Automation should remove the busywork so you have more time for the conversations that matter.
Automate the repeatable
- Scheduling: plan once, publish across platforms at the right time.
- Evergreen recycling: resurface your best posts during quiet weeks.
- First replies: in Auto mode, instant answers to messages that score above your minimum intent score.
- Reports: a monthly summary delivered without anyone building it.
Keep the personal personal
Complaints, sensitive questions and high-value leads deserve a human. Route them to a person, not a template.
Set guardrails
- Require approval for anything AI drafts before it posts, at least at first.
- Add rules to your brand kit for topics the AI should leave to you.
- Pause automation during sensitive news moments.
Review weekly
Spend ten minutes reading what went out and what was auto-answered. Adjust saved replies when something sounds off.
Start small
Automate one task, measure the time saved, then add the next. Trust grows with results.
Frequently asked questions
Can my audience tell when replies are automated?
Be open about it. In Salesforce's 2024 research, nearly 75% of consumers wanted to know whether they're talking to an AI agent. Meta recommends disclosing automated replies, and requires it where the law does.
What should never be automated?
Apologies, complaints, refunds and anything legal or medical. Keep those with a person.
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