# Instasent - Platform guides (English) > Autocontained dump of every English guide under /platform/en. These are dashboard (no-code) guides for platform users, distinct from the developer API docs. Paste into an AI assistant or feed it to an agent as context. Source: https://docs.instasent.com/ --- URL: https://docs.instasent.com/platform/en/overview # Platform overview How the Instasent dashboard is organised — projects, audience, segments, campaigns, automations and the AI assistant. **Language:** en **Audience:** platform **Translation key:** platform.overview **Search keywords:** platform, dashboard, panel, overview, getting started, project, projects, audience, contacts, segment, segments, campaign, campaigns, automation, automations, ai assistant, connected apps, how instasent works **Related pages:** /platform/es/overview, /platform/en/ai-agents, /developers/product-api/connected-apps-and-oauth, /developers/getting-started/introduction, /developers/product-api/guide Instasent is a customer-communication platform. You collect contacts and the things they do, group them into audiences, and reach them over SMS — one message at a time or as a campaign. Everything in the dashboard hangs off a few core concepts. This page explains them and where each one lives. If you would rather drive Instasent from code, the same concepts are exposed by the [Product API](/developers/product-api/guide). The dashboard and the API act on the same data. ## Projects A **project** is the top-level container for your work. It holds an audience, the segments and campaigns built on top of it, your automations, and the settings that apply to all of them. Most organisations run one project per brand or product line. Everything below — audience, segments, campaigns — belongs to a single project. Switch projects from the selector at the top of the dashboard. ## Audience Your **audience** is every contact in a project, together with what you know about them: attributes (name, phone, locale, custom fields) and events (what they did and when). Each message you send also lands as an event on the contact's timeline, so the audience is both who you can reach and a record of how you have reached them. Contacts arrive in two ways: #### 1. From the dashboard Import a list or add contacts by hand for a quick start. #### 2. From your systems Stream contacts and events in continuously through the [Product API](/developers/product-api/guide) or the [Ingest API](/developers/ingest-api/guide). This keeps the audience in sync with your own database. ## Segments A **segment** is a saved, dynamic slice of the audience — "contacts in Spain who opened a campaign in the last 30 days", for example. Segments are defined by a filter over attributes and events, and they re-evaluate themselves: as contacts match or stop matching, the segment updates on its own. You target campaigns and automations at segments rather than at static lists. ## Campaigns A **campaign** is a one-off send to a segment: write the message, pick the audience, review, and send (or schedule it). Once it goes out you get delivery and engagement stats, and every send shows up on each contact's timeline. > **Tip**: Build the segment first, then the campaign. A campaign always points at a > segment, so a well-defined segment is half the work. ## Automations An **automation** sends messages in response to what contacts do, without you pressing send each time. A contact entering a segment, or a specific event arriving, can trigger a message or a sequence. Use automations for welcomes, reminders, and follow-ups that should run continuously rather than as a single campaign. ## AI assistant The dashboard includes an **AI assistant** that answers questions about your audience and helps you act on it — "how many contacts in Madrid?", "draft a reminder for cart abandoners". It reads your project data and these help guides, so its answers stay grounded in how Instasent actually works. External AI tools (Claude, ChatGPT, MCP clients) and OAuth-connected apps are described on [AI agents & MCP](/platform/en/ai-agents) — most connectors are **coming soon**. ## Connected apps **Connected apps** let external tools work with your Instasent data through a secure **OAuth** authorisation. You approve each app and can revoke it at any time. See [AI agents & MCP](/platform/en/ai-agents) for the product roadmap and [Connected apps & OAuth](/developers/product-api/connected-apps-and-oauth) for the developer guide (in progress). ## Where to go next - [Create an account](/developers/getting-started/create-an-account) - Set up your organisation and first project. - [Product API guide](/developers/product-api/guide) - Drive the same projects, audiences and campaigns from code. - [AI agents & MCP](/platform/en/ai-agents) - Embedded assistant, MCP, marketplaces, and OAuth apps. - [Use with AI](/developers/further-reading/use-with-ai) - Point an assistant at Instasent's docs and data. --- URL: https://docs.instasent.com/platform/en/ai-agents # AI agents & MCP Coming soon — working with Instasent through AI assistants, MCP clients and OAuth-connected apps. **Language:** en **Audience:** platform **Translation key:** platform.ai-agents **Search keywords:** ai agent, ai agents, assistant, mcp, model context protocol, claude, chatgpt, connected apps, oauth, agentic **Related pages:** /platform/es/ai-agents, /platform/en/overview Instasent is building an **agentic platform** — soon you'll be able to work with your audience and campaigns through AI assistants, MCP-compatible tools (Claude, ChatGPT and others), and OAuth-connected apps you approve yourself. > **Note**: **Coming soon.** This isn't available yet. Setup steps and connection details will be documented here when it ships. > **Tip**: Don't want to wait for MCP? You can already feed these guides to any AI > assistant as plain text — point it at > [https://docs.instasent.com/platform/en/llms-full.txt](https://docs.instasent.com/platform/en/llms-full.txt). For how the dashboard works today, see the [Platform overview](/platform/en/overview). --- URL: https://docs.instasent.com/platform/en/getting-started # Getting Started Set up your account, create a project, connect a data source and send your first SMS campaign. **Language:** en **Audience:** platform **Translation key:** platform.getting-started **Search keywords:** getting started, sign up, create project, first campaign, setup, onboarding, connect data source **Related pages:** /platform/es/getting-started, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/3674503-getting-started New to Instasent? These guides walk you through the first run end to end — from signing up to seeing how your first campaign performed. Follow them in order; each step builds on the previous one. ## Guides - [How to Sign up](https://help.instasent.com/en/articles/6648693-how-to-sign-up) - [1. Create a Project](https://help.instasent.com/en/articles/6652438-1-create-a-project) - [2. Connect a Data Source](https://help.instasent.com/en/articles/6652654-2-connect-a-data-source) - [3. Manage the Audience](https://help.instasent.com/en/articles/6652443-3-manage-the-audience) - [4. Create a Segment](https://help.instasent.com/en/articles/6652623-4-create-a-segment) - [6. View the performance of your campaign](https://help.instasent.com/en/articles/6652664-6-view-the-performance-of-your-campaign) - [5. Create and send a SMS Campaign](https://help.instasent.com/en/articles/6652663-5-create-and-send-a-sms-campaign) --- URL: https://docs.instasent.com/platform/en/campaigns # SMS Campaigns Create, send and price one-off SMS campaigns to your audience or an uploaded list. **Language:** en **Audience:** platform **Translation key:** platform.campaigns **Search keywords:** campaign, sms campaign, send sms, campaign cost, sender, unicode, upload numbers, custom attributes, emojis **Related pages:** /platform/es/campaigns, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/3686705-sms-campaigns A campaign is a one-off SMS send to a segment or an uploaded list of numbers. These guides cover building a campaign, what drives its cost, message length and Unicode, senders, custom attributes and emojis. ## Guides - [How to set up my first SMS campaign](https://help.instasent.com/en/articles/6680209-how-to-set-up-my-first-sms-campaign) - [How is the cost of my campaign calculated?](https://help.instasent.com/en/articles/6678816-how-is-the-cost-of-my-campaign-calculated) - [My first campaign: I just want to upload phone numbers](https://help.instasent.com/en/articles/8402928-my-first-campaign-i-just-want-to-upload-phone-numbers) - [I just want to upload phone numbers: my second campaign](https://help.instasent.com/en/articles/8403029-i-just-want-to-upload-phone-numbers-my-second-campaign) - [How