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PostNimbo Help

Automations

Rules run on every new message that arrives in the inbox. See the inbox pipeline for where they fit.

Engage, Automations tab with one active auto-reply rule and the New rule button.
  1. New rule.
  2. Switch a rule on or off.
  3. The rule’s action.
  4. Edit or delete it. Each rule shows how many times it ran.

Create a rule

Section titled “Create a rule”

  1. Go to Engage → Automations and select New rule.

  2. Give it a Name, keep Rule is active on, and choose the Brand and Channels (leave channels empty for all of the brand’s channels).

  3. Under When, set the conditions:

    • Message types: Comments, Replies, Mentions, Messages, Reviews.
    • Keywords (up to 50). Tick Every keyword must appear to require all of them.
    • Sentiment: Any, Question, Negative or Positive.
    • Only from people who never wrote before.
    • Only outside business hours.

  4. Under Then, choose one action:

    • Auto reply with your text. Use {{author}} and {{brand}}.
    • AI reply, with Instructions for the AI (for example “Thank them and point to our FAQ”).
    • Assign to a person or to the Next available teammate with skill.
    • Resolve, Hide or Tag.

  5. Select Create rule. Once it’s saved, select Test to try it on a sample message (nothing is sent).

The New rule panel with name, brand and channels, the When conditions, the Then actions and an auto-reply text.
  1. Name and Rule is active.
  2. Brand and Channels.
  3. Message types.
  4. Keywords and Every keyword must appear.
  5. Sentiment, new people only and outside business hours.
  6. Then: Auto reply, AI reply, Assign, Resolve, Hide or Tag.
  7. The reply text, with {{author}} and {{brand}}.
  8. Create rule. Test appears once the rule is saved.

Each rule shows how many times it ran and when it last ran.

Good to know

Section titled “Good to know”
  • If you don’t pick any message types, a rule covers comments, replies and mentions. Messages and Reviews must be picked on purpose.
  • Rules never run on the first 7 days loaded when a channel is first synced, or on messages older than the rule.
  • Only one automatic reply is sent per message: the first matching rule wins.
  • Replies to direct messages are sent in the message thread.
  • Hide only works on networks that allow hiding (Facebook, Instagram, Threads).
  • Only outside business hours needs business hours to be set, otherwise the rule never runs.