How to Set Up a Comment-to-DM Funnel

A comment-to-DM funnel replies publicly when someone comments on your post and delivers a link or document by DM — optionally only after they follow you. Automations run on published posts through the official Meta API.

Before you start

  • At least one published Instagram post
  • Instagram connected

Steps

  1. 1

    Create the automation

    On the Automations page click New automation and pick a published post. Regent pre-fills sensible defaults you can edit.

  2. 2

    Choose the trigger

    Any comment, or a keyword (for example "GUIDE") with contains/exact matching. Keyword triggers pair naturally with a call-to-action in your caption.

  3. 3

    Set the public reply

    The comment Regent posts publicly, with up to three rotating variants so replies do not look identical.

  4. 4

    Write the DM

    The private message that delivers the value. Placeholders: {first_name}, {trigger}, and {doc_url} — the link to the post's published companion document. Optional buttons with custom labels.

  5. 5

    Configure the follower gate

    On by default: non-followers get a polite gate message asking them to follow first, with an "I followed" button that re-checks and then delivers the DM.

  6. 6

    Enable and monitor

    Toggle the automation on. The card shows sent, failed, and skipped counts for the last 30 days. Reply-once-per-user is on by default.

Frequently asked

Is DM automation allowed by Instagram?+

Yes, through the official Meta API on Business/Creator accounts, which is how Regent operates. Unofficial bots that simulate the app violate Instagram's terms and risk bans.

What is the follower gate?+

An optional step that asks commenters to follow you before the DM with the link is delivered. It converts comment traffic into followers and is enabled by default.

What does {doc_url} send?+

The public link to the post's companion document — the long-form guide Regent generates with each reel or carousel, published from the Documents page.

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