PRACTICAL GUIDE · DEALISM

Set up the base. Then update only what changes.

A visual path to create the agent, teach it your business, connect Instagram and WhatsApp, and test the automation before sending more traffic.

Overview ↓Open our real test →

START WITH THE FOUNDATION

Build the base before automating.

Connect channels after account, agent and knowledge are ready. This lets you validate one thing at a time.

Create your account

Verify your email

If verification is requested, confirm the email before continuing.

Create your Agent

Define its name, brand, product/service and primary objective.

Teach your business

Add real knowledge: website, materials, FAQs, products, prices and policies.

INSTAGRAM · COMMENT → DM

One simple automation to start.

For Comment-to-DM, choose the content, define the trigger condition and write the opening message. AI can then continue open-ended questions.

Connect Instagram

Open Channels and connect Instagram DM through Meta permissions.

Choose the post or Reel

Define where the automation should watch comments.

Set the keyword and message

Choose the keyword and the public/DM opening response.

Test before adding traffic

Leave a real comment and confirm the DM arrives and the conversation continues correctly.

Use the connection path that fits your business.

Start with the available WhatsApp App route when eligible. WABA is a different business setup and may require Meta Business.

Open the WhatsApp menu

On Android use the menu; on iPhone open Settings.

Open Linked devices

Choose the option to link a new device.

Scan the QR

Use WhatsApp on your phone to scan the QR displayed by the integration.

WABA is a separate route

For the official WhatsApp Business API, follow Meta’s business onboarding flow.

AI CONTROL

Start with Copilot. Use Autopilot after validation.

Copilot

AI helps draft or answer while you keep human review. Useful for early testing and improving knowledge.

Autopilot

AI answers automatically once rules, knowledge and limits are validated. Keep a clear human takeover path.

What stays configured and what changes

Configure initially

✓Account and agent

✓Initial knowledge

✓Instagram/WhatsApp connection

✓First trigger and message

✓Copilot/Autopilot mode

Update when needed

↻New products/services

↻Prices and conditions

↻Promotions and campaigns

↻FAQs and policies

↻Adjustments after real conversations

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