DocsIntroduction

Welcome to DMtoLead

DMtoLead is an omnichannel AI inbox for Instagram, WhatsApp, Messenger, Telegram and your own web chat — one autonomous AI brain across every channel, grounded in your live product data.

These docs cover everything you need to get a DMtoLead workspace from empty to answering real customer messages: connecting channels, plugging in your data sources, configuring how your AI replies, and deploying the chat widget on your own site.

If you're brand new, the 5-minute quick start is the fastest path to your first AI reply.

How DMtoLead works in one paragraph

A customer sends a DM on Instagram (or a WhatsApp message, or a comment under your Reel). The platform's webhook hits DMtoLead, we drop it in a unified inbox, and your automation — an AI assistant with a personality, knowledge base and linked data sources — reads the message, looks up whatever it needs (your live Shopify catalog, your Google Calendar, your knowledge base), and writes a reply. Same logic on every channel; one configuration, one AI brain.

Start here

Conventions in these docs

  • Workspace — your top-level DMtoLead account.
  • Automation — a configured AI assistant (personality + knowledge base + linked data sources).
  • Channel — Instagram, WhatsApp, Messenger or Telegram connection.
  • Credit — one automated reply sent on your behalf (see pricing & credits).
  • RAG source — a live data source (Shopify, Google Sheets, etc.) your AI can pull from while replying.

Get help

Stuck? Email support@dmtolead.com or message us on the chat widget at the bottom of any page on dmtolead.com — you'll be talking to DMtoLead running on its own product.