Sidebar Automations
Besides channel settings, Kazenly exposes a top-level Automations section in the Unified Inbox sidebar. Use it to build and manage automations without digging through Settings.
Your role must include access to Automations (see chapter 16).
Where to Find It
In the sidebar, open Automations. It expands to:
| Sub-item | Route | Channel |
|---|---|---|
/automations/instagram | ||
/automations/whatsapp |
Bare links default to Instagram first in the menu order; both are first-class entry points.
Instagram Automations
Page title: Instagram Automations
Subtitle: Turn comments and DMs into conversations — fast setup or visual flow builder.
When Instagram is connected, you can:
- Click New Automation to start from scratch
- Pick a Quick Automations template for a fast setup
- Switch to Builder for a visual flow editor
- Manage existing automations (activate, edit, delete)
If Instagram is not connected, a banner asks you to connect in Settings → Instagram before creating automations.
For comment keywords, DM keywords, public replies, and follow-gate detail, see Instagram Comment and DM Automations (10.5).
WhatsApp Automations
Page title: WhatsApp Automations
This workspace hosts the modern create/edit experience for bot flows. The page notes that classic editing also lives under Settings → Bot Flows — use whichever surface you prefer.
When WhatsApp is not connected, a banner points to Settings → WhatsApp. You can still manage flow drafts, but live bot traffic requires a connected channel.
For starting a flow from a chat, default flows, and escalation, see Bot Flows (10.1) · Start a Bot Flow from a Chat (10.2) · Escalation Keywords (10.4).
Sidebar Automations vs Settings
| Task | Sidebar Automations | Settings tabs |
|---|---|---|
| Instagram comment/DM automations | Automations → Instagram | Settings → Instagram (connect + related options) |
| WhatsApp bot flows (modern UI) | Automations → WhatsApp | Settings → Bot Flows (classic editor) |
| Out of office | — | Settings → General (10.3) |
| Escalation keywords | — | Settings (10.4) |
| Connect / reconnect channels | — | Settings → WhatsApp or Instagram (chapters 6–7) |
Connect channels in Settings first; build and tune automations from the sidebar workspaces.
Related Articles
- What Is Kazenly? (1.1) — sidebar overview
- Layout Tour (2.1)
- Bot Flows (10.1)
- Instagram Comment and DM Automations (10.5)