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Documentation
Everything Instant can do
Channel setup, the shared inbox, CRM, campaigns, automations, AI agents, billing, and the API — every option explained in detail, in the same terms the product itself uses. Start with Getting started if you're new.
Getting started
Channels
Conversations & CRM
Shared inbox
Conversations, assignment, tags, filters, and the 24-hour window.
Read moreContacts
Contact fields, custom fields, tags, and duplicate handling.
Read moreSegments & lists
Dynamic rule-based segments versus static, manually built lists.
Read morePipelines & deals
Kanban deal stages, deal value and currency, and the sales CRM.
Read moreGrowth
Automation & AI
Account
Developers
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