how do I create my first campaign?

navigate to the campaigns page and click 'create campaign'. choose your objective type (venue booking, product promotion, or custom outreach), fill in the details, discover contacts, and activate. iris drafts personalized messages for each contact using AI.

how does contact discovery work?

iris uses Google Maps, web scraping, and social media to find leads based on your criteria. specify your target location, business type, and filters, and iris finds relevant contacts with emails and social handles for your campaigns.

how do I connect my social accounts?

go to settings and click 'connected accounts'. you can link Twitter and Instagram via OAuth. once connected, iris can send DMs and track conversations across all channels.

what are objective types?

campaigns are driven by objectives: 'book DJ gigs' and 'host events' for venue outreach, 'promote a product' for AI-analyzed product marketing with auto-generated target profiles, and 'custom outreach' for your own criteria. iris infers the right objective from your goal description in chat — you don't pick it manually.

how does AI message generation work?

when you activate a campaign, iris uses Claude to draft personalized emails for each contact. it considers the contact's business, your campaign objective, and any product analysis to write relevant outreach. you review and approve drafts before they're sent.

can I customize email templates?

yes. use variables like {{business_name}} and {{contact_name}} to personalize. you can also let the AI generate templates based on your campaign objective and target audience.

how do I import existing contacts?

go to contacts and click 'import'. upload a CSV with columns for business name, email, phone, website, Instagram, and address. download the template first to get the correct format.

what data sources does discovery use?

iris discovers contacts via Google Maps (location-based business search), social media platforms (Instagram, Twitter), and web scraping. each source returns different data — Maps gives addresses and phone numbers, social gives handles and follower counts.

what channels does iris support?

email (via SendGrid), Instagram DMs, and Twitter DMs. each channel has its own adapter for formatting, rate limits, and delivery tracking. the orchestrator picks the best channel per contact based on available handles.

what happens when someone replies?

replies are tracked in the unified inbox. email replies come through SendGrid inbound webhooks, Twitter and Instagram DMs come through platform webhooks. AI can help draft responses, which you review before sending.

what is the email sending limit?

message limits are per campaign, not global. starter: 360 messages per campaign, pro: 480, premium: 720. each campaign's cap scales with its contact size (12× contacts) to cover initial outreach plus follow-ups across email, instagram, and twitter. the number of campaigns you can create per billing period determines total capacity.

what plans are available?

iris offers starter, pro, and premium plans with monthly and yearly billing. each plan caps the number of campaigns and the size of each campaign (contacts and messages); AI drafting and response analysis are bundled in. see the pricing page for current rates.

how do I upgrade or cancel?

go to settings > billing to manage your subscription. you can upgrade, downgrade, or cancel anytime. cancellations take effect at the end of your current billing period.

does iris have an API?

yes. iris has a REST API at api.iris-ai.dev with 80+ endpoints covering campaigns, contacts, conversations, messages, discovery, AI, analytics, billing, and webhooks. authenticate with API keys (is_live_...) or agent payment protocols (x402, MPP).

how do I get an API key?

go to settings > API keys and click 'generate key'. choose the scopes you need (campaigns:read, contacts:write, etc.) and set an expiration. the raw key is only shown once — save it securely.

what are x402 and MPP?

x402 and MPP are agent payment protocols that let AI agents use the iris API without an API key. x402 agents pay per-campaign ($2.25). MPP agents buy credit packs (5 for $12.00). each campaign credit unlocks the starter envelope: 30 contacts and 360 messages, with AI drafting bundled in. credits never expire and are refunded if campaign creation fails.

how do I track campaign performance via API?

the analytics endpoints provide open rates, click rates, response rates, and conversions. filter by date range and campaign. webhook subscriptions can push events to your server in real-time.

channels

Instagram

DM outreach with reply threading and conservative pacing.

iris connects to your Instagram account and sends DMs that match the platform's tone — short, conversational, lowercase. delivery and read receipts come back automatically, and replies land in the same inbox as your email and Twitter conversations.

channel

social DM

pacing

conservative

best for

creator outreach, DTC partnerships

account connection

OAuth

features

AI-drafted DMs in Instagram voice

the same campaign brief gets a different treatment for Instagram — shorter, more conversational, no formal openers.

delivery and read receipts

iris flags when a DM is delivered and seen, so you know if a quiet thread was ignored or just unread.

conservative pacing

sends are paced well below platform thresholds and spread across the day to keep your account safe.

reply threading by handle

inbound DMs match the contact by Instagram handle and append to the existing conversation rather than starting a new thread.

secure account connection

connection tokens are encrypted at rest and refreshed automatically. revoke access from your Instagram settings at any time.

how it works

connect your Instagram account

sign into Instagram from the connected accounts page. iris stores credentials encrypted and only requests messaging permission.

select Instagram as a channel

when building a campaign, pick Instagram as the outreach channel. iris will only target contacts with a known Instagram handle.

review humanized drafts

drafts are short, lowercase, and channel-appropriate. approve, edit, or regenerate from the queue before anything sends.

track replies in the inbox

replies and read receipts flow back into the unified inbox alongside email and Twitter threads.

tips for Instagram

keep the first DM short — long openers read as automated
open with a specific reference to recent posts rather than a generic compliment
don't send to accounts that have never followed you back if you want to avoid the message-request folder
give 24+ hours between follow-ups — same-day reminders look spammy on Instagram

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