This guide walks you step-by-step through creating a chatbot in DMLY using Automation Rules. You can build simple keyword bots or advanced automated flows with conditions, tagging, and staff assignment.
Step 1: Go to AutomationsLog in to your DMLY dashboard
Click Automations from the left menu
Click + Add Rule
Step 2: Create a New RuleYou have two options:
Choose from pre-built chatbot templates (WhatsApp, Instagram, Messenger, Telegram, Web).
Click Create rule from scratch.
For full control, we recommend starting from scratch.
Step 3: Configure Rule Settings
Name Your BotChange Untitled Automation Rule to something descriptive like:
Welcome Bot
FAQ Bot
Lead Qualification Bot
Select Folder (Category)Choose where the bot should work:
Messenger
Telegram
Web
Customer Experience
Manual
Click Save.
The Category function is simply telling your bot what folder to live. The channel a bot works on depends on the trigger sets for it.
Step 4: Set the TriggerUnder Trigger, choose when the bot should activate.
Common triggers:
Incoming Messages (most common for chatbots)
When a Contact is Created
When Tag is Added
When Contact Status Changes
For chatbot flows, select:
Incoming Messages
Override Human Agent (Optional but Important)Enable Override Human Agent if:
You want automation to run even when a chat is assigned to staff
You want the bot active in open or unassigned chats
If disabled, automation only runs when chat is marked “Closed.”
Step 5: Add Conditions (Optional)Conditions control when the chatbot replies.
Click Add Condition.
Examples:
Field: Incoming Message
Operator: Contains
Value: “pricing”
Field: Message received time
Operator: is between
Value: 9:00 AM – 6:00 PM
You can choose:
All (AND) → All conditions must match
Any (OR) → At least one must match
Step 6: Add Actions (Bot Responses)Click Actions → Select Action
Common chatbot actions:
Send MessageSend WhatsApp message
Send Interactive Message (Buttons)
Send Interactive Message (List Options)
Send Media
Assign ChatAuto-Assign Chat to Staff (Round Robin)
Tag ContactAdd Contact Tags (e.g., “Interested”, “Hot Lead”)
Save ResponseSave customer reply to a custom field
You can stack multiple actions in sequence.
Example Basic Chatbot Flow:
Send WhatsApp Message
Add Contact Tag
Auto Assign Chat to Staff
Step 7: Arrange Action OrderUse the arrow buttons to move actions up or down.
The bot executes actions in order from top to bottom.
Step 8: Save & PublishClick Save
Enable Publish Rule
Your chatbot is now live 
Example: Simple Welcome BotTrigger:
Incoming WhatsApp Message
Condition:
None (or “Message equals hi”)
Actions:
Send Message: “Welcome to our business! How can we help you?”
Add Tag: New Lead
Auto-Assign Chat to Sales Team
Example: FAQ Keyword BotTrigger:
Incoming Message
Condition:
Incoming Message contains “pricing”
Action:
Send Message with pricing details
Send Buttons (Book Demo / Talk to Sales)
Pro Tips
Use tags to track user intent
Use interactive buttons to increase engagement
Enable Override Human Agent if bot must always respond
Test with your own number before going live
Separate bots per use case (Welcome, FAQ, After-Hours, etc.)
Advanced Chatbot IdeasAfter-hours auto reply
Lead qualification flow
Appointment booking flow
Abandoned inquiry follow-up
Escalation bot (based on keywords like “complaint”)
Channels SupportedYou can create bots for:
Messenger
Telegram
Web Live Chat
Each channel uses the same automation logic.
Final ChecklistBefore going live:
Rule named properly
Correct channel selected
Trigger set
Conditions configured (if needed)
Actions added in correct order
Rule published