The platform
Whoever runs InstaForge (on instaforge.app, that’s us) provides:- Hosting, updates, nightly encrypted backups and monitoring.
- The Meta app for Instagram. Agencies don’t create their own Meta app or go through Meta’s App Review to connect Instagram: every client logs in to their own Instagram account through the platform’s app.
- The AI connection, unless the agency uses its own AI key.
The agency
- Builds the assistant: knowledge, prices, rules, question flows (quick start).
- Tests it in the playground and with answer tests.
- Sends the business owner the connection link, and sets up WhatsApp or Messenger with them when they want those channels.
- Keeps it working after launch: the morning review, unanswered questions and the client’s questions about it.
The business owner
- Gives the facts the assistant needs: services, prices, opening hours, policies.
- Connects their own accounts from the link the agency sends (Instagram in a few minutes; see below for the others).
- Answers the conversations the assistant hands over, in their client portal or the inbox.
Each channel
WhatsApp and Messenger use a Meta app of the agency’s or the business’s own (see WhatsApp, Messenger and Telegram), because the number and the Page belong to the business.
What can delay a launch
- The Instagram account isn’t a Business or Creator account, or message access is off in the Instagram app. Both take a minute to fix (how).
- Meta hasn’t approved the platform’s app yet. Until then, only Instagram accounts added to the app as testers can connect. Ask the platform owner to add the account.
- WhatsApp: registering and verifying the number, and Meta’s review of the business name, can take a few days. Messages more than 24 hours after a customer’s last message need an approved template.
- Missing facts. An assistant without prices or opening hours hands most questions to a person. The go-live checklist lists what to collect.