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 Automations

1. Log in to your DMLY dashboard

2. Click Automations from the left menu

3. Click + Add Rule

Step 2: Create a New Rule

You have two options:

Option A: Use a Template

Choose from pre-built chatbot templates (WhatsApp, Instagram, Messenger, Telegram, Web).

Option B: Create Rule from Scratch

Click Create rule from scratch.

For full control, we recommend starting from scratch.

Step 3: Configure Rule Settings

Name Your Bot

Change Untitled Automation Rule to something descriptive like:

• Welcome Bot

• FAQ Bot

• Lead Qualification Bot

Select Folder (Category)

Choose where the bot should work:

• WhatsApp

• Messenger

• Instagram

• 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 Trigger

Under 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:

Keyword Bot

• Field: Incoming Message

• Operator: Contains

• Value: “pricing”

Time-Based Rule

• 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 Message

• Send WhatsApp message

• Send Interactive Message (Buttons)

• Send Interactive Message (List Options)

• Send Media

Assign Chat

• Auto-Assign Chat to Staff (Round Robin)

Tag Contact

• Add Contact Tags (e.g., “Interested”, “Hot Lead”)

Save Response

• Save customer reply to a custom field

You can stack multiple actions in sequence.

Example Basic Chatbot Flow:

1. Send WhatsApp Message

2. Add Contact Tag

3. Auto Assign Chat to Staff

Step 7: Arrange Action Order

Use the arrow buttons to move actions up or down.

The bot executes actions in order from top to bottom.

Step 8: Save & Publish

1. Click Save

2. Enable Publish Rule

Your chatbot is now live

Example: Simple Welcome Bot

Trigger:

• Incoming WhatsApp Message

Condition:

• None (or “Message equals hi”)

Actions:

1. Send Message: “Welcome to our business! How can we help you?”

2. Add Tag: New Lead

3. Auto-Assign Chat to Sales Team

Example: FAQ Keyword Bot

Trigger:

• 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 Ideas

• After-hours auto reply

• Lead qualification flow

• Appointment booking flow

• Abandoned inquiry follow-up

• Escalation bot (based on keywords like “complaint”)

Channels Supported

You can create bots for:

• WhatsApp

• Instagram

• Messenger

• Telegram

• Web Live Chat

Each channel uses the same automation logic.

Final Checklist

Before going live:

• Rule named properly

• Correct channel selected

• Trigger set

• Conditions configured (if needed)

• Actions added in correct order

• Rule published