Setup Guide

Get Instance up and running in minutes. Watch the video or follow the step-by-step guide below.

Complete Instance setup

Use this walkthrough for the fastest start. If your team prefers written instructions, follow the step-by-step checklist below.

Add your setup video here

Set VIDEO_EMBED_URL in app/setup-guide/page.tsx

e.g. https://www.youtube.com/embed/YOUR_VIDEO_ID

Step-by-step setup checklist

  1. Step 1: Create your account and open setup

    Sign up, verify login, and open the Setup page. This creates your baseline workspace and lets you configure business details.

  2. Step 2: Connect Instagram account

    Click Connect Instagram and complete Meta OAuth. Use a Business or Creator account. After redirect, confirm your username appears in setup.

  3. Step 3: Complete company and owner details

    Fill in company name, owner name, role, and related details so your CRM context and messaging profile are complete.

  4. Step 4: Create first automation

    Go to Automation and launch a template such as comment-to-DM or DM keyword flow. Customize copy and keyword triggers for your offer.

  5. Step 5: Test from a second Instagram account

    Send a DM or leave the configured comment keyword. Verify the reply and confirm the lead appears in CRM with source and qualification details.

  6. Step 6: Review CRM and analytics

    Open CRM to check lead records and open analytics to confirm pipeline and conversion tracking are recording correctly.

What to open next

Start setup now

FAQ

Setup guide FAQs

  • Most teams complete the core setup in 10 to 20 minutes: connect Instagram, configure one automation, and verify CRM data flow.