Customer conversation automation
Start from the customer action, automate the predictable next move, and bring in AI or your team when the conversation needs more.
InstagramWhatsAppWebsite Live ChatAI continuation ready
A useful first step, not a script for every customer
A predictable customer moment can receive a clear fixed action. The rest of the conversation can remain open to AI or to your team.
A comment, first message, reply, or chat entry gives the automation a useful reason to begin.
Customer action
Automation handles the one predictable action you have already approved for that customer moment.
Fixed next step
When the customer asks something open-ended, AI can continue from your approved business information and the conversation context.
AI continuation
People take over decisions, exceptions, negotiations, and moments where personal judgment matters.
Your team
Triggers by channel
Good messaging automation begins with an action that tells you what the customer expects next.
Triggers by channel
Start from the comment, Story reply, or DM that tells you what the customer expects next.
01
Post comment
Turn an eligible comment into a booking-ready next step.
Explore tool02
Story reply
Keep a Story interaction moving into the inbox.
Explore tool03
Incoming DM
Begin with the question a customer already asked.
04
Welcome message
Give a new conversation a clear opening.
Triggers by channel
Use the entry point a customer chose to give the first message a clear purpose.
01
Link or QR entry
Continue from the link or code a customer scanned.
02
Click-to-WhatsApp ad
Match the first reply to the ad they opened.
03
Incoming message
Respond to the customer’s first question with context.
04
Opening question
Start with one useful detail or next action.
Triggers by channel
Let the page and the first customer action shape a helpful opening in live chat.
01
Widget opens
Welcome a visitor when they choose to start a chat.
02
Page welcome
Offer an opening that fits the page they are viewing.
03
Contact capture
Collect the detail your team needs for the next step.
04
First question
Move from a visitor’s question to the right conversation.
Start with one job
Solve one repeated customer moment well before you add more messages or more branches.
01 · First step
Send the guide, menu, catalog, booking page, or product detail that matches the content a customer just engaged with.
02 · First step
Collect the location, service type, preferred date, or other single detail that makes the next step clearer.
03 · First step
Guide high-intent customers toward an approved resource or booking path without turning a first reply into a maze.
04 · First step
Acknowledge the customer, capture what your team needs, and make the next route clear without pretending a person is available.
Simple setup
Choose a template, configure one clear customer action, and test the journey before you publish.
Step 01 of 05
Start from a proven automation template, then make it fit the customer action you want to handle.
Build on Instagram’s official API for secure automation.
Turn comments into DMs
Start with a proven customer action.
Turn Story replies into DMs
Start with a proven customer action.
Book more meetings
Start with a proven customer action.
Drive traffic to website
Start with a proven customer action.
Instagram DMs auto reply
Start with a proven customer action.
Get leads from Stories
Start with a proven customer action.
Step 02 of 05
Choose the action that starts the flow: a comment, a Story reply, a message, or another supported entry point.
When someone comments on
And this comment has
Step 03 of 05
Write the fixed first response, add an approved button, and make the next customer action clear.
An opening DM
You can add up to 3 buttons.
Step 04 of 05
Set the moment when an open-ended question should continue with your AI Customer Agent or move to your team.
Let an AI Customer Agent continue when a customer needs more than a fixed reply.
AI continuation
Answer from approved business knowledge
The question needs judgment, approval, or a personal response.
Step 05 of 05
Review the customer journey, test it with a real example, and publish when every next step is clear.
Automation workspace
Create, publish, and review channel automations from one workspace.
Keep the trigger, fixed action, execution history, and AI continuation visible without mixing them into the customer’s conversation.
Current Dealism product interface
Automation → AI → people
Use a fixed action where consistency is useful. Use AI where the customer’s question needs context. Keep people in charge of judgment and relationships.
01 · Predictable triggers
Send the link, ask the first question, collect a field, or route the conversation in the same approved way.
02 · Open-ended questions
Understand what a customer means, answer from approved business knowledge, and recommend a useful next step.
03 · Judgment and relationships
Take over exceptions, approvals, negotiations, and sensitive conversations with the earlier context ready.
Security
Dealism uses supported business messaging connections. Your team controls the Agent’s knowledge, permissions, boundaries, and handoff rules.
Dealism is a Meta Business Partner and Dealism PTE. LTD. has completed Meta Access Verification.
The AI Customer Agent works from the business information and guidance you provide.
Your team can review and continue conversations that require judgment.
FAQ
Ready for the next customer action
Give a predictable customer moment a clear next step. Then let AI or your team continue when the conversation needs more than a fixed message.
Build your first automation