How to · Automation
Greet every customer instantly, answer common questions and tell people when you'll be back — automatically, while your team handles the rest.
Short answer
In Lead Pattern go to Bots → New Bot, choose a trigger (for example On first daily message for a once-a-day greeting, or On message with a keyword), add a Send message or button-menu step, connect the steps, save and switch the bot Active.
Step by step
1
Bots → New Bot → name it → open the editor.
2
On first daily message (greeting once a day), On message with keywords (price, address…), On no keyword match (fallback) or On new lead (welcome).
3
Add Send message, or buttons / a list menu so customers tap instead of typing. Use {{field:name.first}} to greet by name.
4
Always include a “Talk to an agent” option that assigns the chat to your team.
5
Validate, save, switch it Active — then test it from your own phone.
Add a Wait till step to hold a follow-up until business hours resume, or reply right away with "We're closed now — we'll reply at 10 am" and let the team pick it up in the morning.
Copy a complete design from our chatbot recipe library — FAQ bot, lead qualifier, appointment booking, order status and more.
Yes. Use the On first daily message trigger — it fires on the first message a customer sends each day, so the greeting isn't repeated on every message.
Yes. An On message trigger can match keywords like “price” or “address”, and On no keyword match catches everything else.
Replies inside the 24-hour customer window are free-form messages, which Meta doesn't charge for. Templates sent outside the window are charged by category.
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