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.

guides

beginnerchannels5 minutes

connect your Instagram account

enable Instagram DM outreach by connecting your account from settings.

steps

open settings → connected accounts

the connected accounts page lists every channel iris supports and the connection state for each.

click connect Instagram

iris redirects you to Instagram to sign in. you're signing in with your own Instagram account - iris doesn't ask for your password and never sees it.

approve the messaging permission

Instagram shows you what permission iris is requesting (the ability to send and receive DMs on your behalf) and asks you to approve. you can revoke this at any time from your Instagram settings.

if you have multiple Instagram accounts, make sure you're signed in to the right one before clicking connect.

confirm the connection

iris redirects you back. the connected accounts page should now show Instagram as 'connected' with your handle.

send a test DM

before running a campaign, send a DM to a friend's account or your own alt to confirm it works. you'll see the test message arrive on Instagram and the read receipt come back into the iris inbox.

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