Create your first automation (welcome message)
The welcome message is the simplest automation scenario: a message sent as soon as someone starts a new conversation. It is the best starting point to get familiar with Perroly automations.
Open the automations panel
From Messaging, open the Automatic tab. This is where every automation rule lives, whatever trigger it uses.
Capture d’écran à ajouter
Perroly screen: Messaging > Automatic, overview of existing rules.
Create a welcome message rule
Click New automation, choose the Welcome message trigger, then write the text sent on every new conversation.
Capture d’écran à ajouter
Perroly screen: rule creation form, with the trigger dropdown open on "Welcome message".
Activate and test the rule
Activate the rule, then message your own account from another profile to check that the automatic reply goes out correctly.
The welcome message only fires at the very start of a conversation, not on every new message: no risk of spamming a contact already mid-conversation.
Frequently asked questions
Do I need technical skills to build this automation?
No, the rule is built entirely from the interface, no code: a trigger, a message, an activation.
Can I edit the welcome message later?
Yes, at any time from Messaging > Automatic, without having to recreate the rule.
Does the welcome message fire on every message received?
No, only when a new conversation starts. Later exchanges with the same person do not trigger it again.
Can I create several welcome message automations?
No, only one active welcome message at a time per connected account. To vary the content by situation, use a Flow with branches instead.
Does the rule work if several accounts are connected?
Yes, a rule is created per account: one account’s welcome message does not automatically apply to another connected account.
What happens if I deactivate the rule after testing it?
The welcome message stops going out immediately. Conversations already in progress are not affected retroactively.