SETUP GUIDE · AGENCIES

Set up Askenly to run every client’s Instagram from one login

Agencies use every step: Catch, Qualify, Talk, Capture, Book and Follow up, for each client. Each client’s Instagram account keeps its own automations, contacts, chats and posts, and you switch between them from the header. Here is the order to set it up in.

Your setup, step by step

Connect one client first and build a template you can repeat for the rest.

  1. Connect your Instagram account

    Sign up free, then connect Instagram with Instagram’s own sign-in. You need a Business or Creator account; no Facebook Page is needed. Askenly uses Instagram’s official API, so your account stays yours.

  2. Connect each client’s account

    In Settings, under Channels, connect another Instagram account for each client. Each account keeps its own contacts, chats, automations and posts, and the header switcher picks which one you’re working on.

  3. Invite your team

    Add teammates with the role they need, so account managers can work in the Inbox without changing billing or settings.

  4. Build each client’s automations

    Pick the goal for each campaign: Deliver something, Grow your audience, Answer questions, Book an appointment or Get more sales. Start from a comment, a Story reply or a DM.

  5. Fill in each client’s Business profile

    Replies and suggested drafts use only the facts saved for that business, so every client’s answers stay accurate and separate.

  6. Test on the client’s account

    Comment each keyword from another account before the campaign goes live, and check the run on the automation page.

Talk: hand chats to the right person

The Inbox shows every chat that needs a person, with the reason.

Hand-off with a reason

Asking for a person, an unanswered question or a booking reply moves the chat to Assigned, and automations pause for that person while your team replies.

Suggested replies

Handed-off chats get a one-click draft built from that client’s saved facts. It only fills the reply box; a person always sends it.

Alerts

Owners and admins get an email when a chat is handed off, so nothing waits until someone opens the dashboard.

Schedule posts and report per client

Schedule each client’s posts and Reels from Schedule, connected to an automation so the comments on launch day are answered from the first minute.

Home, Analytics and post insights follow the account selected in the header, so you can show each client the conversations, leads and bookings their own account produced.

Before a client campaign goes live

  • The client’s account is connected and active under Channels.
  • The header switcher shows the right client.
  • Their Business profile has the facts replies may use.
  • Every keyword was tested from a second account.
  • The right teammates can see the Inbox.

Setup questions from agencies

How many client accounts can I connect?

Starter includes 3 Instagram accounts, Growth 8 accounts and Scale has no limit.

Can clients see each other’s data?

No. Each account’s contacts, chats, automations and posts are kept apart, and only members of your workspace can see them.

Can I connect our own tools?

Yes. Workspace tokens let tools that speak MCP read your data and, on higher plans, create drafts and schedule posts.

Start free today

Connect Instagram and publish your first automation in a few minutes. No card needed.