to send a campaign directly from my Audience](https://help.instasent.com/en/articles/6678827-how-to-send-a-campaign-directly-from-my-audience) - [How to make audience exclusions](https://help.instasent.com/en/articles/7995070-how-to-make-audience-exclusions) - [What should I know about the text of my SMS?](https://help.instasent.com/en/articles/6678012-what-should-i-know-about-the-text-of-my-sms) - [What is the sender of my message and what limitations does it have?](https://help.instasent.com/en/articles/6678026-what-is-the-sender-of-my-message-and-what-limitations-does-it-have) - [How can I know if my SMS has unicode characters?](https://help.instasent.com/en/articles/6678084-how-can-i-know-if-my-sms-has-unicode-characters) - [Why does my message exceed 1 SMS?](https://help.instasent.com/en/articles/6678975-why-does-my-message-exceed-1-sms) - [How to add custom attributes to your text message](https://help.instasent.com/en/articles/6679015-how-to-add-custom-attributes-to-your-text-message) - [How to add emojis to my message and how much does it cost?](https://help.instasent.com/en/articles/6679130-how-to-add-emojis-to-my-message-and-how-much-does-it-cost) [Browse all 33 guides in the Help Center →](https://help.instasent.com/en/collections/3686705-sms-campaigns) --- URL: https://docs.instasent.com/platform/en/automations # SMS Flow Automations Set up event-triggered SMS flows — welcome, abandoned checkout, win-back, upsell and more. **Language:** en **Audience:** platform **Translation key:** platform.automations **Search keywords:** automation, flow, trigger, abandoned checkout, win-back, upsell, welcome flow, event, order shipped **Related pages:** /platform/es/automations, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/3686812-sms-flow-automations Automations send SMS automatically in response to what contacts do. Start with your first automation and triggers, then use the ready-made flow recipes — abandoned checkout, win-back, upsell, order shipped, reviews and others. ## Guides - [How to start my first automation](https://help.instasent.com/en/articles/6678995-how-to-start-my-first-automation) - [How to use triggers with custom events](https://help.instasent.com/en/articles/6678996-how-to-use-triggers-with-custom-events) - [How to Create a Flow for New costumers](https://help.instasent.com/en/articles/10040617-how-to-create-a-flow-for-new-costumers) - [How to Create the Abandoned Checkout Flow](https://help.instasent.com/en/articles/6678998-how-to-create-the-abandoned-checkout-flow) - [How to Create a Viewed Product Flow](https://help.instasent.com/en/articles/10508007-how-to-create-a-viewed-product-flow) - [How to Create the Customer Win-Back Flow](https://help.instasent.com/en/articles/10507105-how-to-create-the-customer-win-back-flow) - [How to Create the Order Shipped Flow](https://help.instasent.com/en/articles/10507938-how-to-create-the-order-shipped-flow) - [How to Create a “Thanks for a Purchase” Flow](https://help.instasent.com/en/articles/6679017-how-to-create-a-thanks-for-a-purchase-flow) - [How to Create a ''Client added to lists'' Flow](https://help.instasent.com/en/articles/10031842-how-to-create-a-client-added-to-lists-flow) - [How to Create the Review / UGC Flow](https://help.instasent.com/en/articles/12753093-how-to-create-the-review-ugc-flow) - [How to Create the Abandoned Site Flow](https://help.instasent.com/en/articles/12793472-how-to-create-the-abandoned-site-flow) - [How to Create the Upsell Flow](https://help.instasent.com/en/articles/12796542-how-to-create-the-upsell-flow) [Browse all 20 guides in the Help Center →](https://help.instasent.com/en/collections/3686812-sms-flow-automations) --- URL: https://docs.instasent.com/platform/en/audience # Audience & Segments Understand your audience, build and save segments, and manage individual contacts. **Language:** en **Audience:** platform **Translation key:** platform.audience **Search keywords:** audience, segment, filter, contact, user profile, subscribe, unsubscribe, predefined segment **Related pages:** /platform/es/audience, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/3687166-audience-segments Your audience is every contact in a project plus what you know about them. These guides explain the audience and profile views, how filters build a segment, predefined segments, and how to