# InstaForge Help Center

> How to build, run and grow Instagram assistants with InstaForge: setup guides, step-by-step flows, playbooks, tips and answers.

- [Welcome to InstaForge](https://docs.instaforge.app/index.md): Friendly Instagram assistants for your clients, built and run from one place.
- [Getting started](https://docs.instaforge.app/getting-started/overview.md): From an empty account to a working assistant you can test.
- [Quick start](https://docs.instaforge.app/getting-started/quick-start.md): Build, test and switch on your first assistant in about 15 minutes.
- [Roles and access](https://docs.instaforge.app/getting-started/roles-and-access.md): Who can sign in, what each role can do and which assistants they see.
- [Connect Instagram](https://docs.instaforge.app/getting-started/connect-instagram.md): Link the client's Instagram professional account with Meta's official login.
- [Go-live checklist](https://docs.instaforge.app/getting-started/go-live-checklist.md): The checks to run before an assistant answers real customers.
- [Build the assistant](https://docs.instaforge.app/build-the-assistant/overview.md): Teach the assistant about the business, decide how it behaves and test it safely.
- [AI brain](https://docs.instaforge.app/build-the-assistant/ai-brain.md): Choose the AI that writes the answers, its personality, and how closely it sticks to what you taught it.
- [Knowledge base](https://docs.instaforge.app/build-the-assistant/knowledge-base.md): Everything the assistant knows about the business, and how to keep it right.
- [Behaviour](https://docs.instaforge.app/build-the-assistant/behaviour.md): What the assistant does for messages, comments, tags, story mentions and story replies.
- [Question flows](https://docs.instaforge.app/build-the-assistant/question-flows.md): Questions the assistant asks and remembers, like a name, a phone number or a preferred time.
- [Playground](https://docs.instaforge.app/build-the-assistant/playground.md): Chat with the assistant like a customer, and see why it answered the way it did.
- [Languages](https://docs.instaforge.app/build-the-assistant/languages.md): Answer customers in their own language, and fill in the assistant's texts in every language automatically.
- [Draft and publish](https://docs.instaforge.app/build-the-assistant/draft-and-publish.md): Change the assistant without customers seeing half-finished work, and undo any change.
- [Quality check](https://docs.instaforge.app/build-the-assistant/quality-check.md): Every Monday the AI reads last week's conversations and points out what to fix.
- [Unanswered questions](https://docs.instaforge.app/build-the-assistant/unanswered-questions.md): Questions the assistant couldn't answer yet. Answer once and it knows from then on.
- [Privacy and GDPR](https://docs.instaforge.app/build-the-assistant/privacy.md): Consent, how long data is kept, people's data requests and the AI notice.
- [Conversations and customers](https://docs.instaforge.app/conversations-and-customers/overview.md): One inbox for every channel, a lead board, a customer list and alerts for your team.
- [The inbox](https://docs.instaforge.app/conversations-and-customers/inbox.md): Every conversation from Instagram, WhatsApp, Messenger and the website, in one place.
- [Leads](https://docs.instaforge.app/conversations-and-customers/leads.md): Everyone who showed interest, from the first question to paid.
- [Customers](https://docs.instaforge.app/conversations-and-customers/customers.md): Everyone who wrote, with their visits, value, tags and notes.
- [Team performance](https://docs.instaforge.app/conversations-and-customers/team-performance.md): How fast each person answers customers who are waiting for a person.
- [Alerts and notifications](https://docs.instaforge.app/conversations-and-customers/alerts.md): Get told the moment something needs you, on your phone, by email or in Telegram.
- [Bookings](https://docs.instaforge.app/bookings/overview.md): Appointments booked in the chat or on a booking page, with reminders, confirmations and reviews.
- [Services and team](https://docs.instaforge.app/bookings/services-and-team.md): The service menu, how long each takes, what it costs, and who does what.
- [The calendar](https://docs.instaforge.app/bookings/calendar.md): Every appointment in one calendar, with blocked time, the waiting list and the booking settings.
- [Booking page](https://docs.instaforge.app/bookings/booking-page.md): A page where customers book on their own, for the Instagram bio, the website, Google Maps and WhatsApp.
- [Confirmations, no-shows and deposits](https://docs.instaforge.app/bookings/confirmations-and-no-shows.md): Ask people to confirm, free the time if they don't, and ask a deposit from people who missed visits.
- [Waiting list, reminders and extras](https://docs.instaforge.app/bookings/waiting-list-and-extras.md): The extras that fill the calendar: a waiting list, reminders, extras and the next visit.
