You can go from a fresh account to a live, automated conversation in about 15 minutes. There are three things to create, in this order: an offer, a sales agent, and an initiative.
Here is the whole path, using a fitness coach as the running example.
The shortcut, if you want it
Before you build anything by hand: Done for You Setup, at the top of your Action Items, writes drafts of the offer and the agent for you from your own sales pages in about two minutes. You still review and publish them, and you still create the initiative yourself, but it takes the blank page away.
Doing it by hand teaches you where everything lives, which is worth something on your first one. Both paths end in the same place. See Done for You Setup.
Before you start
Make sure your Instagram is connected. If it is not, do that first in Connect your Instagram account.
To follow along on your dashboard, open the Classic Setup item in your Action Items and click Open Checklist. The checklist shows each step with a time estimate and marks them complete as you go. It is just a shortcut for your first launch, though: everything it opens also lives in the sidebar (Offers, Sales Agents, Initiatives), and once you finish all three steps the checklist retires itself. The sidebar is the permanent home.
Prefer to be shown around first?
Right next to the checklist you will find three short guided tours, one each for offers, sales agents, and initiatives. Each one walks you through the real builder with narration, using a sample offer so you have something concrete to look at. Every row inside the checklist also has its own Take a Tour button, so you can watch the walkthrough for a step right before you do it. Take a tour first if you like learning by watching; the checklist will still be there.
Step 1: Create an offer (about 8 minutes)
Your offer is the thing you want people to buy or book. It gives your agent something concrete to sell.
- Click Offers in the sidebar (or Create an Offer from the checklist).
- Give your offer a name and price. For our coach, that might be "6-Week Shred Program."
- Answer the FAQ questions honestly; they become your agent's product knowledge.
- Set how it gets paid for and delivered.
Full details live in Create an offer.
Step 2: Build a sales agent (about 5 minutes)
Your sales agent is the assistant that actually talks to people. You give it a personality and a goal, and it runs the conversation.
- Click Sales Agents in the sidebar (or Create a Sales Agent from the checklist). Starting from a template is the fast way; it prefills everything. There are ten templates across five categories, so there is usually one close to what you sell.
- Name your agent and pick a tone that sounds like you.
- Point it at the offer you just made, and pick what a win looks like: booking a call or closing a sale.
- Publish it.
Full details live in Create your first Sales Agent.
Step 3: Set up an initiative (about 2 minutes)
Your initiative is the trigger that decides when your agent jumps in. This is what connects a comment or a DM to your agent.
- Click Initiatives in the sidebar and hit Build Initiative (or Create an Initiative from the checklist).
- Pick a trigger. A popular first one is "comment on a specific post," so anyone who comments on your shred reel gets a DM.
- Write the opt-in message, connect it to your agent, and publish.
Full details live in Build your first Initiative.
You're live
That is it. The next time someone comments on that post or sends the right DM, they get your opt-in message, tap the button, and your agent takes the conversation from there: qualifying them and guiding them toward your offer. New people show up in Contacts, and any sales show up in Earnings.
The checklist marks itself done once you have one offer, one agent, and one initiative in place.