One client. Three channels. One memory.
An AI consultant looks after the client on Instagram, Facebook and the website, recognises them in any channel, and sends the owner a ready request card instead of “you have a new message”.
In-house buildRuns on stepautomations.com, Instagram and Facebook
- Instagram + Facebook + website
- Recognises clients across channels
- 24/7
01One client, three channels: wrote on Facebook, continued on Instagram, came back to the website, and the bot remembers what was said
01Before
A client writes on Instagram, a day later on the website, then on Facebook. To the business that's three different people: the conversation is scattered, context is lost, nobody answers at night or at weekends, and the owner hears about the lead once the client has gone cold.
02What changed
- One client, one history
by Instagram or Facebook account, phone or email, the system merges conversations into one client card.
- Replies in seconds on every channel
in the client's language, day and night, with no forms or canned answers.
- A ready request, not a notification
the owner gets the task, the contact and buttons in Telegram: conversation, client profile, “done”.
- The bot stays out of the way
as soon as the owner replies, the bot quietly steps back and what it collected goes to the CRM.
03How it works
- 01
A client writes on Instagram, Facebook or in the website chat
- 02
The AI replies and recognises the client
- 03
The request goes to the CRM and the owner's Telegram
Sample data: contacts in the dialogue are redacted; the request and card belong to a fictional client.
The same approach, built for your task
Here it's my own business. An assistant like this suits anyone who gets clients from social media and a website at the same time.
- 01Salons, clinics, studios
bookings, prices and free slots right in Direct while the front desk is busy.
- 02Online shops
stock, delivery and order status; hot leads go straight to a manager.
- 03Services and B2B
understand the task and get a contact before the first call.
- 04Other inputs
a Telegram bot, email or a widget on your site: the core stays the same, I connect the input you need.
Write to the chat on this site or to @step.automations on Instagram: the same system replies.
Under the hoodTechnical details for specialists
- Message merging
someone sends three messages in a row and gets one sensible reply.
- Code decides, not the model
a repeat notification goes out only when something genuinely new appears: a contact, urgency or a budget.
- It tells its own messages from the owner's
the bot recognises its own messages by a tag and quietly steps back when a human replies.
- A cleaner for abandoned chats
every 15 minutes it collects unfinished conversations and sends them to the owner.
Stack
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