Automation & AI

Setting Up Keyword Rules

Automatically reply or take action when a customer sends a specific word — no manual monitoring required.

5 min Beginner

How to do it

Go to Automation → Keyword Rules

Click Automation in the left sidebar and select Keyword Rules. Then click New Rule.

Enter the keyword(s) to watch for

Type the words or phrases that should trigger this rule (e.g. "price", "pricing", "how much"). You can add multiple keywords — any one of them will activate the rule.

Choose the action

Select what happens when the keyword is detected: Send a message (type the reply), Assign to an agent, or Trigger a chatbot flow.

Write the auto-reply (if sending a message)

If you chose "Send a message", write the reply in the text area. You can include your rate card, product info, or a booking link.

Toggle the rule active and save

Enable the rule using the toggle and click Save Rule. The rule is now live and will trigger automatically whenever a customer sends a matching keyword.