Quick start guide
This page takes you from a new account to an automation that answers on Instagram. For the last steps you need an Instagram business or creator account.
Create an account
Sign up with your name, your email address and a password of at least 8 characters, or continue with Google. If you are asked to confirm your email address, open the link in the email and then log in. The free Starter plan needs no payment details.
Walk through onboarding
- 1Set up your workspace
Name the workspace, optionally add your website and choose Creator, Brand or Agency.
- 2Pick a platform
Instagram is selected. TikTok and Facebook are shown as coming soon and cannot be picked yet.
- 3Choose a trigger
Pick a comment keyword, a story reply or a DM keyword.
- 4Write the first message
Write the DM the automation should send.
{{first_name}}is replaced with the person's first name. - 5Review and launch
Check the summary and continue to the dashboard.
Onboarding creates your workspace and, if you wrote a message, a draft automation with the trigger and message you chose. You can also skip onboarding: the first time you open the dashboard without a workspace, one is created for you.
Get your first automation live
- 1Connect Instagram
Open Integrations and connect your account with the Instagram login. See connect your Instagram account.
- 2Finish the automation
Open the draft from Automations, or start from one of the templates. Set the keywords and the message in the flow builder.
- 3Test and publish
Run the flow against a sample comment or message with Test flow, then select Publish. See your first automation.
Where to go next
- Find your way around
The dashboard overview explains each area of the app.
- Answer people yourself
Everything an automation starts lands in the inbox, where you can reply by hand.
- Learn the platform rules
Read how comment-to-DM automation works before you plan a campaign, or get an overview of Instagram DM automation with ChatPeak.