A better way to keep the conversation going.Meet your next sales teammate
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THE SYSTEM BEHIND YOUR NEXT SALE

Every conversation.
A clear next move.

Connect your channels. Deploy your AI sales assistant. Give your team one place to move every lead forward.

Set up my assistant ▶ See it in action
No-code workflows Your team in control
FOR CREATORS, SERVICE BUSINESSES & AGENCIES
A FIRST HELLO, MEET A CLEAR NEXT STEP.
Conversation preview•••
JD
Jordan Davis Instagram · Example lead
New enquiry
ILLUSTRATIVE DEMO · NO MESSAGES ARE SENT
GUIDE! I’d love to learn more.
Instantlify assistant
Here’s your getting-started guide. What’s the biggest thing you’d like to improve?
A comment. A connection.Your next customer starts with a hello.
✳
ONE WORKSPACE.
WHEREVER THEY SAY HELLO.
Instagram
WhatsApp
Messenger
Telegram
01 / A CONVERSATION THAT GOES SOMEWHERE

From a small interaction.
To a real opportunity.

Explore how a workflow responds, gathers context and gives your customer a next step. Click through an example.

Try the idea here. Configure the real workflow inside your workspace before turning on replies.

Conversation preview•••
JD
Jordan Davis Instagram · Example lead
New enquiry
ILLUSTRATIVE DEMO · NO MESSAGES ARE SENT
GUIDE! I’d love to learn more.
Instantlify assistant
Here’s your getting-started guide. What’s the biggest thing you’d like to improve?
02 / CONNECT THE WHOLE CUSTOMER JOURNEY

A lot happens after “hello.”
Keep it all in the loop.

Your assistant starts the conversation. Your workspace keeps the context. Your team decides what happens next.

01

Visual automations

Connect message blocks, buttons, conditions, delays and handoffs on a visual canvas. Start from a template, publish your workflow and inspect execution logs.

Keyword triggers · Branches · Templates
02

AI sales agents

Train an assistant on your business documents and FAQs. Guide enquiries through qualification, use configured booking and payment tools, and review agent activity in the audit log.

Knowledge base · Tools · Human oversight
03

A connected inbox & CRM

Manage conversations across your connected channels. Assign teammates, add internal notes, update stages and tags, merge contacts and hand off AI conversations to a person.

Assignment · Lead stages · Segmentation
04

Voice that feels personal

Use the ElevenLabs integration for AI voice replies and transcribe incoming voice notes. Voice delivery depends on your connected provider, channel and plan.

Voice replies · Transcription · Provider setup
05

Bookings & payment links

Connect your calendar, check availability and confirm appointments with your customer. Share payment links for your configured offers and track the next step in the funnel.

Google Calendar · Cal.com · Stripe
06

See what moves the needle

Follow the journey from first interaction to booking and payment. Break results down by channel and automation, and compare workflow variants with A/B experiments.

Funnel analytics · Attribution · Experiments
ListenComment, story or message
UnderstandIntent, context and knowledge
Take actionReply, tag, book or hand off
LearnReview your funnel
THE CHANNELS YOUR CUSTOMERS USE

Four channels.
One connected sales engine.

Explore the triggers, conversations and next steps available for each channel.

Let your content start the conversation.

Give the interest on your posts, stories and inbox a clear next step. Deliver resources, answer common questions and keep every enquiry in your CRM.

Comment-to-DM

Match a keyword in a comment and send a private reply with your offer or resource.

Story reply automation

Start a configured workflow when someone replies to your story.

Direct-message triggers

Turn recurring questions into a consistent first response.

Live-comment triggers

Use supported live-comment events to start your automation.

Buttons & links

Give customers a clear choice instead of a wall of text.

AI sales conversations

Use your knowledge base to qualify an enquiry, then offer a booking or human handoff.

YOUR LOGIC, WITHOUT THE CODE

Build the conversation.
Right down to the next step.

Start with a template or map out your own workflow. Every block gives you control over what the customer experiences.

Service enquiry flowIllustrative preview
When a message arrivesKeyword matches “consultation”
Send your first replyIntroduce your services and ask a question
Choose the next pathRoute based on the configured condition
Share the booking linkGive an interested customer a next step
Ready to preview

Start with a template

Choose a starting point for your resource delivery, service enquiries or follow-ups.

Connect the blocks

Arrange messages, buttons, conditions, delays and end steps on the visual canvas.

Control the timing

Use waits and delays to decide when your workflow continues.

Keep repeat interactions sensible

Configured cooldowns help prevent repeated starts for the same lead.

Publish and inspect

Enable your reviewed workflow and follow its execution in the logs.

Reuse what works

Import and export flows instead of rebuilding the same logic.

Create your first automation
AN ASSISTANT WITH BUSINESS CONTEXT

More than an answer.
A useful action.

