Instantly Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What are you trying to do?

   • A) Build an API/webhook integration — push leads into a campaign, sync reply/opportunity events out
   • B) Fix deliverability — warmup looks healthy but emails land in spam, inbox placement, secondary domains
   • C) Configure a module — campaigns/sequences, email accounts/warmup, Unibox, Lead Finder, CRM
   • D) Understand cost — the $47 headline vs the real stack (Credits + CRM as separate paid products)
   • E) Generate a v2 API key (v1 keys don't work on v2) or pick a plan
   • F) Fix a problem — DFY domains arriving burned, support delays, buried settings

2. API or strategy? A concrete Instantly API/webhook/config task → stay here. A cross-tool strategy question (deliverability, sequence copy, list building) → route in Step 2.

Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.

Step 2 — Route or answer directly