DM Automation: Stop Paying for Tools That Should Already Be in Your CRM - Mochi

DM Automation: Stop Paying for Tools That Should Already Be in Your CRM

DM Automation: Stop Paying for Tools That Should Already Be in Your CRM

v 1.0.5

Product Updates


You asked for it. We built it.

"I need everything inside of Mochi, including DM automation. I'm tired of juggling multiple tools and paying for them separately. Can Mochi add this please?"

We heard this constantly. Coaches running their entire sales operation in Mochi, but still bouncing to a separate tool just to handle keyword triggers. Paying $15-30/month extra. Managing another login. Watching leads come in through one system and having to manually connect them to another.

That's done now.

Mochi handles keyword-triggered DM automation natively. Every comment, story reply, and DM trigger flows directly into your inbox, already tagged and ready for your setters.

What You Can Automate

Triggers:

  • Someone DMs you a keyword ("PDF", "PRICE", "INFO")

  • Someone comments a keyword on any post or reel

  • Someone comments on a specific post or reel (perfect for promotions)

  • Someone replies to your story with a keyword

Actions:

  • Send DM replies that sound like you actually typed them

  • Add delays between messages so it feels natural

  • Auto-tag the lead for instant routing to the right setter

Human-Like Messaging, Not Robotic Flows

Here's what makes this different: no buttons. No branching chatbot trees. No "Select an option below" nonsense that screams automation.

You can add as many messages as you want, each with its own delay. So instead of one chunky paragraph, you send:

[Message 1 - instant] "Hey! Thanks for reaching out"

[Message 2 - 3 seconds later] "Here's that guide you asked for: [link]"

[Message 3 - 5 seconds later] "Let me know if you have any questions about it 🙌"

Three speech bubbles. Staggered timing. Looks exactly like someone was sitting there typing.

That's the goal. Automation that doesn't feel automated. Your leads think they're getting personal attention. Your setters pick up a warm conversation, not a cold handoff from a bot.


The Intelligence Layer

When a lead enters via automation, you see it everywhere.

In their lead profile: "Entered via automation: PDF Guide" with the exact trigger and timestamp.

In your leads table: Filter by source to see all automation-generated leads vs. organic.

In your inbox: Small badge showing which automation brought them in.

Your setters know exactly how this person found you and what they wanted. No guessing. No "hey, did you have a question?" openers that make you look like you forgot them.

What This Looks Like Inside Mochi

Your Automations Dashboard shows everything at a glance:

  • How many automations are running

  • Total messages sent

  • Unique leads reached

Organize automations into folders (e.g., "PDF Downloads", "Holiday Promo") to keep things clean as you scale.

Creating an automation takes 60 seconds:

  1. Name it

  2. Choose your trigger (DM, comment, or story reply)

  3. Set your keyword and match type ("contains" for natural messages, "is exactly" for strict triggers)

  4. Write your reply messages and set delays

  5. Pick a tag

  6. Activate

No flowcharts. No complex branching logic. Just: trigger, response, tag.


Quick Setup Tips

For lead magnets: Use "contains" matching. If someone types "can I get the pdf please?" you want that to trigger, not just the exact word "PDF."

For strict CTAs: Use "is exactly" matching. If your trigger word is "READY" and someone says "I'm not ready yet," you probably don't want to send them the sales link.

For natural timing: Add 2-5 second delays between messages. It mimics real typing speed and makes the whole exchange feel personal.

For high-volume posts: If you're running a viral reel with thousands of comments, Mochi queues and paces messages automatically to stay within Instagram's limits. No action required on your end.


Get Started

Head to Automations in your Mochi dashboard (in the main nav or under Settings).

Create your first automation in under a minute. Start with your highest-volume lead magnet.

One tool. One login. One place where everything lives.

Questions about setup? Drop them in your Slack channel and we'll help you configure your first automation.

Other Updates

Other Updates

Your team's context. Finally in one place.

Your team's context. Finally in one place.

Team Chat puts your team's notes, updates, and context directly on the lead. One thread. One source of truth. No more scattered conversations.

v 1.0.5

v 1.0.5

Read more

Mochi Adds an AI Intelligence Layer to Your DMs. This Changes Everything.

Mochi Adds an AI Intelligence Layer to Your DMs. This Changes Everything.

Your inbox can now tell you who to focus on, what's junk, and which leads are about to close. This is the first step toward a self-learning inbox.

v 1.0.4

v 1.0.4

Read more

Your Team Is Using Your Worst Scripts 6x More Than Your Best Ones

Your Team Is Using Your Worst Scripts 6x More Than Your Best Ones

We analyzed 90 days of a coach's DMs and found their team was using their worst-converting script 6x more than their best one - because without an intelligence layer tracking every message, nobody knew.

Read more

We Just Built the Control Center for Your DMs

We Just Built the Control Center for Your DMs

Your setters say they're 'working all day' but you have zero proof. When one quits, 183 leads vanish into chaos. Here's how the first client reassigned every lead in 8 minutes instead of losing...

v 1.0.3

v 1.0.3

Read more

Why Voice Messages Convert 3x Better Than Text (And How Mochi Made Them Actually Work at Scale)

Why Voice Messages Convert 3x Better Than Text (And How Mochi Made Them Actually Work at Scale)

Voice messages convert at 3x the rate of text in high-ticket DM sales. But there's a problem: cloned voices sound robotic, and your leads notice. Here's how we made AI voice messages finally sound authentic at scale—using something we call Scenes.

v 1.0.1

v 1.0.1

Read more

Why I Built Mochi (And Why You’re Probably Leaving $500K in Your DMs)

Why I Built Mochi (And Why You’re Probably Leaving $500K in Your DMs)

One of our first clients found a $50K deal rotting in his DMs. The lead had been trying to buy for three weeks—just ...

v 1.0.0

v 1.0.0

Read more

You already built something great Now let’s scale it

You get the team to install it.
You get the tool to run it.
You get the AI to make it bulletproof.

You already built something great Now let’s scale it

You get the team to install it.
You get the tool to run it.
You get the AI to make it bulletproof.