Give your assistant the knowledge and tools to move a conversation forward. Review what it does and keep your team within reach.

Train on your own information

Add FAQs and business documents so replies draw on the context you provide.

Qualify the enquiry

Gather the customer’s needs and help identify the relevant next step.

Use configured tools

Check calendar availability, update CRM details and share configured offer links.

Respect the human handoff

Pass conversations to your team when the assistant reaches its limits.

Review activity and usage

Inspect recorded agent runs, tool calls and AI usage in your workspace.

Assistant previewExample only
YOUR BUSINESS KNOWLEDGE
Services & pricing.pdf
Customer FAQs
Appointment guidelines
EXAMPLE CUSTOMER QUESTION

“What’s included in a consultation?”

Answer using your services and FAQ context.
A SHARED INBOX. A CLEARER PICTURE.

Every message has context.
Every lead has a place.

Put the conversation and the customer record together. Your team can see the enquiry, its owner and the details that matter.

Unified inbox & CRMIllustrative workspace
CONTACT CONTEXT

Jordan Davis

InterestedService enquiry
Channel
Instagram
Assigned to
Sales team
Next step
Share service details
Internal note

Asked about our services. Follow up with the relevant package.

Shared conversations

Instagram, WhatsApp, Messenger and Telegram in one connected inbox.

Clear ownership

Assign enquiries, add teammate notes and manage human handoffs.

Useful customer records

Keep stages, tags, fields and contact history with the conversation.

Better organisation

Merge duplicate records, segment contacts and configure hot-lead alerts.

A MORE PERSONAL WAY TO REPLY

Give your assistant
a voice.

Use a configured voice provider to send AI voice replies. Incoming voice-note transcription helps your assistant understand supported audio enquiries, too.

AI voice responses

Generate spoken replies through your configured ElevenLabs integration.

Incoming voice context

Transcribe supported customer voice notes for the conversation.

Channel-aware delivery

Send through the media capabilities supported by your connected channel.

Plan and provider controls

Voice availability follows your plan and configured provider.

ILLUSTRATIVE VOICE MESSAGE
N

Sound like your business.

“Thanks for reaching out. Tell me a little about what you’re looking for, and we can find the right next step.”

This visual preview does not play or generate audio.
VOICE PROVIDERElevenLabsIntegration available
MAKE THE NEXT STEP EASY

From “I’m interested”
to “it’s booked.”

Give your assistant a configured booking or purchase path. Keep those actions attached to the customer journey.

Appointments, with confirmation.

Check calendar availability through a connected provider, help a customer find a suitable time and require confirmation before creating the booking.

  • Google Calendar and Cal.com connections
  • Availability checks through agent tools
  • Customer confirmation before booking
  • Bookings included in funnel analytics
Consultation requestedCheck availability → Confirm → Book
Example

The right offer, in the conversation.

Create your offers and connect Stripe. Your assistant can share a payment link for a configured offer, with the purchase reflected in your funnel.

  • Workspace offer management
  • Stripe-backed payment links
  • Configured offers available to the assistant
  • Payment and revenue tracking
Your configured offerShare link → Customer checkout → Record payment
Example
KNOW WHAT HAPPENS AFTER THE REPLY

Connect your activity
to the customer journey.

Review the funnel, compare workflow variants and keep your content and offers connected to your sales work.

Funnel analytics

Review the journey from comment or message to a reply, booking and payment.

  • Unique lead counts
  • Booking and payment stages
  • Revenue recorded in the funnel

Workflow experiments

Compare variants so you can understand which approach moves a conversation forward.

  • A/B workflow experiments
  • Automation-level breakdowns
  • Variant performance review

Content calendar

Plan and schedule supported channel posts from the workspace where you manage enquiries.

  • Calendar planning
  • Scheduled content
  • Supported channel publishing

Link-in-bio pages

Publish a page for your offers and record clicks from the people exploring your business.

  • Shareable public pages
  • Links to your offers
  • Bio click tracking
YOUR TEAM. YOUR CLIENTS. YOUR BRAND.

Build beyond
one business.

Keep clients organised in separate workspaces, control access and connect the systems your team uses.

Client workspaces

Separate data, channel connections and settings for each client.

Team roles & invitations

Invite collaborators and choose the access they need.

Workspace branding

Configure available branding and white-label settings for your agency.

API & signed webhooks

Connect external workflows using workspace API keys and verifiable events.

Data controls

Manage the available export, deletion, retention and access controls.

Audit visibility

Review recorded workspace actions and AI activity when you need context.

THE DETAILS, ALL IN ONE PLACE

Explore every feature.

Search 58 feature entries, browse by category and see the planned additions. Available features depend on your plan and configuration.

