How to automate responses to messages from clients in Assembly (formerly Copilot)
Allene Norton
|
44 steps
|
3 minutes
Zapier
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Zapier, look for Assembly (formerly Copilot) and this logo.
1
Go to your Zapier dashboard and click "+ Create".
2
Click "Trigger".
3
Search for "Copilot" and select "Copilot".
4
Click the "Event" field.
5
Click "Message Sent"
6
Click "Continue"
7
Click "Continue"
8
Click "Test trigger"
9
Click "Continue with selected record"
10
The modal to add the Action step will automatically appear. Type "Copilot" and select "Copilot".
11
Click the "Event" field.
12
Click "Find a Client"
13
Click "Continue"
14
Click "Continue"
15
Click here.
16
Click "Sender ID"
17
Click "Continue"
18
Click "Skip test". Zapier provides a sample client for this Zap, and this step will fail since the sample client will not exist in your portal. This will work after publishing and you can test using your test client.
19
Click "Skip test"
20
Click this icon.
21
Click "Filter"
22
Click "Choose field…"
23
Click "2. Find a Client in Copilot"
24
Click "ID"
25
Click "Choose condition…"
26
Click "Exists"
27
Click "Continue"
28
Click "Continue"
29
Click the round "+" icon in the editor to add a new Action step.
30
Type "Copilot" and select "Copilot".
31
Click the "Event" field.
32
Click "Send Message"
33
Click "Continue"
34
Click "Continue"
35
Click here.
36
Type the message you would like to send as an auto-response.
37
Click "Choose value…"
38
Click "Custom"
39
Click "1. Message Sent in Copilot"
40
Click "Channel ID"
41
Click "Continue"
42
Click "Skip test". Zapier provides a sample client for this Zap, and this step will fail since the sample client will not exist in your portal. This will work after publishing and you can test using your test client.
43
Click "Skip test"
44
Click "Publish"
