1. Define Your Core Use Case

• Identify the primary objective of the auto-reply (e.g., booking a meeting, providing company details, sharing a location).
• If multiple use cases are relevant, include each in the instructions.
• Clearly outline the purpose so replies are appropriately triggered.

2. Include Relevant Links

• If links should be included in auto-replies, define them as key-value pairs.
• Use lowercase with underscores for keys (e.g., booking_link, company_info_link).
• Reference each link in your message templates using double curly brackets, like this: {{booking_link}}.

3. Keep Replies Clear, Concise, and Generalized

• Avoid long or robotic messages.
• Write replies that are direct and easy to understand.
• If leads are likely to ask about your company or product, proactively include that context in the prompt.
• Use generalized instructions to maximize engagement.

Example:
If a lead expresses interest in a meeting, reply with a thoughtful message and include the booking link.

4. Limit Unnecessary Replies

• Set filters or logic to ignore replies that don’t meet your engagement criteria.
• Avoid responding to vague or low-signal messages (e.g., “okay,” “thanks,” or empty replies).

Updated on: 07/10/2025