58 features shown

Automation

Comment-to-DM keywords

Deliver a private reply when a matching comment arrives.

Automation

Direct-message triggers

Start a workflow from a configured message keyword.

Automation

Story reply triggers

Continue the interest generated by your stories.

Automation

Live-comment events

Start workflows from supported live-comment events.

Automation

Visual flow canvas

Arrange and connect message and logic blocks.

Automation

Conditional branches

Choose the next path from configured conditions.

Automation

Delay and wait steps

Control when a workflow moves forward.

Automation

Buttons and choices

Help customers choose a clear next action.

Automation

Template marketplace

Start with a template instead of an empty canvas.

Automation

Flow import and export

Move configured workflows between environments.

Automation

Execution logs

Inspect how a workflow ran for a lead.

Automation

Lead cooldowns

Limit repeated workflow starts for the same lead.

AI & voice

Business knowledge base

Ground replies in your FAQs and uploaded documents.

AI & voice

Sales qualification

Gather relevant needs and context during a conversation.

AI & voice

Configured agent tools

Let the assistant use the tools you have enabled.

AI & voice

Voice-note replies

Use a configured ElevenLabs voice provider.

AI & voice

Incoming voice transcription

Make supported audio enquiries usable by the assistant.

AI & voice

Conversation handoff

Move enquiries to a person when needed.

AI & voice

Agent audit trail

Review agent runs and tool calls.

AI & voice

AI usage tracking

See recorded message usage against your plan.

Inbox & CRM

Omni-channel inbox

Bring connected channel conversations into one place.

Inbox & CRM

Conversation assignment

Give each enquiry an owner on your team.

Inbox & CRM

Internal notes

Keep teammate context separate from customer replies.

Inbox & CRM

Lead stages

Organise enquiries through your sales process.

Inbox & CRM

Tags and custom fields

Save the details that make a lead useful.

Inbox & CRM

Contact merging

Combine duplicate contact records.

Inbox & CRM

AI segmentation

Group your audience using configured AI analysis.

Inbox & CRM

Hot-lead notifications

Send configured alerts to your connected Slack workspace.

Sales & growth

Calendar availability

Check availability through configured calendar providers.

Sales & growth

Confirmed bookings

Require customer confirmation before making a booking.

Sales & growth

Offer management

Set up the offers your assistant can share.

Sales & growth

Stripe payment links

Send links for your configured offers.

Sales & growth

Funnel analytics

Follow leads from initial interaction through conversion.

Sales & growth

Channel breakdowns

Inspect your funnel by connected channel.

Sales & growth

Automation breakdowns

Review which workflow generated the next step.

Sales & growth

A/B experiments

Compare workflow variants and review results.

Sales & growth

Content calendar

Plan and schedule supported channel content.

Sales & growth

Link-in-bio pages

Publish your offers on a shareable page.

Sales & growth

Bio click tracking

Record clicks associated with your published bio page.

Team & platform

Separate client workspaces

Keep each client’s data and settings in its own space.

Team & platform

Team invitations

Invite the people who help manage customer conversations.

Team & platform

Role-based access

Choose who can manage your workspace and conversations.

Team & platform

Workspace branding

Configure the available white-label branding settings.

Team & platform

Public API keys

Connect approved custom systems to workspace data.

Team & platform

Signed outbound webhooks

Send verifiable events to external workflows.

Team & platform

Customer data exports

Export customer records through the available tools.

Team & platform

Data deletion and retention

Manage the available deletion and retention controls.

Team & platform

Encrypted credentials

Protect connected provider credentials at rest.

Team & platform

Workspace audit records

Keep a record of important workspace actions.

Sales & growth

Embeddable lead forms

Create, publish and embed forms with consent, response collection and CRM capture.

RoadmapPlanned

Abusive-comment moderation

Automated filtering and removal of abusive comments.

RoadmapPlanned

Deep-link destinations

A dedicated solution for in-app browser routing.

Sales & growthAvailable

Creator media kits

Publish a profile, manual audience figures, work links and collaboration offers. Live follower statistics require an eligible plan and an active, non-test Instagram account with provider permissions.

RoadmapPlanned

Website AI chat widget

An embeddable customer-support channel.

RoadmapPlanned

Generated video DMs

Personalised AI video-message generation.

RoadmapPlanned

Natural-language flow creation

Generate a workflow from a written instruction.

RoadmapPlanned

Dedicated phone-number management

A complete business-number lifecycle interface.

RoadmapPlanned

Follower verification gates

Dedicated follow-status checks and new-follower workflows.

Planned entries describe future work, not enabled capabilities.Explore your workspace
03 / BUILT AROUND YOUR WORK

Different businesses.
The same need to connect.

YOUR WORKFLOW, YOUR WAY

Give your audience somewhere to go.

