Introduction to Automation Functions

Overview: The 【Automation】 section consists of three pages: 【Management】, 【Statistics】, and 【AI Leads】. On the Management page, you can create and control automated processes; on the Statistics page, you can check the actual operation of the processes; and on the AI Leads page, you can view, filter, and export identified potential leads.

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I. Management : Creating and Controlling Processes

【Management】is the main control panel for automation. The left side of the page is used to filter by automation type and start/stop status, the top is used to filter by platform, search for process names, or create new processes, and the right side displays process descriptions, running status, and operation buttons.

 

1. Automated processes

After clicking "Create Automation", you can select the following process types according to your business objectives.

type	Main uses	Applicable social media platforms
AI rewriting and synchronization	Track source content, rewrite it according to configuration, and synchronize it to the target account. Cross-platform rewriting is supported.	X(Twitter), Facebook, Instagram, Threads, Telegram, Tiktok
AI Comment Assistant	Process comments received by authorized accounts and generate or select replies according to rules.	Tiktok, YouTube, Facebook, Instagram, LinkedIn, X (Twitter), Threads
AI Private Message Assistant	Process private messages received by authorized accounts and provide consistent and uniform responses.	TikTok, Facebook, Instagram
AI Post Management Assistant	Perform configured interactive actions on target posts based on keywords and frequency.	X (Twitter)
AI Post Marketing Assistant	Monitor comments on designated posts and respond to potential customers.	Tiktok, YouTube, Facebook, Instagram
AI Clue-Gathering Assistant	Analyze comments and private messages received by authorized accounts, monitor comments on designated posts, score them, and generate manageable potential leads.	TikTok, YouTube, Facebook, Instagram, LinkedIn, X (Twitter), Threads

 

2. Function buttons

(1) Social Media Platforms/Accounts: Click on Social Media Platforms/Accounts to view the automated processes related to the current platform or account;

(2) Search by process name: Search for created automated processes by process name;

(3) Create Automation: Click to enter and select to create different automation processes;

(4) Automation type: View the six types of processes and their quantities. The quantity is the number of processes within the current filter range;

(5) Status: You can switch between all, enabled or disabled status, and view the automated process under the current status;

(6) Rename: Customize the name of the automated process to make it easier to identify the created automated process;

(7) Run immediately: Run the automated process once immediately;

(8) Automation process switch: Select whether to enable the current automation process;

(9) More:

① Edit: View or modify the settings of the automated process;

② Operation Log: View the operation records of the corresponding automated process;

③Delete: Delete this automated process;

④ Copy: Copy the created automated workflow. After copying, you can use it after making minor edits, reducing repetitive setup steps ( the copy function is only available for the [AI Rewrite and Synchronize] workflow ).

 

II. Statistics: Automated Process Operation Status

The statistics show the status of automated operations, which are divided into total number of runs, monthly runs, and daily runs. The statistics also display the number of times each automation is enabled and the number of runs for each of the six automation types.

(1) Total number of runs: The total number of times the team has recorded automated runs in the past;

(2) Monthly Operations: The number of operations from the 1st of each month to the current date;

(3) Daily Operations: The number of operations within the current calendar day;

(4) Activation status: The activation status of processes under this type. You can directly view the number of processes that are currently enabled/disabled;

 

III. AI Clues: Viewing, filtering, and exporting potential clues

This section centrally displays candidate leads identified by the AI Lead Gathering Assistant from comments on authorized accounts, private messages from authorized accounts, or comments from other accounts. Each record displays the source, analysis results, AI hints, AI score, and entry status; the left-hand filter and top search are used to narrow down the search.

 

Filtering and Field Descriptions

Region/Field	use	Key points of operation
platform	Only look at clues from designated social media platforms.	First select the platform, then add filtering based on time and source.
Search content or account	Records based on original content or account location.	Use usernames, account identifiers, or key search terms.
Inbound status	Distinguish between all, already in stock, and not yet in stock.	For daily follow-up, prioritize checking items not yet entered into the inventory; for post-mortem analysis, check items already entered into the inventory.
time	All time or approximately 7/30/90/180 days.	Weekly inspections are recommended for the past 7 days, and monthly reviews are recommended for the past 30 days.
source	Authorized account comments, authorized account private messages, or comments from other accounts.	Evaluate lead quality based on the customer acquisition channel.
AI suggestion words	This displays the target description on which this judgment is based.	The more specific the prompts, the easier it is for the scoring to align with the business intent.
AI rating	AI scores the degree of matching between the content and the prompt words.	The rating is a screening signal and does not equate to customer agreement or genuine purchase intention.
Download all	Export the currently downloadable range of clues.	Before downloading, confirm the platform, time, source, and storage status.