Messenger automation
Conversations that capture leads while you sleep.
Greet visitors to your Facebook Page, answer frequent questions and collect lead details in a natural back-and-forth.
Availability: Requires a Facebook Page. Automated messages follow Messenger platform policies, including the standard messaging window.
Harbor Dental
Automated replies on
Appointment enquiry
Trigger
Conversation started
Message
Welcome menu
Use cases
What you can automate on Messenger.
Automated conversations
Welcome visitors with a menu of helpful options.
Lead capture
Collect names, emails and needs inside the chat.
FAQ responses
Answer opening hours, pricing and policy questions instantly.
Ad-to-Messenger journeys
Continue the conversation when people tap a click-to-Messenger ad.
Workflow example
Appointment enquiry
A visitor picks an option, answers two questions and is saved as a lead for the front desk.
Trigger
Conversation started
Message
Welcome menu
3 options
Condition
Chose “Book”
Message
Ask patient type + email
Action
Save lead + notify
Front desk
Benefits and features
Welcome menus
Offer clear choices the moment a conversation starts.
Conversational forms
Ask questions one at a time and validate answers like emails.
Segments and tags
Organise contacts by interest, stage or campaign.
Team inbox
See automated and manual conversations together.
Setup
Get set up in three steps.
- 01
Connect your Facebook Page
Authorise SocialXReach through Facebook’s secure login.
- 02
Choose a welcome flow
Start from a template that matches your business.
- 03
Go live
Turn the workflow on and review conversations in the inbox.
Related integrations
Planned and exploratory integrations — none are live yet.
HubSpot
PlannedCreate or update contacts when a lead is captured.
Google Sheets
PlannedAppend captured leads to a spreadsheet.
Calendly
ExploringOffer booking links after qualification.
Zapier
PlannedConnect thousands of apps without code.
Start automating on Messenger.
Spend less time repeating yourself and more time growing your business.