Welcome
Here's your day at a glance.
No conversations here yet.
Select a conversation to start.
Appointments your setters have booked in
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Manage your setters, set their names, and grant each person access to the areas they need
Share this link. They fill in their details and set their own password, then appear below for you to approve and grant areas.
See a setter's conversations, who they're working, and their daily outreach
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Scan recent comments for rule matches
How to review & teach the bot
- The reply box is pre-filled from your rules. Edit it however you like.
- Wrong type of reply? Tap a Reclassify button (e.g. → reset) to swap to that response.
- Teach it: after reclassifying, tap a word under "Teach a trigger" (e.g. "affirmations") so similar comments auto-classify next time. Pick a distinctive word so it doesn't over-match.
- ✨ Draft with AI or Refine to reword; Shuffle for another template.
- Approve sends one reply immediately. Select ready replies, then Queue ready replies to post them safely in the background.
Scan comments to build your review queue. Check the suggested replies, skip anything unsuitable, then approve individually or queue the selected replies.
Hands-off auto-posting of reset replies, every 6 hours
Status: …
When on, your comments are scanned every 6 hours and auto-posts your template reply (not AI) to comments matching the reset rule only, respecting your daily cap and per-run limit, and skipping anything already handled. This is the same job your Mac bot used to do.
Auto-updates every Monday
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From your YouTube + Instagram comments
Click Analyse comments to surface recurring themes from your YouTube + Instagram comments, or 💡 Reel ideas from comments to turn what your audience is asking into new reel ideas (saved to your Reel Ideas tab, visible to Claude Desktop). Takes about 30 seconds.
Learned from your real post performance, stored and growing
Click Calculate to work out the best posting time for each day from your real post performance. Every post you publish is saved to a growing history, so these recommendations sharpen the more you post.
Proven reels worth re-posting
Click Find picks to surface your best-performing reels that are old enough to re-post, when most of your newer followers never saw them the first time. Ranked by proven views, weighted for retention and time since posting. Saved to a ♻️ Repost Picks tracker tab that Claude Desktop can read too.
Drafts new and improved reel scripts from your real performance + Content Library, in your voice.
Studies your top reels by views and retention, then writes new hooks in the patterns that already win.
Save scripts here, then copy them all into one file.
No saved scripts yet. Generate scripts above and click "Save to batch".
Post one 9:16 video to YouTube Shorts + Instagram Reels
⚙ Auto-find files: pick your videos folder once
Connections
The Instagram connection also enables receiving DMs in Conversations.
Scheduled
Recent publishes
Your content planning grid
The Claude key powers AI drafting and Insights
How shared conversations behave for you and your setters
After hitting Send, a message is held this long with an Undo button before it's delivered. Applies to every setter. A delivered message can't be retracted from Instagram, so this is the window to catch mistakes.
Uses your connected Instagram (Settings → Publisher) with Meta's 7-day human-agent window instead of ManyChat's 24 hours. Turn on only after Meta approves the app's messaging permissions; ManyChat/GHL stay as automatic fallbacks either way.
Looks up each nameless direct-Instagram contact's @handle and folds it into the existing conversation for that person (messages combined, duplicate removed). Safe to run again any time.
Leads are assigned only when ManyChat hands them off at the right moment, never automatically on an early message (free-course requests, “yes”, etc.). If a handoff comes through without a specific setter named, this hands it to the least-busy setter (admins skipped). With it off, an unnamed handoff stays unassigned for an admin to route.
Every 20 minutes, the app reads unassigned threads and uses AI to spot the ones that are a genuine back-and-forth conversation, then hands those to the least-busy setter. Early-funnel chatter (free-course requests, one-off replies) is left alone. It also reads where the lead says they are and skips clearly low-conversion regions, so call slots go to qualified people. Engaged leads who haven't said where they are still come through.
Ticked setters receive auto-allocated leads (unnamed ManyChat handoffs and the AI scan). Untick someone to pause new allocations to them. Named handoffs always go to the person named.
The regions worth getting on a call. Leave blank to use the sensible default (US, UK, Canada, Australia, NZ, Western Europe, plus high-income hubs like the Gulf, Singapore and Hong Kong). Leads outside these in a low-conversion region get a low-priority tag instead of being handed over.
What you sell and how the AI describes your brand
Shown on products, sales, revenue and pay. Recorded sales keep their numbers.
Used on the Calls screen to record what was sold. The sale value is stamped when a deal closes, so editing here never changes past sales.
For things you send mid-call: payment pages, contracts, booking pages. One tap on the Calls screen copies the link, ready to paste to the customer.
Used by the conversation scanner, the AI reply drafter and the pre-call briefs. Leave blank for the default.
The ✨ Write captions button in the Publisher weaves the CTA into every caption. Instagram never gets a raw link (it would not be tappable anyway), so there it uses the wording above or points to your link in bio.
Replies to Email-channel contacts (your website form) are sent as real email with the subject "Re: [their topic] - from name". The provider API key lives on the server, not here.
🎨 The app's name, tagline, logo and icons are per-install files (brand.js plus the image files), so they can't be changed from here.
Booked-call imports and the setters' availability panel
Checking connection…
Connect verifies the token, links your account and imports your bookings. After that, new bookings sync in by themselves.
In Calendly: Integrations & apps → API & webhooks → create a personal access token. It's stored on the server and never shown again.
Ticked calendars appear in the availability panel on the Calls screen. Untick the ones the team shouldn't offer. (Unticking every one shows them all, so the panel can never go blank by mistake.)
Signed in as —
Get pinged when a lead lands or replies.
1. In your authenticator app (Google Authenticator, Authy, 1Password) choose “add account → enter a setup key”, and paste this key: