# How to Send Funnel Automatically Using Keywords

### 💡 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.

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#### 🔰 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)

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#### 🔧 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**

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#### 🧠 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

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#### 🔗 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)

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#### 🧩 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

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#### ✅ 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

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#### 💬 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.


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