Step reference

Supports {{ message.text }}, {{ message.id }}, {{ message.type }}, {{ contact.phone }} and {{ contact.name }} interpolation in the text — anything else inside {{ }} is left empty rather than an error.

Uses the same interactive-message payload and Meta limits as a manual reply from the inbox.

Pair with a Button / List Reply trigger on another automation, matching the row ids here, to react to which row the contact picked.

Template variables are substituted in strict {{1}}, {{2}}, … numeric order regardless of the order you enter them in — Meta templates are positional, not named. The template must already be approved for the number this automation sends from, the same as sending one manually.

No-ops quietly if the contact already has the tag.

No-ops quietly if the contact doesn't have the tag.

Round-robin hands the thread to the next eligible team member (owner, admin or agent) in rotation, using the same account-wide cursor as the rest of Relay's round-robin assignment — it's a real, atomic rotation, not a random pick. Specific agent assigns to the one agent you choose, and requires an agent to be selected before the automation can be activated. Assignment applies to the specific conversation the trigger fired on, not every conversation the contact has across your numbers.

The value supports the same {{ }} interpolation as Send Message. Choose a custom field from the picker — under the hood it's stored and validated against the account's own custom fields, so a field from another account can never be targeted.

Links the new deal to the triggering contact. See Pipelines for how deals and stages work.

There's no confirmation step in the builder — this step's only job is to close the thread it runs against.

See Conditions and waits for exactly how a wait suspends and resumes a run — including why it can't check for a reply.

See Conditions and waits for the four subjects a condition can check and exactly how each one is evaluated.

The request is SSRF-guarded (private/internal addresses are refused), follows no redirects, and times out after 10 seconds. Leave Body template blank to send Relay's default payload — message_id, conversation_id, message_text, message_type, timestamp, and a sender object with contact_id, phone_number and name. If you fill in your own Body template, only the same {{ message.* }}, {{ contact.phone }}, {{ contact.name }} and {{ vars.* }} placeholders as Send Message are interpolated.