Business Playbooks
Playbook: marketing campaigns and conversion funnels
Design a funnel from attention to sale using comments, stories, flows, the assistant, bookings and orders, with what BaTimo supports today.
Business goal
Move people from first attention to a booking or order using the entry points BaTimo can automate.
Funnel stages and BaTimo features
| Stage | Entry point | BaTimo feature |
|---|---|---|
| Attention | Reel, post, story, website | You publish; BaTimo answers what follows |
| Interest | Comment, story reply, DM, web chat | Comment automation, story reply automation, DM flow |
| Consideration | Questions about price, details | Assistant with FAQs, documents and products |
| Conversion | Order or appointment | Products and orders, booking page |
| Follow-up | Lead saved, notifications | Leads, notifications, webhooks |
Build a simple funnel
- Offer: pick one offer (a product, a service, a consultation).
- Entry: create a comment automation for the offer's reel (keyword) and a story reply automation for story campaigns.
- Middle: create one DM flow that explains the offer and presents two buttons, one for Open URL to your booking or product page.
- Close: let the assistant answer objections using your FAQs and documents.
- Measure: check Leads and the Console dashboard (Total Leads, Lead Conversion, Channel Performance).
- Follow up: reply to unread leads from the Inbox and use a New Lead webhook to feed your CRM.
Tips
- One offer per campaign keeps trigger words unambiguous.
- Use Story link reminder for story campaigns.
- Give each campaign its own trigger word so you can see which brings leads.
Limitations
- Automations respond to customer actions. Scheduled and bulk WhatsApp messages are available through AI Connections, not the Console.
- Automation triggers are Instagram-based today; Ads, Shares and Live Comments are Coming soon.
Learn more
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Playbook: Instagram comment-to-DM campaign
Turn comments on a reel or post into private conversations: reply publicly, send a DM or a flow, and capture leads.
Playbook: engage customers on WhatsApp and Instagram
Reply fast on WhatsApp and Instagram with a consistent tone, welcome new contacts, and keep engagement going with flows and the assistant.