InstaDM Boss Documentation

Complete guide to setting up and using InstaDM Boss for Instagram DM automation

1Install Extension

Install the InstaDM Boss Chrome extension to automate your Instagram DM outreach.

  1. Download the extension from the Chrome Web Store (or load unpacked from apps/extension/dist for development)
  2. Click the extension icon in your Chrome toolbar
  3. Click "Connect Account" to link your InstaDM Boss account

💡 Tip: Pin the extension to your toolbar for easy access by clicking the puzzle icon and pinning InstaDM Boss.

2Login + Organization Setup

Create your account and set up your organization.

  1. Visit /sign-up to create your account
  2. Complete the Clerk authentication flow (email or social login)
  3. Create or join an organization (required for multi-user teams)
  4. Your organization will be automatically provisioned with a Free plan

Free Plan Limits:

  • 100 leads max
  • 1 active campaign
  • 100 messages per month
  • 1 Instagram account

3Import Leads

Add leads to your database via targeting and filtering.

  1. Navigate to Get Leads
  2. Choose your targeting source (Followers, Likers, or Commenters)
  3. Drag and drop your CSV file or click to browse
  4. Map columns to fields:
    • handle (required) - Instagram username
    • firstName - First name for personalization
    • username - Display username
    • profileName - Profile display name
    • tags - Comma-separated tags
  5. Click "Import" to add leads

⚠️ Note: Leads are deduplicated by handle + org. Importing the same handle twice will update the existing lead.

4Create Campaign

Set up an automated message sequence for your leads.

  1. Navigate to /dashboard/campaigns
  2. Click "New Campaign"
  3. Settings Tab:
    • Campaign name
    • Daily cap (max messages per day)
    • Min gap between messages (seconds)
    • Sending window (e.g., 09:00 - 17:00)
    • Stop on reply (auto-pause when lead responds)
  4. Steps Tab:
    • Add message steps to your sequence
    • Set delay hours between steps
    • Use tokens: {firstName}, {lastName}, {username}, {profileName}
  5. Leads Tab:
    • Select leads to include in campaign
    • Filter by status or tags
  6. Click "Publish Campaign" to activate

5Start Extension

Activate the extension to begin sending messages.

  1. Open Instagram in your browser and log in
  2. Click the InstaDM Boss extension icon
  3. Verify you're connected (green status indicator)
  4. Click "▶️ Start Processing"
  5. The extension will automatically:
    • Fetch pending deliveries from your campaigns
    • Send messages with human-like pacing (±25% jitter)
    • Respect daily caps and sending windows
    • Stop automatically when cap is reached

✅ Success: Watch the "Sent Today" counter increment as messages are sent. Check the Logs tab for detailed activity.

6Safety Settings

Configure safety settings to avoid detection and respect limits.

  1. Click the extension icon → Options
  2. Daily Message Cap: Set max messages per day (1-500)
  3. Base Gap (seconds): Time between messages (30-300s)
    • ±25% jitter is automatically applied
    • Recommended: 60-120 seconds for safety
  4. Dry Run Mode: Test without actually sending
    • Messages are logged but not sent
    • Perfect for testing campaigns

⚠️ Important: Instagram has rate limits. Start with low daily caps (20-30) and gradually increase. Sending too many messages too quickly may result in temporary restrictions.

Additional Resources

📊 Analytics & Monitoring

Visit /dashboard/analytics to view campaign performance, daily activity, and reply rates.

🎯 CRM Board

Visit /dashboard/crm to manage leads with a drag-and-drop Kanban board (New, Contacted, Replied).

📥 Download Logs

Click the extension icon → Logs tab → Download button to export logs for debugging.

💳 Upgrade Plan

Need more capacity? Upgrade to Starter, Pro, or Enterprise plans for higher limits.