How to use HyperDM
Find answers to all your HyperDM questions, from Instagram automation and the AI agent to flows, campaigns and billing.
Start here
The six things most people set up first.
How-to · Getting startedHow to connect Instagram
How-to · Instagram automationsHow to set up comment-to-DM
How-to · Instagram automationsHow to set up keyword triggers
How-to · AI agentHow to set up the AI sales agent
How-to · Instagram automationsHow to set up welcome prompts
How-to · FlowsHow to build your first flow
Find a guide
60 guides and references, by topic.
Getting started
From sign-up to your first answered DM — the setup, the vocabulary, the home screen.
- Getting startedFrom sign-up to your first sent link, one screen at a time: write the reply, connect Instagram, choose a post, turn it on and test it — or set up the AI.
- How to connect InstagramConnect your Instagram professional account to HyperDM from the setup page or from Settings, then check that the Instagram card says Connected.
- How to switch to a professional accountCheck whether your Instagram is a Business or Creator account, and switch a personal one in the app or on instagram.com so it can connect.
- Core conceptsThe vocabulary HyperDM runs on: conversations, the 24-hour window, consent, grounded answers, the compliance gate and which trigger wins.
- Home: your dashboardYour home screen: draft an automation with AI, quick actions, your latest posts and which have an automation, your numbers, usage, Recents and Quickstarts.
- WorkspacesWhat a workspace is, how to switch between them, pin the ones you use, hide the rest and create a new one for a second brand or client.
- Help assistantThe help assistant in HyperDM's Help menu: what it knows, what it refuses to answer, and how your thumbs-up and thumbs-down votes make it better.
Instagram automations
Comment-to-DM, keywords, story replies, welcome prompts and the main menu, step by step.
- How to set up comment-to-DMReply to a keyword in your comments with a public reply and a DM that carries the link, step by step in the builder, then test it from a second account.
- How to set up keyword triggersAnswer a DM that contains a keyword with the right reply and link, straight from the builder, with the matching rules and the priority order explained.
- How to set up intent recognitionSend a saved DM when a message is worded close to a description you write, instead of a keyword, and test it from a second account before you rely on it.
- How to set up story reply automationsTurn a reply to your story, or a mention in someone else's, into a DM with the link — two triggers, built the same way and tested from a second account.
- How to set up welcome promptsShow up to four tappable questions when someone opens your DMs for the first time, and answer them with a saved DM — Instagram's conversation starters.
- How to set up follow-to-DMPrepare a welcome DM for new followers now: it saves as a draft until Instagram grants follow events. Gate on following today with a flow's Follow gate.
- How to set up the Instagram main menuBuild the persistent menu inside every Instagram DM thread — up to 20 items pointing at a link, a flow or an automation — save it and push it to Instagram.
- AutomationsThe guided builder: all six triggers, every field, the preview, drafts and publishing, results, priority, search, folders, testing and the trash.
- Comment-to-DM on Instagram adsComment-to-DM on Instagram ads from the offer to the first DM: the build, boosting versus Ads Manager, testing it and what is not covered.
- Growth toolsThe Growth tools shortcuts to comment-to-DM and keyword triggers, what each one opens in the builder, and what is not built yet.
AI agent
Teach it, brief it, guard it, test it — and switch it on when you're ready.
- How to set up the AI sales agentTeach the agent, draft its voice, check its sample replies, set its guardrails, test it, activate the revision you tested, then let it answer DMs.
- How to add knowledge and sync your catalogGive the agent something true to answer from: paste FAQs, crawl your site or sync Shopify, review the passages, and add the products it can quote.
- How to set up conversation goalsGive the agent one nudge to add after it answers — a link, an email ask or a follow invite — at most once per person in any 24 hours. On all plans.
- How to set up AI comment repliesLet the agent reply publicly to clearly positive comments under your posts, in your voice, from a tone note and a few example replies. The rest stays yours.
- The AI agentConfiguring the AI agent: the master switch, the voice you draft, test and activate, the objectives it nudges toward, and the knowledge it answers from.
- Trust & GuardrailsSet the checks every AI reply goes through: a discount cap, forbidden claims, refund escalation, hand-off when stuck, and proactive product cards.
- AI PlaygroundDry-run the answers your draft configuration would give, read the four diagnostics under each one, close a knowledge gap and retest the same question.
Flows
The visual canvas, templates, shared flows and the media you send from them.
- How to build your first flowOpen the canvas, start from a template or a description, add and connect steps, run the design checks and the preview, and set the flow live.
- Flow builderThe visual canvas end to end: every node and block type, connecting, design checks, preview, publishing, templates, sharing and the keyboard shortcuts.
- How to add or find rows in Google SheetsConnect a Google account, then use a Google Sheets step in a flow to add a row for each person or look them up — with a test before anything is written.
- How to start flows from Hotmart purchasesConnect Hotmart, verify its webhook with a test event, then start an Instagram flow when a contact's purchase is approved or their checkout is abandoned.
- Ask an AI model in a flowComing soon: connect your own ChatGPT, Claude or DeepSeek key, then add an Ask an AI model step that answers in your format — or takes Didn't work.