save, edit and subscribe or unsubscribe contacts. ## Guides - [Understanding the information shown in the Audience section](https://help.instasent.com/en/articles/6680136-understanding-the-information-shown-in-the-audience-section) - [How audience filters work to get a segment](https://help.instasent.com/en/articles/6680012-how-audience-filters-work-to-get-a-segment) - [Understanding the information shown in a user profile](https://help.instasent.com/en/articles/6680118-understanding-the-information-shown-in-a-user-profile) - [How to edit the information of a user attribute](https://help.instasent.com/en/articles/6680076-how-to-edit-the-information-of-a-user-attribute) - [Subscribe and unsubscribe users manually](https://help.instasent.com/en/articles/6680098-subscribe-and-unsubscribe-users-manually) - [How can I send a quick SMS](https://help.instasent.com/en/articles/9572069-how-can-i-send-a-quick-sms) - [Predefined segments](https://help.instasent.com/en/articles/8011023-predefined-segments) - [How to save a segment](https://help.instasent.com/en/articles/6680061-how-to-save-a-segment) - [How to edit or delete a segment](https://help.instasent.com/en/articles/6680064-how-to-edit-or-delete-a-segment) - [How to create a segment with the failed SMS messages from a campaign](https://help.instasent.com/en/articles/13687910-how-to-create-a-segment-with-the-failed-sms-messages-from-a-campaign) --- URL: https://docs.instasent.com/platform/en/integrations # Data Source & Integrations Connect data sources, map and import contacts and events, and keep them in sync. **Language:** en **Audience:** platform **Translation key:** platform.integrations **Search keywords:** data source, integration, import, sync, merge, mapping, contacts, events, connector, phone format **Related pages:** /platform/es/integrations, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/3687204-data-source-integrations A data source feeds contacts and events into your audience. These guides cover how the merge system works, mapping and formatting your data, phone-number format, key fields, tags, and connecting, reconnecting or removing sources. ## Guides - [How the merge system works](https://help.instasent.com/en/articles/6682905-how-the-merge-system-works) - [Introduce and map my data](https://help.instasent.com/en/articles/6680324-introduce-and-map-my-data) - [Data format and attributes](https://help.instasent.com/en/articles/6680343-data-format-and-attributes) - [What kind of activity can I see in a data source?](https://help.instasent.com/en/articles/6693347-what-kind-of-activity-can-i-see-in-a-data-source) - [What is the correct format for international phone numbers?](https://help.instasent.com/en/articles/6909441-what-is-the-correct-format-for-international-phone-numbers) - [What 'Key Field' means?](https://help.instasent.com/en/articles/6911751-what-key-field-means) - [How to create Tags when importing contacts?](https://help.instasent.com/en/articles/6682497-how-to-create-tags-when-importing-contacts) - [How to delete a single contact](https://help.instasent.com/en/articles/8489631-how-to-delete-a-single-contact) - [How to add unsubscribed contacts](https://help.instasent.com/en/articles/6683789-how-to-add-unsubscribed-contacts) - [How to reconnect a Data Source](https://help.instasent.com/en/articles/6693305-how-to-reconnect-a-data-source) - [How to delete a Data Source](https://help.instasent.com/en/articles/6693309-how-to-delete-a-data-source) - [How data synchronization works with connectors](https://help.instasent.com/en/articles/9909411-how-data-synchronization-works-with-connectors) [Browse all 51 guides in the Help Center →](https://help.instasent.com/en/collections/3687204-data-source-integrations) --- URL: https://docs.instasent.com/platform/en/sms # More about SMS SMS channel rules, use cases, regulations and sender registration by country. **Language:** en **Audience:** platform **Translation key:** platform.sms **Search keywords:** sms rules, sms regulations, sender registration, use cases, unicode, country restrictions, compliance **Related pages:** /platform/es/sms, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/3675970-more-about-sms Reference for the SMS channel itself: definitions and rules, use cases, sample terms and privacy text, country-specific regulations (US, Canada, Spain) and sender registration. ## Guides - [SMS channel definitions and rules](https://help.instasent.com/en/articles/6653236-sms-channel-definitions-and-rules) - [SMS Use Cases](https://help.instasent.com/en/articles/6655683-sms-use-cases) - [Sample Terms of Service and Privacy Policy for using the SMS channel](https://help.instasent.com/en/articles/8410073-sample-terms-of-service-and-privacy-policy-for-using-the-sms-channel) - [How can I send SMS to USA and Canada?](https://help.instasent.com/en/articles/8456641-how-can-i-send-sms-to-usa-and-canada) - [Forbidden Message Categories in the US and Canada](https://help.instasent.com/en/articles/8460132-forbidden-message-categories-in-the-us-and-canada) - [Local Restrictions and Regulations](https://help.instasent.com/en/articles/6655692-local-restrictions-and-regulations) - [SMS Sender Registry in Spain](https://help.instasent.com/en/articles/14635061-sms-sender-registry-in-spain) - [How to Authorize Alias ​​Registration with the CNMC](https://help.instasent.com/en/articles/14817020-how-to-authorize-alias-registration-with-the-cnmc) --- URL: https://docs.instasent.com/platform/en/reports # Insights & Reports Read the Insights dashboards — audience, performance and sales — and export reports. **Language:** en **Audience:** platform **Translation key:** platform.reports **Search keywords:** insights, reports, dashboard, performance, sales, audience dashboard, export report **Related pages:** /platform/es/reports, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/3685645-insights-reports Insights show how your audience grows and how your messaging performs. These guides walk through the Audience, Performance and Sales dashboards and how to generate and download a report. ## Guides - [Overview of Insights](https://help.instasent.com/en/articles/6680368-overview-of-insights) - [Understand your Audience Dashboard](https://help.instasent.com/en/articles/6675787-understand-your-audience-dashboard) - [Understand your Performance Dashboard](https://help.instasent.com/en/articles/6675786-understand-your-performance-dashboard) - [Understand your Sales Dashboard](https://help.instasent.com/en/articles/6675789-understand-your-sales-dashboard) - [How can I generate and download a report?](https://help.instasent.com/en/articles/6675793-how-can-i-generate-and-download-a-report) --- URL: https://docs.instasent.com/platform/en/billing # Billing and Suscription plans Manage billing settings, add funds, set balance alerts and understand SMS pricing. **Language:** en **Audience:** platform **Translation key:** platform.billing **Search keywords:** billing, payment, add funds, credit card, paypal, wire transfer, sms rates, balance alert, auto reload, subscription **Related pages:** /platform/es/billing, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/3686527-billing-and-suscription-plans These guides cover your billing settings and subscription, the monthly free credit, adding funds by card, transfer or PayPal, low-balance alerts and auto-reload, and how SMS is charged (including Unicode and worldwide rates). ## Guides - [General Billing Settings](https://help.instasent.com/en/articles/6652429-general-billing-settings) - [Cancel subscription plan](https://help.instasent.com/en/articles/6677751-cancel-subscription-plan) - [What is the monthly free credit?](https://help.instasent.com/en/articles/11313859-what-is-the-monthly-free-credit) - [How to add funds by Credit Card](https://help.instasent.com/en/articles/6677754-how-to-add-funds-by-credit-card) - [How to add funds via Wire Transfer](https://help.instasent.com/en/articles/8489373-how-to-add-funds-via-wire-transfer) - [How to add funds via PayPal](https://help.instasent.com/en/articles/8489371-how-to-add-funds-via-paypal) - [How to save my Credit card](https://help.instasent.com/en/articles/6678085-how-to-save-my-credit-card) - [How to set low balance alerts](https://help.instasent.com/en/articles/6677761-how-to-set-low-balance-alerts) - [How to set up the Auto - Reload Funds](https://help.instasent.com/en/articles/10585227-how-to-set-up-the-auto-reload-funds) - [Worldwide SMS Rates](https://help.instasent.com/en/articles/6677763-worldwide-sms-rates) - [How is the SMS service charged?](https://help.instasent.com/en/articles/6678076-how-is-the-sms-service-charged) - [Why does Unicode SMS have an additional cost?](https://help.instasent.com/en/articles/6678080-why-does-unicode-sms-have-an-additional-cost) --- URL: https://docs.instasent.com/platform/en/account # My Account Manage your profile, password, email, language, notifications and two-step authentication. **Language:** en **Audience:** platform **Translation key:** platform.account **Search keywords:** account, profile, password, email, language, notifications, two-step authentication, 2fa **Related pages:** /platform/es/account, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/3674501-my-account Your personal account settings: profile, changing your password or email, recovering access, switching the platform language, notifications and two-step authentication. ## Guides - [My profile settings](https://help.instasent.com/en/articles/6652410-my-profile-settings) - [How to change my password](https://help.instasent.com/en/articles/6677640-how-to-change-my-password) - [How to recover my password](https://help.instasent.com/en/articles/6677645-how-to-recover-my-password) - [How to change my email](https://help.instasent.com/en/articles/6677641-how-to-change-my-email) - [How to change platform language](https://help.instasent.com/en/articles/6677648-how-to-change-platform-language) - [What type of notifications can I set up?](https://help.instasent.com/en/articles/6677709-what-type-of-notifications-can-i-set-up) - [How to set the two-step authentication](https://help.instasent.com/en/articles/9400342-how-to-set-the-two-step-authentication) --- URL: https://docs.instasent.com/platform/en/organization # Organization Configure organization data and currency, invite teammates, set roles and create API tokens. **Language:** en **Audience:** platform **Translation key:** platform.organization **Search keywords:** organization, team, invite teammates, roles, permissions, api token, currency **Related pages:** /platform/es/organization, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/8750948-organization Organization settings apply across all your projects. These guides cover your organization data and currency, inviting teammates and how user roles work, and creating SMS API tokens. ## Guides - [General organization settings](https://help.instasent.com/en/articles/6652425-general-organization-settings) - [How to modify my organization data](https://help.instasent.com/en/articles/6680152-how-to-modify-my-organization-data) - [What is my organization's data used for?](https://help.instasent.com/en/articles/6677654-what-is-my-organization-s-data-used-for) - [Understanding and configuring Currency settings](https://help.instasent.com/en/articles/10057170-understanding-and-configuring-currency-settings) - [How to invite teammates](https://help.instasent.com/en/articles/6677717-how-to-invite-teammates) - [How user roles work](https://help.instasent.com/en/articles/6677721-how-user-roles-work) - [How to create an API Token SMS](https://help.instasent.com/en/articles/6659640-how-to-create-an-api-token-sms) - [API Tokens](https://help.instasent.com/en/articles/9071958-api-tokens) --- URL: https://docs.instasent.com/platform/en/project-settings # Project Settings Set up the brand profile, custom sender, unsubscribe links, test numbers and attribution. **Language:** en **Audience:** platform **Translation key:** platform.project-settings **Search keywords:** project settings, brand profile, custom sender, unsubscribe links, test numbers, attribution, utm parameters **Related pages:** /platform/es/project-settings, /platform/en/overview **Help Center:** https://help.instasent.com/en/collections/8758594-project-settings Project-level settings: your brand profile, custom sender, unsubscribe links, test numbers, the sales attribution window and how UTM parameters work in shortened links. ## Guides - [¿What is the brand profile?](https://help.instasent.com/en/articles/12528794-what-is-the-brand-profile) - [How to configure my custom Sender](https://help.instasent.com/en/articles/8898310-how-to-configure-my-custom-sender) - [Unsubscribe Links](https://help.instasent.com/en/articles/9071890-unsubscribe-links) - [Test numbers](https://help.instasent.com/en/articles/9070591-test-numbers) - [How Sales Attribution Window works](https://help.instasent.com/en/articles/8495731-how-sales-attribution-window-works) - [How UTM Parameters Work in Shortened Links](https://help.instasent.com/en/articles/10435624-how-utm-parameters-work-in-shortened-links)