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💡 Full Guide: How to Send Funnel Automatically Using Keywords
This process will help you auto-send a funnel (messages, videos, PDFs, etc.) when a customer sends a specific keyword like “product info.” Great for leads from ads or repeat questions.
🔰 STEP 1: First, Create a Funnel Inside a Quick Reply
➡️ Go to the Quick Reply section of your platform
➡️ Click on Create Quick Reply
📝 Give it a clear name like Product Details Funnel
➡️ Inside that Quick Reply, click Create Funnel
🧰 What you can add inside the funnel:
✉️ Multiple messages
🎧 Audio clips
🎥 Video files
📄 Documents (PDFs, brochures, etc.)
⚙️ You can also attach Actions that will trigger automatically:
🔁 Add or remove the user from a Group
🏷 Add or Remove a Label
📁 Assign to a Team or Funnel Stage
🕹 These actions run when the funnel gets triggered by the keyword
📌 This funnel is now saved and ready to be linked to your automation (workflow)
🔧 STEP 2: Set Up the Workflow That Will Trigger Your Funnel
➡️ Go to the Workflow section
➡️ Click Create Workflow
📝 Fill in:
➡️ Workflow Name → something like “Auto Reply for Product Info”
➡️ Workflow Status → Turn it ON ✅
➡️ Execution of Workflow → Select One to One
🧠 STEP 3: Choose Execution Conditions
➡️ In Execute Conditions, select:
✅ Execute for Selected Keywords
(This means your workflow will only run when specific words are detected)
➡️ On the right side, fill in:
🔑 Add Keywords → type general keywords like:
product, info, brochure, catalogue, price
🗣 Execute for Specific Words → use longer phrases or variations:
I want product details
Send me the catalogue
Need price info
⚙️ Optional settings you can toggle:
🟡 Case Sensitive → if you want exact word match
📆 Reply on Specific Day → if the funnel should only reply on certain days
🔁 Workflow Execution Count for One to One Chat → control how often it triggers per chat
🔗 STEP 4: Link Your Funnel to the Workflow
➡️ Scroll down to the Send Message section
✅ Toggle ON:
✉️ Send Message
💬 Show Typing Status
📤 Execute Funnel for Selected Keywords
➡️ Now you'll see a dropdown labeled Select Funnel
🛠 Choose the funnel you just created inside Quick Reply
➡️ You can also enable:
✅ Mark the conversation as read
🚫 Don't execute when the chat is open (to avoid auto-sending if you're chatting live)
🧩 STEP 5: Optional – Add Other Workflow Actions
Below that, you can also enable:
➡️ Custom Tab Actions → move user to another tab/view
➡️ Group Actions → add/remove from groups
➡️ Kanban Board Actions → move user to a new stage
➡️ Webhook Execution → if you need to send data elsewhere
➡️ Archive Chat or Block Chat if needed
✅ RESULT: How It Works in Real-Time
🟢 Someone sends a message with the word:
“Can you send me the product details?”
⚡ The system scans the message
🎯 Matches the keyword or phrase
🚀 Instantly triggers the funnel you set
📨 Sends all messages, media, and performs all actions
💬 Example Use Case:
You’re running a Facebook or WhatsApp ad. A user replies:
“Please send me the product catalog.”
💡 Because the keyword “catalog” is set in your workflow, the funnel triggers instantly. It sends:
1️⃣ A message that says “Here’s our product catalog”
2️⃣ A PDF brochure
3️⃣ A short video demo
4️⃣ Adds the user to the “Interested Leads” label
This automation saves you hours of manual work and gives users a super-fast experience.
