Guide
Kolay DM Guide
Set up the AI assistant that answers your Instagram and WhatsApp messages, and manage it together with your team. Here you'll find what each module does, how to set it up and which plan includes it.
Inbox
InstagramSophie
Hi, which colours does this bag come in?
Assistant
It comes in black, tan and cream 😊
Could you hold the cream one for me?
Conversation assigned to Mark
Mark
Holding it now — could you send your address?
What can you do?
The most common use cases. Each one has a step-by-step setup in the guide.
Inbox
InstagramHow much is the keratin treatment?
Assistant
Keratin treatment starts at 1,500 TL and depends on hair length. Would you like to book?
Sure, does Saturday work?
Assistant
Saturday has 11:30 and 15:00 free 😊 Which suits you?
Instant, accurate answers to price questions
- The bot quotes prices from the current list in your knowledge base — it never makes them up.
- It ends the answer by guiding the customer to a booking or an order.
- If asked something it doesn't know, it hands the conversation to your team.
Modules
Getting Started
Channels
- Instagram DMConnect your Instagram Business account to Kolay DM so the bot answers your DMs and every conversation is gathered in the panel.Read
- WhatsAppConnect your WhatsApp Business number so WhatsApp messages are answered by the same assistant, in the same panel.Read
- Comment to DMAutomatically send a private message to people who comment on your Instagram posts, and reply to the comment too.Read
- Web formRequests from your website's contact forms land straight in the Kolay DM panel instead of getting lost in an inbox.Read
AI Assistant
- PersonaSet your bot's name, tone of voice and the rules it follows, so customers are greeted in your business's own voice.Read
- Knowledge baseTeach the bot your prices, services, opening hours and common questions, so it only answers with the right information.Read
- Content (Reels and posts)When customers share a Reel or post in DM and ask about it, the bot understands what's being asked and answers correctly.Read
- Reply mode and approval modeShould the bot send replies instantly, or should you approve them first? Choose for the whole brand or for a single chat.Read
- Correcting a wrong answerWhen the bot gives a wrong answer, write the right one — so the bot doesn't repeat the mistake, and its knowledge is fixed too if needed.Read
- Conversation stagesHave the bot lead every conversation through the steps you define, and see which customer is stuck at which stage.Read
Inbox and Team
- InboxInstagram, WhatsApp and web form messages on one screen. Watch the bot, take over a conversation, assign it to a teammate.Read
- Team and rolesInvite teammates to the panel, set their roles and distribute new conversations across the team automatically.Read
- NotificationsGet notified about new forms, bookings, assignments and unanswered conversations in the panel, with sound, and in a daily WhatsApp report.Read
Sales and Bookings
- Calendar and bookingsThe bot offers free slots in the chat and books the appointment with the right staff member. Staff Google Calendars are kept in sync.Read
- Unfinished conversationsSee every conversation that stalled at a stage in one list and revive it with message templates.Read
- Ad messagesCustomers who message you from your Meta ads are greeted by a bot that knows the offer in the ad.Read
Contact Management
- Contacts and statusesEveryone who writes to you becomes a contact card automatically. Track them with statuses and move them along on the board.Read
- Contact categoriesGroup your contacts by the service or product they're interested in, and see how much demand each topic gets in a report.Read
- DashboardToday's message counts, collected phone numbers, recent conversations and 7-day activity on one screen.Read
Account, Plans and Security
- Plans and message quotaHow the plans differ, how the message quota is counted, top-ups and changing your plan.Read
- Account and sign-inHow to sign in to the panel, the e-mail verification code for team members, password reset and profile settings.Read
- Security and data protectionHow your data is protected in Kolay DM, who can access it and how you can have it deleted.Read
Frequently Asked Questions
- What Is Kolay DM?
- Kolay DM is a sales-focused AI assistant for Instagram and WhatsApp. It is trained on a persona and knowledge base built for your business, and it answers Instagram DMs, post comments and WhatsApp messages in your brand's voice, 24/7. All conversations are collected in one panel.
- Which Channels Does Kolay DM Work On?
- Instagram DMs, Instagram post comments and WhatsApp. Connections are made through Meta's official API. The Basic and Standard plans connect one app (Instagram or WhatsApp); the Professional plan connects both.
- How Does Setup Work and How Long Does It Take?
- You describe your business in a few sentences and add your price list, menu or documents. Kolay DM prepares your assistant with a template for your industry. A Kolay DM specialist assigned to your brand runs the process with you; the assistant is usually ready within 24 hours.
- Can the AI Give Wrong Information?
- The assistant answers based on the persona and knowledge base you provide. It detects questions it could not answer and prepares suggestions for your knowledge base; you see every change and approve it with one click. When an important request comes in, your team is notified and can take over the conversation from the panel.
- Is My Data Safe?
- Kolay DM is designed to protect your data and your customers' privacy. Personal data is processed in line with KVKK (Turkish data protection law), Instagram and WhatsApp are connected through Meta's official API, and payments are secured by iyzico.
Can't find what you're looking for?
In the panel, open a request from Settings › Support, or write to us from our contact page.