully created

### 6️⃣ Enable / Disable Automation &#x20;

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You can control the status of your automation workflows:

**Disable Automation** &#x20;

1. Toggle the automation switch **OFF**
2. A confirmation message appears:

“Comment automation has been disabled successfully.”

**Enable Automation** &#x20;

1. Toggle the automation switch **ON**
2. A confirmation message appears:

“Comment automation has been enabled successfully.”

### 📌 Important Notes &#x20;

**Universal automation applies to:**

* Stories
* Live sessions
* Posts

Post-specific automation overrides universal triggers

Trigger keywords define when automation is activated

Using \* enables automation for all comments

Automation actions include:

* Comment replies
* Direct Messages (DMs)

### ✅ Summary &#x20;

With Instagram Automation in Ownchat, you can:

* Automate replies to comments
* Send instant DMs based on user interactions
* Apply automation across all content or specific posts
* Customize triggers and audience targeting
* Manage automation dynamically (enable, disable, edit)
