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Getting started

Connect your first channel

What to connect first, and what to expect while Instagram is pending Meta review.

Most workspaces start with WhatsApp or Messenger — both connect in minutes from Channels → Connect, and work immediately for every account.

Instagram self-serve connection is currently gated by Meta App Review: a non-tester account gets a token that looks valid but silently fails on every call. See "Why is Instagram blocked?" for the honest detail and the working alternative while it is pending.

Once a channel is connected, the setup checklist on Home walks through the remaining steps — a flow, an automation, and your first lead.

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