01
A precise job
Choose customer replies, comments → DM, website conversations, booking or another supported playbook instead of starting from a blank prompt.
AI Assistants
Connect a customer account, choose the job DMtoLead should handle, train it with approved knowledge and activate only after testing.
DMtoLead product view
Current UI
Customer-facing AI
AI Assistants
Connect a customer account, choose the job DMtoLead should handle, train it with approved knowledge and activate only after testing.
IG
Healthy@northstarshop
Instagram · Business
Direct messagesActive
Comments → DMSet up
WA
Healthy+90 555 000 00 00
WhatsApp · Cloud API
Customer messagesActive
Human handoffReady
Code-rendered product view based on the current DMtoLead interface. Example data only.
The new mental model
An account is where customers contact you. An assistant is the job DMtoLead performs on that account. One Instagram account can have separate assistants for direct messages and comments → DM.
What an assistant controls
02
Shared training
Attach the right business brain, files, knowledge sources, voice and approved corrections. Training can improve several assistants at once.
03
Safe activation
Review the connected account, instructions, knowledge and escalation rules. Nothing needs to go live before you approve and test it.
Create an assistant
- 1
Connect the customer account
Open AI Assistants and connect Instagram, WhatsApp, Messenger, Telegram or Website chat. Confirm that the account shown is the account customers actually use.
- 2
Choose what it should do
Select the job under that account. For Instagram, direct-message replies and comments → DM are separate jobs, so each can have its own rules and activation state.
- 3
Add knowledge and boundaries
Choose the business brain and data sources it can use. State what it may promise, what information it must collect and when a human must take over.
- 4
Test, review and activate
Try normal questions, missing-information cases and risky edge cases. Activate only when the answers and handoff behavior match your operating policy.
A useful first test
Ask a real customer question that requires both business knowledge and a boundary. Then verify the answer, source usage and handoff decision in Conversations.
I need this tomorrow, but I am not sure which option fits. Can you recommend one and confirm delivery?
Operating rules
- Keep each assistant narrow enough that its success can be tested.
- Use Training for facts and corrections shared across assistants; use the assistant page for job-specific behavior.
- Connect only the sources this assistant needs. Contradictory sources create avoidable ambiguity.
Need help? Message us in the website chat or email support@dmtolead.com. dmtolead.com