Instantly autoreply

Instantly Autoreply

Purpose

Automatically generate and send intelligent replies to incoming emails from Instantly campaigns, using campaign-specific knowledge bases and web research.

Inputs

The webhook receives this payload from Instantly (reply event):

• timestamp: ISO timestamp when the event occurred
• event_type: Type of event (e.g., "reply")
• campaign_id: UUID of the campaign
• campaign_name: Name of the campaign (format: "CAMPAIGN_ID | Campaign Name")
• lead_email: The prospect's email address
• email_account: The sending account (eaccount)
• email_id: UUID of the email to reply to (use as reply_to_uuid)
• reply_subject: Subject line of the incoming reply
• reply_text: Full plain text content of the incoming reply
• reply_html: Full HTML content of the incoming reply
• reply_text_snippet: Short preview of the reply content
• Additional lead data fields may be present

Process

Step 1: Parse Incoming Reply

The incoming email content is already in the payload:

• reply_text or reply_html: The full content of their reply
• reply_subject: Their subject line Use this directly - no need to fetch.

Step 2: Get Full Conversation History (Optional)

If more context is needed, call instantly_get_emails with the lead_email to retrieve prior emails (limit 10).

Step 3: Extract Campaign ID

Parse the campaign_name to get the ID (everything before the "|"). Or use campaign_id directly if available.

Step 4: Lookup Knowledge Base

Call read_sheet on spreadsheet 1QS7MYDm6RUTzzTWoMfX-0G9NzT5EoE2KiCE7iR1DBLM to find the row where column "ID" matches the campaign ID. Extract:

• Knowledge Base: Campaign-specific context and talking points
• Reply Examples: Example replies to match tone

Step 5: Skip if No Knowledge Base

If no knowledge base found for this campaign, skip processing and return empty.

Step 6: Generate Reply

Using extended thinking, generate a reply following these rules:

Role & Tone:

• Write as the email_account (first person: 'I', 'we')
• Concise, confident, friendly, non-corporate, outcome-focused
• No em dashes (—), no over-explaining, no hype, no filler
• If followup: be light but persistent, illustrate value props

Research (use web_search tool):

• Research the sender and their company/clinic thoroughly
• Look up any products, tools, locations, acronyms you don't recognize
• Use research to tailor the reply (don't mention you searched)

When to Return Empty (no reply):

• If additional email would be needless (they confirmed call, logistics done)
• If explicitly negative: "DO NOT EMAIL", "UNSUBSCRIBE", "remove me from list"
• If no knowledge base found

Output Format:

• 3-8 sentences unless thread requires more
• HTML with <br> for line breaks, <br><br> between paragraphs
• No <html>, <body>, <p> tags
• Sign off with first name from email_account

Step 7: Filter Empty Replies

If the generated reply is empty or just whitespace, do NOT send. Return success with skipped: true.

Step 8: Send Reply

Call instantly_send_reply with:

• eaccount: The email_account from input
• reply_to_uuid: The email_id from input
• subject: The reply_subject from input
• html_body: The generated reply

Output

Return:

• status: "success" or "error"
• skipped: true if reply was intentionally empty
• reply_sent: true if reply was actually sent
• message_id: ID from Instantly if sent

Error Handling

• If Instantly API fails: Log error, return error status
• If knowledge base lookup fails: Skip this email (no KB = no reply)
• If AI generation fails: Log error, do not send partial reply

Knowledge Base Sheet Structure

Spreadsheet ID: 1QS7MYDm6RUTzzTWoMfX-0G9NzT5EoE2KiCE7iR1DBLM

ID	Campaign Name	Knowledge Base	Reply Examples
abc123	Dental Outreach	[context...]	[examples...]