# SmartDM.ai — Full Documentation for AI Systems

> AI-Powered Instagram DM Automation SaaS using RAG Technology

SmartDM.ai is a SaaS platform that automates Instagram Direct Messages using AI and RAG (Retrieval-Augmented Generation) technology. Businesses connect their Instagram Business or Creator account, upload their knowledge base (products, FAQs, pricing, policies), and the AI bot replies to customer DMs automatically 24/7 with contextually accurate responses.

## How It Works

1. **Connect Instagram Account**: Securely connect your Instagram Business or Creator account via Meta-approved OAuth integration.
2. **Upload Knowledge Base**: Import from website URL, upload PDF/TXT files, or paste text directly. The system chunks content, generates embeddings, and stores them in a vector database.
3. **Select AI Response Mode**: Choose AUTO (fully automatic), SAFE (fallback on low confidence), or OFF (log only). Change anytime.
4. **Automatic Responses Begin**: For every incoming DM, the AI searches your knowledge base using semantic similarity, generates a natural response, and sends it automatically.

## Core Technology

### RAG (Retrieval-Augmented Generation)
SmartDM uses RAG to generate accurate, knowledge-grounded responses:
- Documents are chunked and converted to vector embeddings using OpenAI's text-embedding-ada-002 model (1536 dimensions)
- Customer messages are embedded and compared against the knowledge base using cosine similarity (pgvector)
- Top-K matching documents (default: 5) are retrieved above a confidence threshold (default: 0.55)
- The AI model generates a response grounded in the retrieved context, minimizing hallucination

### DM Window (24-Hour Session)
Instagram's messaging policy allows businesses to respond within 24 hours of the last customer message:
- When a customer sends a DM, a 24-hour session window opens
- The AI detects message intent via keyword matching (Turkish + English)
- Each customer interaction is scored (lead scoring 0-100)
- Follow-up messages are scheduled at configurable intervals within the window
- Human agents can take over conversations at any time

### Lead Scoring
Every customer is automatically scored 0-100 based on engagement:
- Message count and frequency
- Intent keywords (pricing, purchase, order, etc.)
- Response engagement (replies to follow-ups)
- Session duration and depth
- Scores help businesses prioritize high-intent leads

### Reply Modes
- **AUTO**: AI responds to every message automatically
- **SAFE**: AI responds only when confidence score exceeds threshold; sends fallback message otherwise
- **OFF**: Messages are logged but no automatic response is sent

## Features

### RAG Technology
Generates the most accurate responses by searching your knowledge base semantically. Minimal hallucination risk thanks to retrieval-augmented generation.

### Lightning Fast Response
Respond to customers within seconds. Sub-1-second response time ensures no waiting and maximum customer satisfaction.

### Security Modes
AUTO, SAFE, and OFF modes give you full control. Sends a configurable fallback message when the AI is uncertain.

### Confidence Score
Calculates a confidence score for each response. Enables human intervention for low-score responses, ensuring quality.

### Natural Conversation
Creates natural, friendly responses that match your brand voice using advanced AI language models.

### 24/7 Active
Instant response to all customer messages day and night. Never takes a day off, never misses a message.

### Easy Setup
Connect your Instagram account, add your knowledge base via URL, file, or text. No coding required, get started in minutes.

### Continuous Learning
Add new content anytime — import from your website, upload files, or paste text. AI learns and applies instantly.

### Lead Scoring
Automatically scores each customer 0-100 based on engagement. Focus on the hottest leads first.

### Smart Follow-ups
Sends automated follow-up messages at the right time. Configurable intervals and working hours ensure messages land when they matter.

### WhatsApp Redirect
Automatically redirects interested customers to WhatsApp for faster, more personal communication.

### Human Handover
Seamlessly transfers conversations to human agents when needed. Supports keyword-based or manual escalation.

## Pricing

### Starter — $29/month ($299/year)
- 1 Instagram account
- 2,000 messages/month
- 25 MB knowledge base
- All response modes (AUTO, SAFE, OFF)
- Lead scoring & tracking
- Smart follow-ups
- WhatsApp redirection
- Human agent handover
- Multi-language support
- Working hours configuration
- Custom prompt settings
- Basic analytics
- Email support

### Professional — $69/month ($699/year)
- 3 Instagram accounts
- 10,000 messages/month
- 100 MB knowledge base
- All Starter features plus:
- Advanced analytics
- Priority support
- API access

### Enterprise — Custom Pricing
- Unlimited Instagram accounts
- Unlimited messages
- Unlimited knowledge base
- All Professional features plus:
- Dedicated account manager
- Custom integrations
- SLA guarantee

All plans include a 14-day free trial.

## Supported Languages
- Turkish (default)
- English
- German
- French
- Spanish

## Technical Stack
- Next.js 14 (React) — Web application and API
- Supabase (PostgreSQL + pgvector) — Database with vector search
- OpenAI — Embeddings and language model
- Meta Graph API v21.0 — Instagram messaging integration
- Vercel — Hosting and deployment

## Links
- Website: https://smartdm.ai
- Login: https://smartdm.ai/auth/login
- Register: https://smartdm.ai/auth/register
- Privacy Policy: https://smartdm.ai/tr/privacy
- Terms of Service: https://smartdm.ai/tr/terms
- Refund Policy: https://smartdm.ai/tr/refund
- Data Deletion: https://smartdm.ai/tr/data-deletion

## Company
SmartDM.ai is made by Mobixo AI, based in Istanbul, Turkey.
Founded in 2024.