Go live
Account ready, Instagram connected, sales playbook written. Time to run automated appointment setting.On the Automation page
Both need Instagram connected.
Soft launch checklist
1
Exclude personal chats
Settings → exclude friends, family, and spam so they never get a sales pitch.
2
Test a real DM
Message the business account from a test Instagram. Sync. Confirm the reply sounds like your brand.
3
Watch Needs you
Hot or low-confidence chats need a human appointment setter.
4
Invite setters (optional)
Volume coming? Set up Team Workspace.
What “live” looks like
- Leads DM from content, ads, or comments
- OnSet Digital qualifies, nurtures, and asks them to book
- Qualified leads get your calendar link
- Hot / stuck chats escalate to a human setter
- Control Center shows who’s booked vs still warming