- Community flowsThe shared-flow gallery: browse what other merchants have published, install a flow into your workspace, and share one of your own.
- Media libraryVoice, video and documents for your flows: record, upload, transcripts, renaming, storage limits and how to attach media to a message.
- How to count conversions with conversion eventsName the results your flows count — a booked call, a paid deposit — log them with a Log conversion step, and read the totals in Analytics.
Inbox & contacts
Working conversations by hand, taking over, and the audience behind them.
- How to import contactsBring contacts in from a CSV: match the columns, check a dry run that lists every problem, import, then download the rows that didn't make it.
- How to bulk actions on contactsSelect rows or everyone matching a filter, pick an action under More actions, confirm the count, then watch it run and read the outcome.
- How to work the Inbox as a teamShare the Inbox with a team: assign conversations to people or groups, complete and reopen them, write internal notes, label them and save views.
- How to export your contactsDownload your contacts as a CSV with their tags, fields and permission, or as a file for a Facebook or Instagram custom audience.
- How to see how your team repliesRead your team's first reply times, completions and assignments by teammate, open the conversations behind any number, and export the same report.
- How to link one person's channelsWhen the same person messages you on two channels, link their records so they're one person: tags and fields shared, permission kept per channel.
- The InboxWorking conversations by hand: emoji, files, voice messages, scheduled replies, saved replies, starting an automation, taking over and snoozing.
- ContactsYour audience: tags, custom fields, filters, segments and bulk actions, each contact's permission, and adding, importing, exporting or erasing contacts.
Campaigns
Broadcasts, sequences, rules, link tracking, analytics and the catalog they sell from.
- How to track link taps and see what convertsThe links HyperDM adds are tracked by default: where the taps show up, how to read them honestly, and how to send links exactly as typed where offered.
- How to build a drip sequenceBuild a drip sequence step by step: write or reuse each message, run a flow, set waits and send windows, check the timeline, go live and read Results.
- BroadcastsSend a one-off message to opted-in contacts in four steps: compose, choose the audience, decide on the 24-hour window and schedule it.
- SequencesBuild a drip campaign: steps and waits, the send window, reusing a message or running a flow, the timeline, step results, and how people join and leave.
- Automation rulesEvent automations: when a tag is added, a field changes or a date arrives, run an action once per contact, with every rule visible in one list.
- Set up email from your own domainComing soon. Connect your email provider, verify a domain, publish DMARC, send a test and set a monthly limit — all before HyperDM can send any email.
- AnalyticsThe seven Analytics tabs, the range control, every metric and card, the activity log and CSV downloads, and which parts each plan or role unlocks.
- Write and send an emailComing soon. Build an email template, check who will actually receive it, send or schedule it — and read what happened afterwards, including who unsubscribed.
- ProductsThe catalogue the agent quotes and sells from: add a product, the Active checkbox, buy links, Stripe payment links and syncing from Shopify.
- Send WhatsApp templatesWhere WhatsApp is on: see which templates Meta approved and HyperDM can send, fix a rejected one, send a test, and resume a paused broadcast.
Account & billing
Settings, plans, roles, workspaces and the audit trail.
- SettingsThe settings tabs: channels, main menu, commerce, integrations, billing, referrals, team, workspace & links, notifications, security, API & webhooks, Profile.
- Plans and billingEvery plan and what it includes, each gate, overage protection, a monthly ceiling, AI credits, what stopped your replies, and how to upgrade, pause or cancel.
- Roles and permissionsThe six workspace roles, what each may do, what you see instead of a control you lack, inviting teammates, changing a role and how seats are counted.
- How to give teammates the right rolePick a role for each teammate, change a role in place, and see who can do what — including the Editor and Viewer roles.
- OrganizationThe agency surface: client workspaces, pooled conversations, who pays, deploying a recipe to every client at once and the client report.
- Activity logThe audit trail: every send, every compliance check and every settings change, what a single row tells you and how far back it reaches.
- Developers, the API and installed appsAPI keys, installed apps and the apps you build: permissions, revoking access, the API's endpoints, pagination, errors, limits and review.
- How to report conversions to MetaConnect your own Meta dataset, review what is sent, send a test event, then report the leads and purchases HyperDM records through Meta's Conversions API.
- How to read your error logFind what failed, what each level means and what to do, retry a failed webhook or integration run, and read Instagram, Facebook and WhatsApp restrictions.
Troubleshooting
Why it didn't fire, why it said “I don't know”, why a button is missing.
We’ve got your back
Every guide here is written from the product as it ships today, and the in-app assistant answers from the same pages. If you need an extra hand, a person is one ticket away.
Contact support
Send the team a message. It's saved when you send it, and any reply comes by email.
Get in touchAsk the in-app assistant
The Help bubble inside HyperDM answers from these same guides and links you to the right screen.
How it worksRead the blog
Playbooks and comparisons for selling in the DMs — comment-to-DM, migrations, pricing math.
Discover the blogTry HyperDM for free
Turn more comments and DMs into sales, leads and conversations today. 50 free conversations a month, no card.
Get startedNO CARD · 50 FREE CONVERSATIONS A MONTH · CANCEL ANYTIME