- [Reviews](https://docs.instaforge.app/bookings/reviews.md): Ask happy customers for a public review and hear from unhappy ones in private.
- [Grow sales](https://docs.instaforge.app/grow-sales/overview.md): Turn followers into customers and customers into regulars.
- [Comment campaigns](https://docs.instaforge.app/grow-sales/comment-campaigns.md): Comment PRICE and we'll DM you: a keyword in a comment gets a friendly private message.
- [Follow-ups](https://docs.instaforge.app/grow-sales/follow-ups.md): Short automatic messages that bring people back.
- [Broadcasts](https://docs.instaforge.app/grow-sales/broadcasts.md): One message to a chosen group of customers: free slots this week, a new product, an event.
- [Website chat](https://docs.instaforge.app/grow-sales/website-chat.md): The same assistant on the business's own website, as a chat bubble and a shareable link.
- [Packages and gift cards](https://docs.instaforge.app/grow-sales/packages-and-gift-cards.md): Sell packages of visits and gift cards in the chat, and keep track of what's left on each.
- [Shop and orders](https://docs.instaforge.app/grow-sales/shop-and-orders.md): Products with photos and prices, a shop page, and orders from the page and the chat.
- [Bring a friend](https://docs.instaforge.app/grow-sales/bring-a-friend.md): Each customer gets a code to share. When a friend books, both are rewarded.
- [Content](https://docs.instaforge.app/content/overview.md): Plan, approve and schedule posts, see what worked and keep the comments clean.
- [Scheduler and post approval](https://docs.instaforge.app/content/scheduler-and-approval.md): Plan posts, carousels, reels and stories, and let the business owner approve them first.
- [Content planner](https://docs.instaforge.app/content/content-planner.md): Post ideas for the coming weeks, based on what worked on this account.
- [Post results](https://docs.instaforge.app/content/post-results.md): How each post, reel and story did, and which ones brought customers.
- [Comment moderation](https://docs.instaforge.app/content/comment-moderation.md): Spam, scams and insults are hidden as they arrive. Unhappy customers are flagged for a personal reply.
- [WhatsApp and Messenger](https://docs.instaforge.app/whatsapp-and-messenger.md): The same assistant, with the same knowledge, rules and question flows, on WhatsApp and Facebook Messenger.
- [Your client portal](https://docs.instaforge.app/client-portal.md): What business owners see when they sign in, and what they can do themselves.
- [Running the agency](https://docs.instaforge.app/running-the-agency/overview.md): Billing, monthly reports, users, branding, backups and working with AI agents.
- [Agencies and the platform owner](https://docs.instaforge.app/running-the-agency/agencies.md): Run several agencies on one platform: add them, limit their bots and features, step in to help, and pause them.
- [Billing](https://docs.instaforge.app/running-the-agency/billing.md): What each client owes this month, payment links, reminders and receipts.
- [Reports and connections](https://docs.instaforge.app/running-the-agency/reports-and-connections.md): Insights, the monthly report for the client, and sending leads to Telegram and Google Sheets.
- [Users, analytics and bulk changes](https://docs.instaforge.app/running-the-agency/users-and-analytics.md): Manage your team's access, see how the platform is used and change many clients at once.
- [Branding](https://docs.instaforge.app/running-the-agency/branding.md): Put your own name, logo and colour on the platform, and fill in your legal details.
- [Custom domains](https://docs.instaforge.app/running-the-agency/custom-domains.md): Give a client their own address, like portal.their-site.com, for their portal, website chat, booking page and shop.
- [Backups and monitoring](https://docs.instaforge.app/running-the-agency/backups-and-monitoring.md): Nightly encrypted backups and a check every minute that everything is running.
- [AI agents (Claude)](https://docs.instaforge.app/running-the-agency/ai-agents.md): Let Claude build and manage assistants for you, straight from a chat.
- [Playbooks](https://docs.instaforge.app/playbooks/overview.md): Ready-made set-ups for common kinds of business.
- [Beauty salon](https://docs.instaforge.app/playbooks/beauty-salon.md): Hair, nails, beauty, massage and barbers. Fill the calendar and cut no-shows.
- [Restaurant or café](https://docs.instaforge.app/playbooks/restaurant-cafe.md): Reservations, menus, opening hours and takeaway orders.
- [Online shop](https://docs.instaforge.app/playbooks/online-shop.md): Product questions, orders, delivery and stock.
- [Coach or expert](https://docs.instaforge.app/playbooks/coach.md): Coaches, consultants, teachers and course creators. Qualify leads and book consultations.
- [Tips and ideas](https://docs.instaforge.app/tips-and-ideas.md): Small things that make a big difference.
- [FAQ and troubleshooting](https://docs.instaforge.app/faq.md): Answers to common questions, and what to do when something doesn't work.


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