WORKFLOWFRAME — SOCIAL INQUIRY PILOT WORKSHEET
Version: 2026-09-23 | https://workflowframe.com/guides/instagram-dm-qualification/
A planning template. Blank fields are for your team to complete locally.
No result below is a measured customer outcome. Do not enter credentials.

1. SCOPE
Owner / backup:
Channel, connected account and exact trigger:
One inquiry type / resource promised:
What counts as a completed request:
Service hours and response expectation:
Pilot dates, permitted test accounts and maximum scope:

2. BEFORE STATE
Period observed / whether ordinary and busy periods are represented:
Requests handled:
Active handling minutes (include checking and repair):
Unresolved or misrouted conversations:
Existing inbox features tested / remaining gap:

3. CONVERSATION CONTRACT
Requested action and the event that permits the next reply:
First reply / next reply / optional next action:
Current official channel rules checked on (date):
https://help.manychat.com/hc/en-us/articles/23358636027932-Understanding-messaging-windows
For comments: receiving a private reply is not automatically an opt-in.
https://help.manychat.com/hc/en-us/articles/14281316989724-Instagram-Post-and-Reel-Comments-trigger
Stop request behavior:
Human takeover and automation pause behavior:
After-hours route:
Data retained / purpose / access / deletion owner:

4. HANDOFF CONTRACT (PROPOSED FIELDS; VERIFY CONNECTOR SUPPORT)
Source account + stable conversation identifier:
Requested next action:
Voluntarily supplied contact detail + intended use:
Destination / field ownership / assigned person:
Fallback when identity or assignment is unclear:
Handoff identifier / repeated-event behavior:
Status returned to inbox owner:

5. TEST LOG — WRITE EXPECTED RESULT BEFORE RUNNING
Case | Expected response/record/owner | Actual | Pass/fail | Repair
A. Ordinary relevant inquiry:
B. Resource request, then no interaction:
C. Website-link click alone after comments private reply:
D. Qualifying reply or supported interaction:
E. Repeated message / repeated comment:
F. Expired messaging window:
G. Request to stop:
H. Request for a person:
I. Existing customer support issue:
J. Missing identity / ambiguous CRM match:
K. CRM unavailable:
L. CRM write succeeds but assignment fails; replay:
M. Broken resource link:
N. After-hours inquiry:

6. DECISION
Requested deliveries attempted / completed:
Handoffs attempted / accepted by correct owner:
Unowned, duplicated or unwanted actions:
Active review + repair + maintenance minutes:
Acceptance thresholds agreed before trial:
Stop immediately when:
How to disable the flow and return to manual handling:
Retain / narrow / stop, and why:
Responsible reviewer / next review date:

Detailed handoff guide:
https://workflowframe.com/guides/social-lead-crm-handoff/