Every step explained

A step is one card on the canvas. Most steps send something; some wait, decide or file people. Each step has exits along its bottom edge, and you connect each exit to the step that should come next. An exit with nothing connected ends that person's sequence.

Steps without a plan noted work on every plan, including Free.

MessagesCopy Anchor Link

Send messageCopy Anchor Link

A text DM with up to three buttons.

• A link button opens a URL. Reachlee tracks the click.
• A continue button moves the person along its own exit when tapped.

For tappable answers that branch the flow, use Ask a question instead.

Exits: Next step, plus Tapped "…" for each continue button.

Send a photo or videoCopy Anchor Link

Upload a photo, a video or an audio clip, with optional text after it. Good for a product shot, a short demo or a voice note.

Exits: Next step.

Share a postCopy Anchor Link

Shares one of your own posts or reels into the DM, with optional text. Pick the post from your recent media.

Exits: Next step.

Like their messageCopy Anchor Link

Reacts to the person's last DM with love, like, haha, wow or sad. A friendly touch after they answer.

Exits: Next step.

Questions & linksCopy Anchor Link

Ask a questionCopy Anchor Link

Asks something and waits for the answer. The answer is saved under the name you give it in Save as, and shows in the campaign's Answers tab.

• Quick replies shows up to 13 tappable answers. Each answer gets its own exit, plus Any other reply for anything else they type.
• Free text accepts any reply and has one Replied exit.
• No-reply branch adds an exit for people who don't answer within the time you set.
• Understand typed replies (Growth and above): when someone types instead of tapping, Reachlee AI matches what they wrote to one of your options, so "yeah sure" goes down the Yes path.

Exits: one per option and Any other reply, or Replied; plus No reply after … if set.

Ask for an email or phoneCopy Anchor Link

Asks for an email address or a phone number and checks the reply. A valid one is saved to the contact and shows in Contacts, exports and the Answers tab. If the reply isn't valid, Reachlee asks once more with your retry message.

Exits: Email saved or Phone saved, and Not provided.

Send a linkCopy Anchor Link

A message with one tracked button. Reachlee waits to see whether they click.

Exits: Clicked, and Not clicked after … using the delay you set. Connect a reminder to the second exit.

Wait for a replyCopy Anchor Link

Sends nothing. Pauses until the person says anything, then continues. Optionally saves what they said under a column name.

Exits: Replied, plus No reply after … if you turn on the no-reply branch.

Ask for a followCopy Anchor Link

Pro and above. People who already follow you skip the ask and go straight down Follows you. Everyone else gets your message with a Follow button that opens your profile and an I'm following button. When they tap it or reply, Reachlee checks whether they really followed.

On a Facebook Page, everyone continues down Follows you.

Exits: Follows you, Didn't follow, plus No reply after … if set.

ContactsCopy Anchor Link

Add to folderCopy Anchor Link

Adds the person to a contact folder, or removes them from one. Use it to file people by their answers, for example everyone who tapped Yes, tell me more goes into Hot leads.

Exits: Next step.

Opt outCopy Anchor Link

Stops all automated messages to this person: automations, campaigns and AI replies. Use it on a "Stop messaging me" answer.

Exits: none. The sequence ends here.

LogicCopy Anchor Link

WaitCopy Anchor Link

Pauses for minutes, hours or days, up to 7 days, then continues. If the 24-hour window has closed by the time the wait ends, the person goes down Can't message any more instead.

Exits: Then, and Can't message any more.

Contact filterCopy Anchor Link

Pro and above. Splits people by who they are, using the same filters as segments: follows you, has an email, is in a folder, follower count and more.

Exits: Matches, and Doesn't match.

A/B splitCopy Anchor Link

Pro and above. Sends people down up to 4 variants at random, using the percentages you set. Compare the variants in the results to see which message works better.

Exits: one per variant.

Reachlee AICopy Anchor Link

These steps need Growth or above and use your Reachlee AI knowledge base. Each AI message uses one AI credit, like any AI reply.

AI messageCopy Anchor Link

Reachlee AI writes one message for this person from your instruction (up to 600 characters) and your knowledge base. It can pick up on what you've talked about before.

Exits: Next step.

AI conditionCopy Anchor Link

Reachlee AI reads the conversation and answers a yes/no question about the person, such as Have they asked about pricing? If it isn't sure, the answer is no.

Exits: Yes, and No.

Hand over to Reachlee AICopy Anchor Link

From here, Reachlee AI answers whatever the person says, in your voice and from your knowledge. AI replies must be switched on under Reachlee AI.

Exits: none. The AI takes over.

IntegrationsCopy Anchor Link

Email meCopy Anchor Link

Pro and above. Emails you, or the address you enter, when someone reaches this step. Good for hot leads you want to answer personally.

Exits: Next step.

Add to Google SheetCopy Anchor Link

Business. Adds a row with the person's details and answers to your connected Google Sheet. Connect the sheet first under Settings → Integrations.

Exits: Next step.

Good to knowCopy Anchor Link

• Buttons and quick replies show in the Instagram and Messenger apps. On instagram.com people see plain text; typing a button's label works the same as tapping it.
• Every message counts toward your plan's monthly DM limit.
• A step can't send outside the 24-hour window. If someone's window closes while they're mid-sequence, their sequence ends with couldn't be messaged any more.