Turn engagement on your content into thoughtful conversations. Deliver a resource, learn what someone needs and guide them toward your offer.

Build your first workflow
EXAMPLE WORKFLOW
1Comment on a post
2Deliver your resource
3Tag interests in the CRM
Share the next offer
04 / YOUR TOOLS, WORKING TOGETHER

Keep your favourites.
Connect the dots.

Connect the services your business runs on. Native providers and API connectors are labelled so you can see how each fits.

Instagram

Channel connection

WhatsApp

Channel connection

Messenger

Channel connection

Telegram

Channel connection

Google Calendar

Native integration

Cal.com

Native integration

Airtable

Native integration

Notion

Native integration

GoHighLevel

Native integration

Attio

Native integration

Slack

Native integration

ElevenLabs

Voice provider

OpenAI

AI provider

Stripe

Payment provider

Zapier

API / webhook connector

n8n

API / webhook connector

Make

API / webhooks

Live connections require provider accounts and configuration. Plan limits and provider fees may apply.

05 / MORE OF YOUR DAY, IN ONE PLACE

The little tools.
That make a big difference.

Give your conversations the support they need, without losing sight of what is available today.

Planned

Comment moderation

Automatic abuse filtering and deletion are not yet available in Instantlify.

Planned

Deep links

Opening destinations outside in-app browsers is a future addition.

Available

Creator media kits

Publish your profile, manual audience figures, work links and collaboration offers. Live follower statistics require an eligible plan and an active, non-test Instagram account with provider permissions.

Explore in your workspace
Available

Standalone form builder

Create, publish and embed forms with consent, response collection and CRM capture.

Explore in your workspace
Planned

Website chat widget

An embeddable support widget needs its own channel implementation.

Planned

AI video messages

Generated video DMs are not currently supported by the agent.

06 / CHOOSE YOUR LEVEL OF CONTROL

Start with a flow.
Add intelligence when you need it.

Two ways to handle the conversation. One workspace for your team.

Compare visual workflows and AI-assisted conversations in Instantlify
What you needVisual workflowsAI assistant
Predictable repliesMessages and buttons you writeAnswers from your business knowledge
Starting the conversationConfigured keyword and event triggersEnabled conversations and incoming messages
Choosing the next stepConditions and branchesContext and configured sales tools
Customer contextContact fields, tags and stagesKnowledge retrieval and CRM context
Booking and paymentsUse configured links in repliesCalendar checks and configured payment tools
Human oversightReview flows and execution logsHandoffs, audit logs and team control
How to beginChoose a template and publishAdd FAQs, configure tools and test
07 / LESS SETUP. MORE MOMENTUM.

Your first workflow starts here.

01

Make a little space

Create your workspace and choose one enquiry you want to handle better.

02

Give it your knowledge

Add your FAQs or choose a template. Try a local test conversation before connecting live accounts.

03

Let the conversation flow

Configure your providers, review the workflow and enable it. Keep your team ready for a handoff.

FIND YOUR FIT

Room for your next chapter.

Start with what you need. Grow from there.

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Open the full pricing page
A FEW GOOD QUESTIONS

Before you
say hello.

Visit the help centre
What does Instantlify do?

Instantlify connects sales conversations, visual automations, an AI assistant, your CRM, bookings and payment links in one workspace. Start with one workflow and expand as your business needs grow.

Which channels can I connect?

The app supports Instagram, WhatsApp, Messenger and Telegram adapters. Live messaging requires your provider credentials, permissions and, for Meta channels, the relevant app review. A local test provider lets you explore before connecting.

Do I need to know how to code?

No. Build automations visually, start from templates and add your own business knowledge. Connecting external services may require accounts and provider approval.

Can my team take over from the AI?

Yes. Assign a conversation, add internal notes and switch to a human handoff. The assistant’s tool calls and activity are recorded so your team can review what happened.

How do voice replies and bookings work?

Voice replies use a configured voice provider. Bookings use your connected calendar and require customer confirmation. Neither sends audio nor books a real appointment from this landing-page demo.

Can I manage agency clients?

Yes. Separate client workspaces, team roles and branding tools are available in the app. Check the live plan cards for your account, seat and usage limits.

Are all tools included in every plan?

Features and limits depend on the plan. The pricing section loads the current catalogue from Instantlify, including AI usage, contacts, connected accounts, voice and integration availability. External providers may charge separately.

What about privacy and customer data?

Instantlify includes tenant-scoped access, encrypted provider credentials, audit records and customer data export and deletion tools. Configure retention and connected providers to suit your business requirements.

A LITTLE CONVERSATION. A LOT OF POSSIBILITY.

Your next customer
starts with a hello.

Make room for the work you love. Let Instantlify help with the follow-up.

Get started with Instantlify