Documentation

How ChatPeak works

Setup, automations, the flow builder, the inbox, contacts and account settings. ChatPeak is still being built, so every page says whether its feature is available today.

Getting started

Quick start guideCreate a ChatPeak account, walk through onboarding, connect Instagram and publish your first comment, DM or story reply automation.Available
Connect your Instagram accountConnect an Instagram business or creator account with the Instagram login, check its permissions, reconnect it when needed or disconnect it.Available
Your first automationCreate an Instagram automation, set its trigger, keywords and message in the flow builder, test it and publish it so it answers.Available
Dashboard overviewThe areas of the ChatPeak dashboard, what the overview page shows, and where to find settings, billing and the workspace switcher.Available

Automations

Triggers and keywordsThe three Instagram triggers, how keywords match comments and DMs, and which automation answers when several could.Available
Comment to DM automationsAnswer Instagram comments with a private DM: choose the posts, add public replies, and continue the flow when the person writes back.Available
Story reply automationsAutomatically answer people who reply to your Instagram stories, with or without keywords, and how story replies fall back to DM keywords.Available
Follow-ups and DM sequencesSend several Instagram DMs over time with delays and reply waits, and the 24 hour window that limits how far a sequence can reach.Available
Automation templatesStart an Instagram automation from a complete template flow: what each of the eight templates does and what to fill in before you publish.Available

Flow builder

Flow builder overviewThe areas of the ChatPeak flow builder, the six step types, working on the canvas, undo and redo, flow checks and the toolbar buttons.Available
Messages, quick replies and buttonsWrite DM message steps with personalisation, offer quick replies or buttons on Instagram, and branch the flow on the option a person picks.Available
Conditions and branchingSplit an Instagram DM flow with a condition step on follower status, contact tags or the message text, and connect its Yes and No branches.Available
Tag actionsAdd or remove tags on a contact from a flow, and use those tags in conditions, contact filters, the inbox and broadcast audiences.Available
Delays and waiting for repliesPause an Instagram DM flow with a delay step or a wait for reply step with a timeout, within Instagram's 24 hour messaging window.Available
Test a flowRun an Instagram automation against a sample comment, DM or story reply in the flow builder's test panel before you publish. Nothing is sent.Available

Contacts and inbox

Inbox and conversationsThe live Instagram DM inbox: filters, assigning and tagging, archiving, attachments and voice messages, and replying within Instagram's windows.Available
Contacts and CSV importContacts collected from Instagram comments and DMs: filter them by tag, add them by hand, import and export them as CSV, and the lead score.Available
Broadcast messagesSend a one-time Instagram DM to contacts who wrote to you in the last 24 hours, now or scheduled, and follow who received it and who was skipped.Available

Integrations

Integrations pageThe Integrations page in ChatPeak: connecting Instagram, security settings and the recommended setup, plus the tools that are coming later.Partly available
Webhooks and APISending ChatPeak events to your own systems and reading data from code. Not available yet, and how to move data in the meantime.Planned

Analytics

Analytics and metricsWhat each number on the ChatPeak Analytics page counts, which time range it uses, how replies, opens and leads are measured, and the CSV export.Available
Leads and conversion trackingHow ChatPeak counts leads from Instagram automations, and how to measure sign-ups and sales from DM links with your own analytics tools.Partly available

Account and billing

Profile settingsOpen your ChatPeak settings, upload a profile photo, change your name, bio and website, and log out.Available
Notification emailsChoose which ChatPeak emails you get: new leads, automation errors and a weekly performance report for your Instagram automations.Available
Password and securityChange your ChatPeak password or reset a forgotten one, ask for your account to be deleted, and the state of two-factor authentication.Partly available
Team members and rolesInvite colleagues to a ChatPeak workspace, choose between the owner, admin and member roles, and remove members or leave a workspace.Available
WorkspacesUse several ChatPeak workspaces, for example one per brand or client: what belongs to a workspace, and how to create and switch between them.Available
Plans and billingChatPeak plans and limits, how automated replies are counted, the free trial, currencies and VAT, invoices, and how to change or cancel a plan.Available