What is the Automation Module in Leadsales and How Does It Work?
Learn how to use the Automation Module in Leadsales to configure automatic responses and interactive menus that improve your customer service and conversion.
Hello, Leadsaler! 
The automations of Leadsales help you improve customer service, segment leads, and convert faster, all with less effort. From automated messages to intelligent menus with Leadbot, here is how you can make the most of this module.
Automations
Access the module from the left side menu. Here you can:
Configure automatic responses
Enable welcome messages
Automate responses to manually created leads
Design interactive menus with the Leadbot
Automatic Responses
Welcome Message
It is sent automatically when a new lead writes to you for the first time.
You can customize it from the module settings.
Message for manually added leads
It is sent only when you create a lead from the platform.
It is useful to maintain the same tone and context in every conversation.
Visual Tip: If you do not see the 'Save' button, try doing zoom out to display it correctly.
Leadbot
The Leadbot allows you to create an automated menu with options to guide your leads according to their needs. Ideal for streamlining conversations without immediate human intervention.
What can you do?
Select which channels to activate it on (WhatsApp, Instagram, Messenger)
Set up messages for welcome and closure
Generate up to 2 menu levels:
Level 1: Up to 5 options
Level 2: Up to 25 sub-options per main option
Assign funnels and stages according to the chosen option
Publish it to start using it
Note: When the Leadbot is activated, quick replies on that channel are disabled to avoid conflicts.
Final user view
The lead will see a clear and guided flow of messages based on their responses, allowing them to automatically progress through the process without confusion. If they type something outside the flow, the Leadbot will redirect them with a message to keep the conversation within the system.
If you need assistance configuring the automation module or resolving doubts about Leadbot, write to us through the support chat. We are here to assist you.